Episodes

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.
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 burnou...
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 internatio...
Aug. 26, 2025

The Lebenthal Report - August 26th, 2025

Business and Economic News - Special Guest Howard Yaruss
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 wo...
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 wealth...
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 regis...
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, expec...
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 opti...
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 FIN...
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, th...
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 chall...
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....
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 unpack...
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 business...
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...
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 recent...
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 turbulenc...
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...
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 thi...