Episodes

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...
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...
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...
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 ...
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 Cart...
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 Cr...
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 C...
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 Ma...
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 He...
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 S...
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 Mat...
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 ...
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 Hedgemetr...
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 Strate...
What is driving the markets – the big picture
May 4, 2021

What is driving the markets – the big picture

What is driving the markets – the big picture with Jeremy Schwartz and Jeffrey Hirsch | The Lebenthal Report Episode #17 On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with WisdomTree’s G...
Emerging opportunities and sustainable investing
April 27, 2021

Emerging opportunities and sustainable investing

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director Applied Insights for Hartford Funds. Jordan Kimmel then joins the show to speak with Morningstar’s ...
Estate Planning and Investing in Dividends
April 20, 2021

Estate Planning and Investing in Dividends

On this episode of The Lebenthal Report, returning guest Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation, speaks with Dominick Tavella and Michael Hartzman. Jordan Kimmel ...
On the Markets with Professor Jeremy Siegel (Part 2 of 2)
April 13, 2021

On the Markets with Professor Jeremy Siegel (Part 2 of 2)

On this episode of The Lebenthal Report, Dominick Tavella, Michael Hartzman and Jordan Kimmel speak with professor, investment professional and author, Jeremy Siegel.
Subtle Trends in the Market
April 6, 2021

Subtle Trends in the Market

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Philip Blancato, the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Jordan Kimmel then joins the show to...
A Look at the Real Economy and Small Business Loan Demand
March 30, 2021

A Look at the Real Economy and Small Business Loan Demand

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Richard Koerner, the Senior Vice President, Sector | ETF Strategist Manager at Fidelity Investments. Jordan Kimmel then joins the show ...
Deep dive into Fundamentals and Economic Factors
March 23, 2021

Deep dive into Fundamentals and Economic Factors

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with John Eade, the President of Argus Research Corporation. Jordan Kimmel then joins the show to speak with Michael Carty who is the foundi...