Episodes

Oct. 8, 2024

Encore Micro Skills for Big Results

On this encore episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewis and Dr. Adaira Landry to discuss their book, Micro Skills, Small Actions, Big Impact. Together they dive into how their book relat...
Oct. 1, 2024

Market Recap with John Eade

On this episode of *The Lebenthal Report*, join Michael and Dominic as they revisit their predictions on the Federal Reserve's interest rate cuts and review the market’s performance this quarter. From S&P 500 gains to Nasdaq ...
Sept. 24, 2024

Encore The History of Biotech with Tim Harris

Be sure to check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the bio...
Sept. 17, 2024

Micro Skills for Big Results

On the latest episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewis and Dr. Adaira Landry to discuss their book, Micro Skills, Small Actions, Big Impact. Together they dive into how their book relate...
Sept. 10, 2024

The History of Biotech with Tim Harris

This week on the Lebenthal Report, Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the ro...
Sept. 3, 2024

Encore Entrepreneurship 101

In case you missed it... check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome back William Lieberman, Founder & Managing Partner of The CEO's Right Hand, a firm specializing in providing t...
Aug. 27, 2024

Entrepreneurship 101

This week on The Lebenthal Report, Michael and Dominick welcome back William Lieberman, Founder & Managing Partner of The CEO’s Right Hand, a firm specializing in providing top-tier fractional leadership services to growing b...
Aug. 13, 2024

The World View on Investing

In the latest episode of The Lebenthal Report, Michael and Dominick welcome back Jon Mackay, Head of Wealth at Schroders. Together they dive deep into the recent market fluctuations, unpacking how a weakening economy and the ...
Aug. 6, 2024

Encore Required Minimum Distributions Explained

In case you missed it - check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact ...
July 30, 2024

Value in Small Caps

This week on The Lebenthal Report, Michael Hartzman welcomes Jeremy Javidi, lead portfolio manager for the Columbia Small Cap Value I and II strategies at Columbia Threadneedle Investments. They dive into the world of small-c...
July 23, 2024

Required Minimum Distributions Explained

Catch up on the latest episode of The Lebenthal Report, where Michael and Dominick welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact on employee benefit pla...
July 16, 2024

Encore Workplace Evolution with Sarah Lieberman

Check out this encore episode of The Lebenthal Report where Michael and Dominick welcome back Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. T...
July 9, 2024

Performance Gap in S&P 500

On the latest episode of the Lebenthal Report, Michael and Dominick delve into mixed market trends, with the Dow slightly down and the S&P and Nasdaq up for the week. They welcome guest James Macey, CFA, CAIA, and Senior Inve...
July 2, 2024

Workplace Evolution with Sarah Lieberman

This week on The Lebenthal Report, Michael and Dominick welcome Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards ...
June 25, 2024

AI Boom and Energy Sector Insights

On this week's episode of The Lebenthal Report, Michael and Dominick are joined by Brock Campbell, Head of Global Research and Portfolio Manager at Newton Investments, a division of BNY Mellon. Together they discuss data impa...
June 18, 2024

Timely Insights with Josh Feuerman

On this must-listen episode of the Lebenthal Report, Michael and Dominick welcome guest Josh Feuerman, CFA and US Equity Specialist from JP Morgan Asset Management. Together, they discuss a range of timely topics, including p...
June 11, 2024

Encore Financial Equity For All

In case you missed it, check out this informative audio-only episode of The Lebenthal Report, where Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickso...
June 4, 2024

Encore Retain Your Brain

In case you missed it, we're excited to bring you an encore episode of The Lebenthal Report. This week, Michael and Dominick welcome back Bill McManus from Hartford Funds to discuss essential brain health tips—crucial for mak...
May 28, 2024

Financial Equity For All

On the latest audio-only episode of The Lebenthal Report, Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NL...
May 14, 2024

Retain Your Brain

This week on The Lebenthal Report, Michael and Dominick welcome back Bill McManus from Hartford Funds as they discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing...
May 7, 2024

Encore Empowering Financial Futures

In case you missed it... check out this encore episode of The Lebenthal Report, where Michael and guest co-host David Walker welcome Jennifer Tarsney from New York Life. Jennifer, the Director of Practice Management at New Yo...
April 30, 2024

Encore Practical Planning for Aging with Grace

In case you missed it... check out this informative encore episode of The Lebenthal Report, where Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps for Seniors, LLC. Next Steps for Seniors provides free ...
April 23, 2024

Empowering Financial Futures

This week on the Lebenthal Report, Michael and guest co-host David Walker welcome Jennifer Tarsney from New York Life. Jennifer, the Director of Practice Management at New York Life and Investments, joins to discuss the speci...
April 16, 2024

Practical Planning for Aging with Grace

On the latest episode of The Lebenthal Report, Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps for Seniors, LLC. Next Steps for Seniors provides free information to clients, assisting them in locating ...