Episodes

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In the latest episode of The Lebenthal Report, hosts Michael and Dominick, along with guest Sean McLeod, CFA, Portfolio Manager, and Vice President at Dana Investment Advisors, explore the financial landscape. The discussion begins with an analysis of the recent interest rate drop and its links to a market rebound, while expressing concerns about inflated rate expectations. Sean McLeod adds valuable insights on market evolution, strategic considerations, and emphasizes the resilience of diverse ...

In this episode of The Lebenthal Report, hosts Dominick and Michael are joined by special guest William (Bill) Roach from Macquarie Investment Management, adding a wealth of knowledge to our exploration of market dynamics and investment strategies. Together, they delve into the recent market downturn, discussing the shift from large cap stocks and stressing the significance of diversified portfolios for robust outcomes. The episode pays homage to investment luminary Charlie Munger, reflecting on...

On the latest episode of The Lebenthal Report, Michael & Dominick bring you a can't-miss November Market update! They tackle essential subjects like the economy, financial planning, and market trends, offering in-depth discussions on Federal Reserve interest rates, market performance, consumer spending, credit card debt, and government debt. Tune in for valuable insights on how headline risk plays a crucial role in financial planning and market strategies. Stay well-informed and ready for any ma...

This week, on The Lebenthal Report, Michael and returning guest co-host David Walker welcome special guest Michael Lynch. They engage in a thought-provoking discussion with Mike on the crucial topic of social security. Mike Lynch is a Managing Director of Applied Insights for Hartford Funds. In his current capacity, he plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These oppor...

Check out the encore of this riveting episode of The Lebenthal Report. Michael and Dominick are joined by two distinguished guests, Greg Glasgow and Kathryn Mayer, authors of the enthralling book Disneyland on the Mountain: Walt, the Environmentalists, and the Ski Resort That Never Was. Disneyland on the Mountain is a remarkable exploration of Walt Disney's ambitious endeavor to build a ski resort in the Sierra Nevada mountains. Greg and Kathryn delve into this captivating narrative that reveals...

On this special episode of The Lebenthal Report, we had the pleasure of sitting down with a remarkable young entrepreneur, James Lattanzi, creator of Bullseye Sneaker Boutique. He joins Michael and our returning guest host, Scott Hartzman, to share the compelling story of his business journey. From inception to growth, you'll discover the unique insights and experiences that have paved the way for his remarkable success. If you're searching for inspiration and valuable entrepreneurial wisdom, th...

On this week's episode of The Lebenthal Report, we are thrilled to welcome back guest, Scott Passeser, Senior VP of Executive Alliance, and Host of LINewsRadio’s Radio Jobline. Scott brings a wealth of experience and expertise in the field of recruiting, making him the perfect guest to shed light on the ever-evolving job market. We also have a special treat for our listeners – a guest host, David Walker, who boasts an impressive career history in the world of recruiting. David will provide a fre...

Join us on this episode of The Lebenthal Report as we welcome back Duane Roberts, CFA from Dana Investment Advisors. Michael, Dominick, and Duane dissect the intricate relationship between current events, market fluctuations, the specter of inflation, and their collective influence on investment decisions. Tune in for valuable insights during these times. Now available on VoiceAmerica.com, Youtube, Spotify & Apple Podcasts.

In this riveting episode of The Lebenthal Report, Michael and Dominick are joined by two distinguished guests, Greg Glasgow and Kathryn Mayer, authors of the enthralling book Disneyland on the Mountain: Walt, the Environmentalists, and the Ski Resort That Never Was. Disneyland on the Mountain is a remarkable exploration of Walt Disney's ambitious endeavor to build a ski resort in the Sierra Nevada mountains. Greg and Kathryn delve into this captivating narrative that reveals the unwritten chapte...

In this week’s episode of The Lebenthal Report, Michael and Dominick dive into the world of infrastructure and real estate investments, by exploring the valuable insights with seasoned expert, Daniel Foley. Daniel Foley is an Associate Portfolio Manager of CBRE Investment Management. As a member of CBRE Clarion Securities’ Global Infrastructure research team, Dan is responsible for evaluating listed infrastructure companies in the communications and utilities sectors globally. He has been an act...

In this episode of The Lebenthal Report, your hosts, Michael Hartzman & Dominick Tavella, are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive discussion on bear market exits and intricacies of recessions and offer their informed outlook on the current state of the financial markets. This episode will help you gain valuable insights to navigate these challenging economic landscapes. Do not miss this informative and eng...

