Episodes

A Discussion On The Post-Pandemic Economy
Nov. 2, 2021

A Discussion On The Post-Pandemic Economy

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with James Kelleher, CFA, Director of Research & Senior Analyst Technology at Argus Research Company.
Portfolio Management
Oct. 26, 2021

Portfolio Management

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest John Eade, the President of Argus Research Corporation.
Is Stagflation Here?
Oct. 19, 2021

Is Stagflation Here?

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth.
Market Volatility: Factors, Opportunities and Risks
Oct. 12, 2021

Market Volatility: Factors, Opportunities and Risks

On this episode of The Lebenthal Report, Michael Hartzman and co-host Eric Wagoner speak with Brian Fitzgerald, Institutional Portfolio Manager for Franklin Templeton Investment Solutions.
Third Quarter 2021 Market Review
Oct. 5, 2021

Third Quarter 2021 Market Review

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman review the markets over the third quarter of 2021.
Municipal Bond Market Under The Microscope
Sept. 28, 2021

Municipal Bond Market Under The Microscope

On this episode of The Lebenthal Report, Mark Paris, Chief Investment Officer and Head of Municipals for Invesco joins the show to speak with Dominick Tavella and Michael Hartzman.
Current Market Conditions
Sept. 21, 2021

Current Market Conditions

On this episode of The Lebenthal Report, Mikhail (Mike) Alkhazov, CFA, Equity Analyst of Dana Investment Advisors joins the show to speak with Dominick Tavella and Michael Hartzman on current market conditions.
Women in Financial Services: Insights from Jaime Desmond
Sept. 14, 2021

Women in Financial Services: Insights from Jaime Desmond

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jaime Desmond, Chief Operating Officer of Ladenburg Thalmann Asset Management.
Planning ahead for social security and seasonal market trends
Aug. 31, 2021

Planning ahead for social security and seasonal market trends

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Roberta Eckert, VP, Nationwide Retirement Institute. Jordan Kimmel then joins the show to speak with returning guest Jeffrey Hirsch the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.
Adapting to the current market conditions
Aug. 24, 2021

Adapting to the current market conditions

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Richard Koerner, the Senior Vice President, Sector | ETF Strategist Manager at Fidelity Investments. Jordan Kimmel then joins the show to speak with Barry Seidel, Attorney at Law - The Queens law firm of Barry Seidel & Associates.
Changes in the workplace and Liz Claman on an illustrious career
Aug. 17, 2021

Changes in the workplace and Liz Claman on an illustrious career

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with The CEO’s Right Hand, Inc.’s founder and CEO William Lieberman and Chief Talent Officer, Sarah Lieberman. The CEO’s Right Hand, Inc. is a New York-based consulting services firm that provides the full breadth of strategic, financial and operational advice to founders, CEOs and Executive Teams. Jordan Kimmel then joins the show to speak with Liz Claman, the anchor of the Fox Business Network show The Claman ...
How 529 Plans Work Plus Market Insights
Aug. 10, 2021

How 529 Plans Work Plus Market Insights

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Kristia Adrian, Vice President, 529 Specialist for J.P. Morgan Asset Management. Jordan Kimmel then joins the show to speak with Chief Investment Strategist Sam Stovall.
Long-Term Planning
July 27, 2021

Long-Term Planning

On this episode of The Lebenthal Report, Michael Hartzman speaks with Lee Rubenstein, Attorney at Law. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.
Jim Rogers on What is Driving the Market
July 20, 2021

Jim Rogers on What is Driving the Market

On this episode of The Lebenthal Report our guest is legendary investor and financial commentator, Jim Rogers.
Insights on Infrastructure, REITs and ETFs
July 13, 2021

Insights on Infrastructure, REITs and ETFs

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Joe Lavin, Senior Vice President at CBRE Global Investors. Jordan Kimmel then joins the show to speak with returning guest Michael Carty who is the founding principal and chief investment officer of New Millennium Advisors, a New York City-based equity and balanced investment management firm.
Mid-Year Market Review
July 6, 2021

Mid-Year Market Review

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman review the markets over the first half of 2021. Jordan Kimmel then joins the show to speak with Jonathan Golub, Chief U.S. Equity Strategist at Credit Suisse.
Discussions on women in finance and commercial real estate
June 29, 2021

Discussions on women in finance and commercial real estate

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Tracy Byrnes, a Financial Advisor at UBS Financial Services. Jordan Kimmel then joins the show to speak with Jeff Sica, President and Chief Investment Officer of Sica Wealth Management, and the Founder, CEO, and Chief Investment Officer of Circle Squared Alternative Investments.
Business in a post-pandemic world
June 22, 2021

Business in a post-pandemic world

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Ron Koenigsberg, President of American Investment Properties. Jordan Kimmel then joins the show to speak with returning guest Edward Matluck, President of Hedgemetrics, Inc.
Corporate Governance & Economic Drivers
June 15, 2021

Corporate Governance & Economic Drivers

On this episode of The Lebenthal Report, Michael Hartzman speaks with James Black II, Partner at Silverman Acampora LLP. Jordan Kimmel then joins the show to speak with Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management.
Perspective on the Financial Markets and the Economy
June 8, 2021

Perspective on the Financial Markets and the Economy

Perspective on the Financial Markets and the Economy with Dr. Quincy Krosby, Chief Market Strategist for Prudential | The Lebenthal Report Episode #22 On this episode of The Lebenthal Report, Dr. Quincy Krosby, Chief Market Strategist at Prudential joins the show to speak with Dominick Tavella and Michael Hartzman.
Rebalancing your portfolio: What that means
June 1, 2021

Rebalancing your portfolio: What that means

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetrics, Inc.
Where value is seen now in municipals and using factors to rank
May 25, 2021

Where value is seen now in municipals and using factors to rank

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Paul Henneman, President of ValuEngine.
Tax law changes explained and value/growth factor analysis
May 18, 2021

Tax law changes explained and value/growth factor analysis

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bennet Grutman, Partner at Davis & Grutman, LLP. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetrics, Inc.
Discussion of the global picture and inside ETFs
May 11, 2021

Discussion of the global picture and inside ETFs

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph.D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.