Episodes
Oct. 12, 2021
Market Volatility: Factors, Opportunities and Risks
On this episode of The Lebenthal Report, Michael Hartzman and co-host Eric Wagoner speak with Brian Fitzgerald, Institutional Portfolio Manager for Franklin Templeton Investment Solutions.
Oct. 5, 2021
Third Quarter 2021 Market Review
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman review the markets over the third quarter of 2021.
Sept. 28, 2021
Municipal Bond Market Under The Microscope
On this episode of The Lebenthal Report, Mark Paris, Chief Investment Officer and Head of Municipals for Invesco joins the show to speak with Dominick Tavella and Michael Hartzman.
Sept. 21, 2021
Current Market Conditions
On this episode of The Lebenthal Report, Mikhail (Mike) Alkhazov, CFA, Equity Analyst of Dana Investment Advisors joins the show to speak with Dominick Tavella and Michael Hartzman on current market conditions.
Sept. 14, 2021
Women in Financial Services: Insights from Jaime Desmond
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jaime Desmond, Chief Operating Officer of Ladenburg Thalmann Asset Management.
Aug. 31, 2021
Planning ahead for social security and seasonal market trends
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Roberta Eckert, VP, Nationwide Retirement Institute. Jordan Kimmel then joins the show to speak with returning guest Jeffrey Hirsch the...
Aug. 24, 2021
Adapting to the current market conditions
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Richard Koerner, the Senior Vice President, Sector | ETF Strategist Manager at Fidelity Investments. Jordan Kimmel then...
Aug. 17, 2021
Changes in the workplace and Liz Claman on an illustrious career
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with The CEO’s Right Hand, Inc.’s founder and CEO William Lieberman and Chief Talent Officer, Sarah Lieberman. The CEO’s Right Hand, Inc. is...
Aug. 10, 2021
How 529 Plans Work Plus Market Insights
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Kristia Adrian, Vice President, 529 Specialist for J.P. Morgan Asset Management. Jordan Kimmel then joins the show to speak with Chief ...
July 27, 2021
Long-Term Planning
On this episode of The Lebenthal Report, Michael Hartzman speaks with Lee Rubenstein, Attorney at Law. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.
July 20, 2021
Jim Rogers on What is Driving the Market
On this episode of The Lebenthal Report our guest is legendary investor and financial commentator, Jim Rogers.
July 13, 2021
Insights on Infrastructure, REITs and ETFs
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Joe Lavin, Senior Vice President at CBRE Global Investors. Jordan Kimmel then joins the show to speak with returning guest Michael Cart...
July 6, 2021
Mid-Year Market Review
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman review the markets over the first half of 2021. Jordan Kimmel then joins the show to speak with Jonathan Golub, Chief U.S. Equity Strategist at Cr...
June 29, 2021
Discussions on women in finance and commercial real estate
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Tracy Byrnes, a Financial Advisor at UBS Financial Services. Jordan Kimmel then joins the show to speak with Jeff Sica, President and C...
June 22, 2021
Business in a post-pandemic world
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Ron Koenigsberg, President of American Investment Properties. Jordan Kimmel then joins the show to speak with returning guest Edward Ma...
June 15, 2021
Corporate Governance & Economic Drivers
On this episode of The Lebenthal Report, Michael Hartzman speaks with James Black II, Partner at Silverman Acampora LLP. Jordan Kimmel then joins the show to speak with Kevin Mahn, President and Chief Investment Officer of He...
June 8, 2021
Perspective on the Financial Markets and the Economy
Perspective on the Financial Markets and the Economy with Dr. Quincy Krosby, Chief Market Strategist for Prudential | The Lebenthal Report Episode #22 On this episode of The Lebenthal Report, Dr. Quincy Krosby, Chief Market S...
June 1, 2021
Rebalancing your portfolio: What that means
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth. Jordan Kimmel then joins the show to speak with Edward Mat...
May 25, 2021
Where value is seen now in municipals and using factors to rank
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins ...
May 18, 2021
Tax law changes explained and value/growth factor analysis
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bennet Grutman, Partner at Davis & Grutman, LLP. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetr...
May 11, 2021
Discussion of the global picture and inside ETFs
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph.D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strate...
May 4, 2021
What is driving the markets – the big picture
What is driving the markets – the big picture with Jeremy Schwartz and Jeffrey Hirsch | The Lebenthal Report Episode #17 On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with WisdomTree’s G...
April 27, 2021
Emerging opportunities and sustainable investing
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director Applied Insights for Hartford Funds. Jordan Kimmel then joins the show to speak with Morningstar’s ...
April 20, 2021
Estate Planning and Investing in Dividends
On this episode of The Lebenthal Report, returning guest Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation, speaks with Dominick Tavella and Michael Hartzman. Jordan Kimmel ...