Join us for an encore presentation of The Lebenthal Report, where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. In this captivating episode, your hosts, Michael and Dominick, sit down with two accomplished young professionals, Jordan LeWinter & Scott Hartzman, to explore how the next generation is approaching investments. Tune in as we unravel their investment strategies, success stories, and the invaluable lessons they've lea...

Join us for this insightful episode of The Lebenthal Report where Michael and Dominick discuss the ins and outs of Medicare with seasoned expert, Keith Chatel. Keith has spent decades helping individuals make sense of the complex world of healthcare coverage. Whether you're approaching retirement age or already enrolled in Medicare, this conversation is not to be missed. Available now on VoiceAmerica, Youtube, Spotify, and Apple Podcasts.

Join us in our latest episode of The Lebenthal Report where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. Michael and Dominick welcome young professionals Jordan LeWinter & Scott Hartzman. If you are curious about how the next generation is approaching investments, we're unraveling the strategies, success stories and lessons learned. But that's not all! We're also exploring the challenges and triumphs of buying a home on Long ...

In this episode of The Lebenthal Report Podcast, we're thrilled to welcome a distinguished expert in the field of municipal markets, Megha Shrimal, from MacKay Shields. Megha joins Michael and Dominick as they delve into in-depth discussions about the latest municipal markets, discussing how they shape local economies, fund essential projects, and impact community growth. This essential Muni Market update is not to be missed! Tune in now for an enlightening conversation on VoiceAmerica, YouTube,...

In this episode of The Lebenthal Report, we delve into a comprehensive mid-year market update. Joined by expert guest, Greg Dalhman, CFA, Senior Vice President and Portfolio Manager from Dana Investment Advisors. Greg provides listeners with valuable insights into the latest trends, shifts, and developments shaping the global market landscape. Tune in to hear a breakdown of key sectors, performance indicators, and emerging opportunities that have defined the first half of the year. Whether you'r...

This week on the Lebenthal Report Michael & Guest Host, David Walker, welcome Workplace Performance Expert and New Author, Henna Pryor, PCC. Henna is a highly sought-after Workplace Performance Expert and an award-winning 2x TEDx and global keynote speaker, executive facilitator, and coach. Her clients call her their “secret weapon for impossible change,” an honor she wears proudly. She’s known for her science-backed approach to improving the performance, habits, and actions of hungry high achie...

In this audio only, power-packed encore episode, we unpack the hot topics of inflation and earnings recession while shedding light on the age-old battle between bull and bear markets. Joined by seasoned financial expert, John Eade from Argus Research, we delve into the underlying factors driving these economic forces, dissect their impact on investments, and uncover practical strategies to navigate turbulent times. Whether you're a seasoned investor or just getting started, this episode equips y...

In this captivating podcast episode, we delve into the intricate world of central banking and attempt to decipher the enigmatic moves of the Federal Reserve. Our expert guest speaker, Marc Rappaport, CEO of DCM Advisors, joins us to shed light on the Federal Reserve's decision-making process and its potential impacts on the global economy. Get valuable insights on monetary policy, economic forecasts, and more! Don't miss this fascinating episode! Available now on Voiceamerica, YouTube, Apple Pod...

In this audio only, power-packed podcast episode, we unpack the hot topics of inflation and earnings recession while shedding light on the age-old battle between bull and bear markets. Joined by seasoned financial expert, John Eade from Argus Research, we delve into the underlying factors driving these economic forces, dissect their impact on investments, and uncover practical strategies to navigate turbulent times. Whether you're a seasoned investor or just getting started, this episode equips ...

In this episode of The Lebenthal Report, Michael and Dominick give us a current mid-summer market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain times. Join us as we analyze recent market trends, discuss the impact of global events on various sectors, and explore potential investment strategies.

On this encore episode of The Lebenthal Report, we welcome back special guest co-host Phillip Blancato. Phil is the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Phil joins Dominick to provide important insight into the end-of-quarter update. They discuss key trends and the impact of global events to help us gain valuable knowledge when making informed financial decisions. Tune into this explanatory episode now available on VoiceAmerica, Youtube, Apple Podcast or ...

On this episode of The Lebenthal Report, we welcome back special guest co-host Phillip Blancato. Phil is the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Phil joins Dominick to provide important insight into the end-of-quarter update. They discuss key trends and the impact of global events to help us gain valuable knowledge when making informed financial decisions. Tune into this explanatory episode now available on VoiceAmerica, Youtube, Apple Podcast or Spotify...