Episodes

Encore: Stock Market Outlook and Women Empowerment with Tracy Byrnes
July 29, 2025

Encore: Stock Market Outlook and Women Empowerment with Tracy Byrnes

In case you missed last week's episode, enjoy this encore of The Lebenthal Report , where Michael and Dominick are joined by Tracy Byrnes, CDFA® — Vice President of Women & Investing at Lebenthal Global Advisors . Tracy shares expert insights on the current stock market outlook , what investors should watch right now, and actionable strategies for navigating today’s volatile markets. They also explored women’s roles in the financial industry , why female investors face unique challenges, and how...
Stock Market Outlook and Women Empowerment with Tracy Byrnes
July 22, 2025

Stock Market Outlook and Women Empowerment with Tracy Byrnes

This week on The Lebenthal Report , Michael and Dominick are joined by Tracy Byrnes, CDFA® — Vice President of Women & Investing at Lebenthal Global Advisors . Tracy shares expert insights on the current stock market outlook , what investors should watch right now, and actionable strategies for navigating today’s volatile markets. They also explore women’s roles in the financial industry , why female investors face unique challenges, and how women can build financial confidence and long-term wea...
Big, Beautiful Market Update
July 15, 2025

Big, Beautiful Market Update

In this week’s Lebenthal Podcast, Michael and Dominick break down key market movers—from tariff risks and Powell’s interest rate pause to tax reform impacts and looming Medicaid cuts. They cut through the noise to explain how these shifts affect investors, small business owners, and the broader economy. With sharp insight on market volatility and long-term trends, this episode is a must-listen for anyone navigating today’s uncertain financial landscape. Lebenthal Global Advisors, LLC is a regist...
Encore: Market Update: July 1, 2025
July 8, 2025

Encore: Market Update: July 1, 2025

In case you missed it, check out this encore episode of The Lebenthal Report , Michael and Dominick dive into the market’s performance as the third quarter of 2025 begins, noting that markets have remained steady despite ongoing economic and geopolitical uncertainties. Key themes included the broader economic outlook, potential effects of policy decisions on growth and consumer confidence, and how shifting global dynamics could influence market trends in the months ahead. Looking forward, expect...
Market Update: July 1, 2025
July 1, 2025

Market Update: July 1, 2025

On this episode of The Lebenthal Report , Michael and Dominick dive into the market’s performance as the third quarter of 2025 begins, noting that markets have remained steady despite ongoing economic and geopolitical uncertainties. Key themes included the broader economic outlook, potential effects of policy decisions on growth and consumer confidence, and how shifting global dynamics could influence market trends in the months ahead. Looking forward, expectations are mixed, with cautious optim...
Encore: Market Update from June 3rd, 2025
June 24, 2025

Encore: Market Update from June 3rd, 2025

In case you missed it... Michael & Dominic delivered a full-spectrum market briefing—breaking down stock market volatility, sector performance, bond market signals, and inflation trends. They explore how tariffs, Fed moves, and political noise are shaping investor sentiment and the broader economic outlook. Don’t miss this timely episode packed with sharp insights and clear takeaways. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA ...
Encore: Tariffs, Turbulence and Turnarounds
June 18, 2025

Encore: Tariffs, Turbulence and Turnarounds

In this encore episode of The Lebenthal Report , Dominick and Michael dive into the recent stock market volatility triggered by the Trump administration's tariff announcements, followed by an unexpected rebound that pushed the S&P 500 into positive territory for the year. They explore whether this recovery is sustainable or masking deeper economic vulnerabilities. Joined by Meera Pandit, Executive Director at JP Morgan Asset Management, the trio examines the mixed signals in consumer spending, t...
Tariffs, Turbulence and Turnarounds
June 10, 2025

