Episodes

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.
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.
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.
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.
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.
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.
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.
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 Global Head of Research Jeremy Schwartz. 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.
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 head of sustainability research Jon Hale, Ph.D., CFA.
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 then joins the show to speak with John Dobosz, the deputy editor of investing content for Forbes Media.
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.
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 speak with MarketWatch columnist Howard Gold.
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 to speak with Barry Sloane, the President, Chairman and CEO of Newtek Business Services Corp.
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 founding principal and chief investment officer of New Millennium Advisors, a New York City-based equity and balanced investment management firm.
March 16, 2021

A Long and Short-Term View of the Economy

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Lauren Goodwin, CFA, an economist and strategist for New York Life Investments’ Multi-Asset Solutions team. Jordan Kimmel then joins the show to speak with Hazel Henderson D.Sc.Hon., FRSA, Founder and CEO of Ethical Markets Media, Certified B Corporation.
March 9, 2021

On the Markets with Professor Jeremy Siegel (Part 1 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.
March 2, 2021

Life and times of legendary investor Jim Rogers

Legendary investor Jim Rogers shares life lessons and stories with Lebenthal’s team. While Jim's returns and successes are well known, you know that is never what Jim likes to talk about. We have dedicated this full episode to Jim’s background and what helped create the immense success and timely market calls. Jim also shares his views on the current market conditions as well as a peak into the future.
Feb. 23, 2021

Market strategies and education

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 Charles Rotblut, a Vice President with the American Association of Individual Investors.
Feb. 16, 2021

Global market insights and Almanac discussion

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with David Lebovitz, a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan Kimmel then joins the show to speak with Jeffrey Hirsch the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.
Feb. 9, 2021

Deep Dive on Bonds and Managing Portfolio Risk

A Deep Dive on Bonds with Gregory Serbe and Managing Portfolio Risk with Aaron Brown - On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Aaron Brown the former managing director and head of financial market research at AQR Capital Management and the well-known author of Red-Blooded Risk and The Poker Face of Wall Str...
Feb. 2, 2021

Fundamentals Matter

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman discuss GameStop, retail investors vs Wall Street titans. Jordan Kimmel then joins the show to speak with the legendary investor Louis Navellier.
Jan. 26, 2021

Investing for income and estate planning to keep it

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation. Jordan Kimmel will then join the show to speak with Peter C. Kenny the renowned global market strategist and investor.
Jan. 19, 2021

Change in America

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jonathan Mackay an Investment Strategist at Schroders. Jordan Kimmel will then join the show to speak with Barry Ritholtz the Co-Founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC.
Jan. 12, 2021

A Look Ahead to 2021 | The Lebenthal Report Premier Episode #01

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 will then join the show to speak with Chief Investment Strategist Sam Stovall.