Episodes
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 ...
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.
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.
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.
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.
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.
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.
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.