Tariffs, Turbulence and Turnarounds

In this episode of The Lebenthal Report , Dominick and Michael dive into the recent stock market volatility triggered by the Trump administration's tariff announcements, followed by an unexpected rebound that pushed the S&P 500 into positive territory for the year. They explore whether this recovery is sustainable or masking deeper economic vulnerabilities. Joined by Meera Pandit, Executive Director at JP Morgan Asset Management, the trio examines the mixed signals in consumer spending, the chal...
Market Update: June 3, 2025
June 3, 2025

Market Update: June 3, 2025

Michael & Dominic deliver a full-spectrum market briefing—breaking down stock market volatility, sector performance, bond market signals, and inflation trends. They explore how tariffs, Fed moves, and political noise are shaping investor sentiment and the broader economic outlook. Don’t miss this timely episode packed with sharp insights and clear takeaways. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. T...
Encore: Living History with Author Helen Sheehy
May 27, 2025

Encore: Living History with Author Helen Sheehy

Check out this encore episode of the Lebenthal Report Michael and Dominic welcome acclaimed author Helen Sheehy to explore her new novel Just Willa —a moving story inspired by the resilience of her mother during the Dust Bowl and Great Depression. The conversation touches on Helen’s unique experiences as a teacher in a maximum-security prison, the shifting values of work and money across generations, and the real-life economic challenges echoed in Willa’s journey. Plus, Michael and Dominic unpac...
Encore: Confident Crisis
May 20, 2025

Encore: Confident Crisis

In case you missed it, check out this encore epsiode of The Lebenthal Report, where hosts Michael Hartzman and Dominick Tavella are joined once again by Jeff Oak of Vistage , our trusted quarterly guest , to discuss the latest data on small business sentiment — and it’s sounding the alarm. Jeff shares insights from Vistage’s latest CEO Confidence Index survey, which saw a dramatic 22-point drop . With hiring expectations falling from 65% to 45% and tariff policy uncertainty growing, small busine...
Encore: Market Mayhem, Self Inflicted Edition
May 13, 2025

Encore: Market Mayhem, Self Inflicted Edition

In case you missed it... On this encore episode of The Lebenthal Report , Dominick and Michael are joined by Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities at Schroders, for a deep dive into the recent wave of market volatility and the unusual dual sell-off in both stocks and bonds. Together, they explore the real triggers behind the correction—was it driven by true economic pressure or the result of policy missteps and mixed market messaging? Bob offers expert insights into t...
Living History with Author Helen Sheehy
May 6, 2025

Living History with Author Helen Sheehy

On this week's episode of the Lebenthal Report Michael and Dominic welcome acclaimed author Helen Sheehy to explore her new novel Just Willa —a moving story inspired by the resilience of her mother during the Dust Bowl and Great Depression. The conversation touches on Helen’s unique experiences as a teacher in a maximum-security prison, the shifting values of work and money across generations, and the real-life economic challenges echoed in Willa’s journey. Plus, Michael and Dominic unpack recen...
Confidence Crisis
April 29, 2025

Confidence Crisis

In this episode of The Lebenthal Report , hosts Michael Hartzman and Dominick Tavella are joined once again by Jeff Oak of Vistage , our trusted quarterly guest , to discuss the latest data on small business sentiment — and it’s sounding the alarm. Jeff shares insights from Vistage’s latest CEO Confidence Index survey, which saw a dramatic 22-point drop . With hiring expectations falling from 65% to 45% and tariff policy uncertainty growing, small business leaders are bracing for economic turbul...
Market Mayhem: Self Inflicted Edition
April 15, 2025

Market Mayhem: Self Inflicted Edition

On this week’s episode of The Lebenthal Report, Dominick and Michael welcome guest Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities from Schroders to unpack the recent wave of market volatility and the surprising dual sell-off in both stocks and bonds. They explore what triggered the correction—was it truly economic pressure or a self-inflicted wound from tariff policy and mixed market messaging? Bob shares his insights on the current investing climate, emphasizing the impact of...
Insurance Insights with Gary Slavin
April 8, 2025

