Episodes

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...

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 Investment Strategist for BNY Mellon. Together, they discuss the potential for a Fed rate cut later in the year, the impact of AI on productivity, and the importance of quality investments. James shared insights on opportunities in Japan and emerging markets, emphasizing diversi...

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 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 rising popularity of work-from-h...

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 impacting clients, market trends, energy sector investments, and infrastructure development. They delve into the growth in electricity demand due to AI, trends in fracking and oil industries, and the changing consumer landscape's impact on supply chains. The team also evaluates ...

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 personal anecdotes, future plans, and global financial market trends. They explore the performance of the S&P 500, the potential impact of AI on businesses, and the economic implications of interest rate cycles. The conversation touches on the recent gains in major stock indi...

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 Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people without children in all domains and advocates for the equal and...

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 making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, shares his nearly 20 years of experience in financial services, offering valuable insights on how exercise, sleep, stress management, diet, and continuous learning impact cognitive...

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 (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people without children in all domains and advocates for the equal and protected status of all individuals, rega...

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 Director at Applied Insights, brings nearly 20 years of experience in financial services to the conversation. Learn about the impact of exercise, sleep, stress management, diet, and continuous learning on cognitive function. Highlights include insights from MIT Age Lab on a...

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 York Life and Investments, joins to discuss the specific challenges women face in managing finances and the crucial role of financial literacy. They delve into the importance of empowering women to join the financial industry and provide actionable insights on how they can lea...

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 information to clients, assisting them in locating facilities for appropriate care and housing decisions. Together, they delve into the critical topic of planning for aging and senior care. They explore the financial implications, personal limitations, and solutions surround...