Episodes

This week on the Lebenthal Report, Michael and Dominick welcomed 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, energy-efficient generative AI. They also explored AI’s ro...

On this episode of The Lebenthal Report , Michael and Dominick welcome back guest Scott Passeser. Scott is an accomplished executive recruiter with extensive experience hosting Job Line on News 12 and Radio Job Line . Together, they discuss the state of the job market and economy, including the impact of job numbers, market performance, and mass deportations. They dive into the importance of networking, the need for more women in financial services, and how hybrid work is reshaping the workplace...

On our first episode of 2025, Michael and Dominick welcome back client favorite, Harold A. Bollaci, esteemed attorney specializing in estate planning, elder law, and asset protection strategies. The episode dives into critical financial and legal topics, including updates to state tax laws, market performance in 2024, and the potential impact of a new administration's policies. The discussion emphasized the importance of regularly reviewing and updating estate planning documents, such as wills, ...

The final podcast episode of the year reflected on 2024's market resilience and set the stage for 2025. Michael and Dominick discussed strong performances in sectors like technology and communication services, the impact of AI on energy demand, and potential investment opportunities in natural gas and infrastructure. They emphasized actionable steps, including rebalancing 401(k)/403(b) accounts, monitoring geopolitical risks, and exploring opportunities in healthcare and small to medium-sized US...

The final podcast episode of the year reflected on 2024's market resilience and set the stage for 2025. Michael and Dominick discussed strong performances in sectors like technology and communication services, the impact of AI on energy demand, and potential investment opportunities in natural gas and infrastructure. They emphasized actionable steps, including rebalancing 401(k)/403(b) accounts, monitoring geopolitical risks, and exploring opportunities in healthcare and small to medium-sized US...

This encore episode of The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, America First policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 sunset. They emphasized understanding the composition of retirement plans and adapting portf...

This week on The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, America First policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 sunset. They emphasized understanding the composition of retirement plans and adapting portfolios to n...

On this episode of The Lebenthal Report, Michael & Dominick welcome award-winning graphic novelist, painter, and frequent cover artist for The New Yorker, Eric Drooker. Together they dive into the unique struggles successful artists face, from the pressures of fame and wealth to the pursuit of true fulfillment. Using examples like Rauschenberg, Rosenquist, and Kerouac, they discuss how legacy often lies not in material success but in giving back through art, mentorship, and philanthropy. Plus, E...

In case you missed it- check out this encore episode of The Lebenthal Report, where Dominick and Michael dive into the unpredictable landscape of the upcoming U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on t...

In this episode of The Lebenthal Report, Dominick and Michael dive into the unpredictable landscape of the upcoming U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on taxes and tariffs, including potential shift...

In case you missed this informative episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of...

In the latest episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, in...

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 relates to wealth and life planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breaking tasks into manageable steps, highlighting emotional intelligence and situational awareness in pers...

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 challenges, they provide key insights on how the market is evolving. That’s not all—John Eade from Argus Research returns to share his take on the Middle East crisis and its potential impact on oil prices, inflation, and the U.S. elections. Together, they dive into economic ...

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 biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that shaped the industry. The conversation also covers recent market t...

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 relates to wealth and life planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breaking tasks into manageable steps, highlighting emotional intelligence and situational awareness in perso...

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 role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that shaped the industry. The conversation also covers recent market trends, the upcoming Federal Reserve i...

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 top-tier fractional leadership services to growing businesses. Together, they delve into the evolving roles of fractional CEOs and CFOs while touching upon the critical impact of private equity in today's economy. William highlights how fractional executives offer cost-effect...

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 businesses. Together, they delve into the evolving roles of fractional CEOs and CFOs while touching upon the critical impact of private equity in today’s economy. William highlights how fractional executives offer cost-effective, experienced leadership, especially valuable fo...

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 potential for a recession are stirring up volatility. They discuss the Federal Reserve's anticipated interest rate cuts, with Jon forecasting five cuts this year, including a 25 basis point cut in January. Could we see a more significant 50 basis point cut if inflation rises...

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 on employee benefit plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required Minimum Distributions (RMDs) and how new regulations could affect retirees. Tune in for expert insig...

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-cap stocks, exploring their pivotal role in the American economy, recent market performance, and the impact of trends like AI and reshoring. From dissecting the Russell 2000 index to discussing investment opportunities in cyclical sectors and electric vehicles, this episode i...

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 plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required Minimum Distributions (RMDs) and how new regulations could affect retirees. Tune in for expert insights on how these change...

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. They explore the shift towards flexible work setups as employees express dissatisfaction with traditional workspaces and seek more autonomy. The conversation delves into the financial implications of early retirement, the trend of older workers setting their terms, and the ri...