Insurance Insights with Gary Slavin

Michael and Dominick break down the latest market trends, insurance must-knows, and economic policies shaping our financial future. Special guest Gary Slavin sheds light on key insurance insights, from umbrella policies to windstorm coverage. Don’t miss this deep dive into protecting your assets and navigating the complexities of insurance! Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this...
Making Cents of 529 Plans
March 18, 2025

Making Cents of 529 Plans

In this episode of The Lebenthal Report , we welcome back Kristia Adrian , Executive Director, 529 specialist at JP Morgan Asset Management , who brings her expertise in education savings strategies. Michael, Dominick, and Kris dive deep into 529 college savings plans —breaking down their benefits, recent financial aid updates, and how they fit into your long-term education planning. Plus, they discuss college visits, what families should consider when choosing a school, and market trends affect...
Encore: Small Biz, Big Worries
March 11, 2025

Encore: Small Biz, Big Worries

In case you missed it, here’s another chance to catch this insightful episode of The Lebenthal Report ! We take a deep dive into market trends, small business confidence, and the latest fluctuations in the CEO Confidence Index with special guest Jeff Oak from Vistage. With CEO sentiment experiencing a dramatic rise in December followed by a sharp decline in February, we explore what’s driving this volatility and what it could mean for the broader economy. We also discuss the impact of government...
Encore: John Lee Hooker Jr.'s Journey
March 4, 2025

Encore: John Lee Hooker Jr.'s Journey

In case you missed it, here’s another chance to catch this unforgettable episode of The Lebenthal Report ! Hosts Michael Hartzman and Dominic welcome acclaimed blues musician and author John Lee Hooker Jr. to the show. John shares insights from his compelling new book, offering a deep dive into his journey through music, life, and personal redemption. He discusses the inspirations behind his writing, the lessons he's learned along the way, and the impact of his legendary father, John Lee Hooker,...
Small Biz, Big Worries
Feb. 25, 2025

Small Biz, Big Worries

This week on The Lebenthal Report , we take a deep dive into market trends, small business confidence, and the latest fluctuations in the CEO Confidence Index with special guest Jeff Oak from Vistage. With CEO sentiment experiencing a dramatic rise in December followed by a sharp decline in February, we explore what’s driving this volatility and what it could mean for the broader economy. We also discuss the impact of government policies, job cuts, and tariffs on small businesses—the backbone of...
John Lee Hooker Jr.'s Journey
Feb. 18, 2025

John Lee Hooker Jr.'s Journey

In this noteworthy episode of The Lebenthal Report , hosts Michael Hartzman and Dominic welcome acclaimed blues musician and author John Lee Hooker Jr. to the show. John shares insights from his compelling new book, offering a deep dive into his journey through music, life, and personal redemption. He discusses the inspirations behind his writing, the lessons he's learned along the way, and the impact of his legendary father, John Lee Hooker, on his career. Tune in for an engaging conversation f...
Encore: AI (Artificial Intelligence): Fact or Fiction
Feb. 11, 2025

Encore: AI (Artificial Intelligence): Fact or Fiction

In case you missed it- be sure to check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome Amanda Gallagher, Managing Director, Global Head of Data and Tech Solutions at New York Life Investments , for an in-depth discussion on AI’s growing influence in finance, medicine, cybersecurity, and beyond. Together they analyzed the market’s performance in January and debated the impact of Deep Seek, a Chinese AI company claiming to revolutionize the field with low-cost,...
Markets, Tariffs & Trades—Oh My!
Feb. 4, 2025

Markets, Tariffs & Trades—Oh My!

From Black Swan events to Trump’s tariffs, Bitcoin’s future, and AI in biotech—this week’s episode of The Lebenthal Report is a must-listen. Returning guest Michael "Macro Mike" Logalbo joins as today’s guest host, bringing his expertise on geopolitical risks, inflation, and investment strategies. The discussion covers market volatility, the potential impact of stock buybacks, the rise of sovereign wealth funds, and how investors can navigate uncertainty with gold, oil, and Bitcoin. Don’t miss ...