Episodes

The Lebenthal Report - January 20th, 2026
Jan. 20, 2026

The Lebenthal Report - January 20th, 2026

Business and Economic News Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s we...
The Lebenthal Report - January 13th, 2026
Jan. 13, 2026

The Lebenthal Report - January 13th, 2026

Business and Economic News Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s we...
Encore: 2025 Market Wrap + 2026 Outlook
Jan. 6, 2026

Encore: 2025 Market Wrap + 2026 Outlook

Markets closed out 2025 with strong gains — surprising many investors who expected recession risk, tariff-driven disruption, and renewed volatility. In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella break down what powered the market’s resilience, why AI and data center expansion could shape the 2026 narrative, what to watch from interest rates amid a shifting Federal Reserve leadership, and how a potential wave of tax refunds may provide meaningful stimulus ...
The Lebenthal Report - December 30th, 2025
Dec. 30, 2025

The Lebenthal Report - December 30th, 2025

Business and Economic News Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s we...
Encore: In Defense of Millennials
Dec. 23, 2025

Encore: In Defense of Millennials

In this encore episode The Lebenthal Report , Author and Bloomberg News reporter Charlie Wells joined us to discuss his book What Happened to Millennials: In Defense of a Generation . Drawing from hundreds of hours of interviews with five Millennials from wildly different backgrounds — alongside hard data and economic context — Wells explains what really happened to this cohort’s finances, careers, and lives. We dug into why Millennials were labeled “lazy” and “entitled” when the macro backdrop ...
Encore: Small Business Mood Check for 2026
Dec. 16, 2025

Encore: Small Business Mood Check for 2026

In this encore episode, markets head into Thanksgiving with a bit more chop—even after a strong year—especially in last year’s standout winners like tech, AI-linked names, and Bitcoin plays. Michael Hartzman and Dominic Tavella unpack what’s driving the pullback, why healthcare has quietly led November, and how a healthy valuation reset can help set the stage for the next leg higher. Then we’re joined by returning guest Jeff Oak, a Vistage Chair, for a real-time read on small and mid-size busine...
The Lebenthal Report - December 9th, 2025
Dec. 9, 2025

The Lebenthal Report - December 9th, 2025

Business and Economic News Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s we...
Encore: The Real AI Economy & What Comes Next
Dec. 2, 2025

Encore: The Real AI Economy & What Comes Next

In this encore episode of The Lebenthal Report , Michael Hartzman and guest co-host Tracy Byrnes sit down with John Eade, President and Chairman of the Investment Policy Committee at Argus Research, for a deep-dive into today’s market landscape. They tackle everything from the so-called “AI bubble” claims to the surge in utilities, data center infrastructure spending, and what investors may be overlooking as Big Tech shifts from hype to real-world implementation. The conversation also explores s...
The Lebenthal Report - November 25th, 2025
Nov. 25, 2025

The Lebenthal Report - November 25th, 2025

Business and Economic News. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s w...
The Lebenthal Report - November 18th, 2025
Nov. 18, 2025

The Lebenthal Report - November 18th, 2025

Business and Economic News Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s we...
Encore Episode: The Global Comeback in International Equities
Nov. 11, 2025

Encore Episode: The Global Comeback in International Equities

After years of underperformance, international equities are surging — with the MSCI EAFE up 27% and Emerging Markets soaring 33.5% this year. In this encore episode of The Lebenthal Report , hosts Michael Hartzman and Dominick Tavella revisit their conversation with Anjali Balani, Managing Director at JPMorgan Asset Management , to unpack the forces driving this global rally: ✅ The “CVS” framework — Currency, Valuation, Sentiment ✅ How a weakening U.S. dollar is boosting global returns ✅ Why Eur...
The Lebenthal Report - November 4th, 2025
Nov. 4, 2025

The Lebenthal Report - November 4th, 2025

Business and Economic News Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s we...
Encore: Understanding Long-Term Care Insurance
Oct. 28, 2025

Encore: Understanding Long-Term Care Insurance

October is Long-Term Care (LTC) Planning Month , and there’s no better time to talk about planning for the future. In this encore episode of The Lebenthal Report , hosts Michael Hartzman and Tracy Burns sit down with Rick Stewart , Regional Director at Crump Insurance , to unpack everything you need to know about long-term care insurance — what it covers, when to consider it, and how it fits into your broader financial plan. They explore the rising costs of care, the difference between long-term...
Encore: The Human Side of AI
Oct. 21, 2025

Encore: The Human Side of AI

In case you missed it, check out this encore episode of The Lebenthal Report , where Michael Hartzman and Dominick Tavella sit down with David Eliot , PhD candidate and author of Artificially Intelligent: The Very Human Story of AI . Together they explore how artificial intelligence is reshaping our economy, the future of work, and everyday life — often in ways we don’t even realize. They discuss the AI arms race among tech giants, the energy crisis fueling innovation, and how investors and cons...
The Lebenthal Report - October 14th, 2025
Oct. 14, 2025

The Lebenthal Report - October 14th, 2025

Business and Economic News Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s we...
The Lebenthal Report - October 7th, 2025
Oct. 7, 2025

The Lebenthal Report - October 7th, 2025

Business and Economic News with Guest David Eliot Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is av...
Encore: Keeping it Real- Fed, Jobs and Markets
Sept. 30, 2025

Encore: Keeping it Real- Fed, Jobs and Markets

On this Enncore episode Dominick Tavella and Michael Hartzman sit down with Philip Blancato, CEO of Ladenburg Asset Management, for a candid conversation on the markets, the Fed, and where investors should be looking now. From jobs data and inflation to bonds, small caps, and life beyond the Magnificent Seven, this episode keeps it real on what matters most for portfolios today. If you’re wondering whether “bad news” is now “good news” for the Fed—or where real value lies beyond the Magnificent ...
Encore: Making Economics Understandable with Howard Yaruss
Sept. 23, 2025

Encore: Making Economics Understandable with Howard Yaruss

In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella sit down with NYU professor and author Howard Yaruss ( Understandable Economics ) to unpack today’s most pressing financial topics. From Social Security solvency and inflation to the gig economy, tariffs, and cryptocurrencies, Yaruss offers clear, straightforward insights into how economic policy shapes our daily lives. A must-listen for anyone looking to make sense of the markets—and the forces driving them.
Encore: Q2 2025 Market Recap & Small Business Outlook with Jeff Oak
Sept. 17, 2025

Encore: Q2 2025 Market Recap & Small Business Outlook with Jeff Oak

Markets are shifting, and small businesses are adapting. In this encore episode of The Lebenthal Report , Dominick and guest host Tracy Byrnes review last week’s market performance and sit down with Vistage Chair Jeff Oak to uncover how small business CEOs are navigating 2025. In this episode: Market recap: Russell 2000 rally & potential September rate cut The squeeze on small business margins from tariffs & rising costs Productivity gains through AI, automation & smarter processes CEO burnout a...
Encore: Record Highs, Hidden Risks
Sept. 2, 2025

Encore: Record Highs, Hidden Risks

We’re revisiting a standout conversation packed with timely insights on today’s market environment. Despite record highs, uncertainty looms—and this discussion breaks down the signals investors can’t afford to ignore. Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist at BNY Investments , to explore: CPI data fueling 90% expectations for rate cuts How just 10 AI companies are driving 80% of S&P performance Surprising strength in international...
The Lebenthal Report - August 26th, 2025
Aug. 26, 2025

The Lebenthal Report - August 26th, 2025

Business and Economic News - Special Guest Howard Yaruss