Episodes

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...

In this eye-opening episode, we welcome author and economist, Nate Hilger. Michael and Dominick delve into the disparities between high-income and low-income parenting. Join us as we explore the unique financial challenges each group faces and discuss strategies to bridge the gap and create a more equitable environment for all families. From examining privileges and pressures to addressing systemic barriers, we aim to foster empathy and advocate for a more inclusive future. These ideas and more ...

This informative episode of the Lebenthal Report should not be missed. Check out this encore episode where we welcome back returning guest, Ron Roel. Ron Roel is the host of 45 Forward, a nationwide internet talk radio show on VoiceAmerica.com. Michael and Dominick discuss with Ron common challenges and solutions when planning for long term care while also touching upon current issues surrounding nursing homes. They focus on timely topics that are featured in Ron's soon-to-be-published guide for...

In this episode of The Lebenthal Report, Michael and Dominick give us a current 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.

This week on the Lebenthal Report we welcome back returning guest, Ron Roel. Ron Roel is the host of 45 Forward, a nationwide internet talk radio show on VoiceAmerica.com. Michael and Dominick discuss with Ron common challenges and solutions when planning for long term care while also touching upon current issues surrounding nursing homes. They focus on timely topics that are featured in Ron’s soon-to-be-published guide for family caregivers: The Caregiver Navigator. We highly recommend this epi...

This week on The Lebenthal Report we welcome Dr. Aaron Ahuvia, Ph.D. Dr. Ahuvia author of “The Things We Love: How Our Passions Connect Us and Make Us Who We Are discusses the psychology behind brand love and customer loyalty. They go into detail about the difference between value and love. We ask the question what does a company do right to create that value proposition? They discuss how the psychological aspects behind this can help the company raise stock. You will LOVE this informative episo...

This week on The Lebenthal Report we welcome Howard Jonas, CLU, ChFC, REBC, CASL, Director of Advanced Sales from Crump Life Insurance. Howard provides technical support to financial advisers with estate planning, charitable planning, wealth transfer, and business succession planning situations. Michael and Dominick discuss with Howard how life insurance can be an important part of a comprehensive financial plan. While no one wants to think about their own mortality, life insurance can be used i...

This week on The Lebenthal Report we welcome Steven Friedman from MacKay Shields. Steve is a Managing Director and Co-Head of Macro and Quantitative Solutions. He also serves as Senior Macroeconomist for the Global Credit and Global Fixed Income teams and Chair of their Investment Policy Committee. Michael and Dominick talk about the Federal Reserve with Steve and touch upon many of our clients' burning questions about the current state of the economy. Steve helps break down where we are in the ...

This week on the Lebenthal Report we welcome Keynote Speaker & Author, Brittany Hodak. Brittany Hodak, is an award-winning marketing expert and customer experience speaker, she holds a master’s degree in marketing and is the author of “Creating Superfans”. Over the years, she oversaw multi-million-dollar and award-winning campaigns for Johnson & Johnson, A&E Television and LG. Michael and Dominick discuss with Brittany how to build a community of loyal customers. They explore why customer retent...

This week on the Lebenthal Report we are excited to welcome guest Jack Manley. Jack Manley, vice president, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and d...

This week on the Lebenthal Report we welcome author, Douglas Bauer. Michael and Dominick go into detail with Doug about how he was inspired for his newest novel, The Beckoning World, which was released Fall of 2022. Doug also discusses how to get into the business of being a writer. Doug’s vast experience and knowledge are something to aspire to. He is the author of three previous novels — Dexterity; The Very Air and The Book of Famous Iowans — and three works of non-fiction — Prairie City Iowa:...