Episodes

July 5, 2022

A Conversation with NBA Trailblazer Coach Ray Scott

On this week's episode of The Lebenthal Report, we welcome former NBA player and coach, Ray Scott. Ray Scott was part of the early wave of Black NBA players who changed how the game of professional basketball is played, leading to the tremendously popular financial blockbuster the NBA is today. Scott was a successful forward/center chosen as the #4 pick by the Detroit Pistons in the 1961 NBA draft. After he was named head coach of the Pistons in 1972, he won Coach of the Year in the spring of 19...
June 28, 2022

Encore A Global Perspective from Schroders

On this week's Lebenthal Report Michael Hartzman welcomes back returning guest, Jonathan Mackay. Jon is Head of Sales, US Intermediary Investment Strategists at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. Jon gives his perspective about global markets and the effect a US recession would have around the world.
June 21, 2022

A Global Perspective from Schroders

On this week’s Lebenthal Report Michael Hartzman welcomes back returning guest, Jonathan Mackay. Jon is Head of Sales, US Intermediary Investment Strategists at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. Jon gives his perspective about global markets and the effect a US recession would have around the world.
June 7, 2022

Market Update with Jake Jolly

On this week of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Jake Jolly of BNY Mellon. Jake is a Senior Investment Strategist at BNY Mellon Investment Management. Jake's focus areas include factor investing, macroeconomics, and quantitative research. He has extensive experience delivering market/portfolio updates to institutions, RIAs, and consultants. Jake earned an MBA in Finance and Accounting from Carnegie Mellon University.
May 24, 2022

Financial Fraud, Scams & Elder Abuse | The Lebenthal Report

This week on the Lebenthal Report, we welcome Ron Roel. Ron Roel is a veteran journalist, author, and radio show host who is passionate about promoting “successful aging” across the generations, providing helpful information, pragmatic solutions, and compelling stories to help people explore rewarding experiences throughout life. He is the host of 45 Forward, a nationwide internet talk radio show on VoiceAmerica.com. Each week, Ron explores a wide range of topics with guest experts, integrating ...
May 3, 2022

What's Moving Small Caps

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth.
April 19, 2022

Potential Bite of State Estate Taxes

Om this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman are joined by Harold Bollaci of Bollaci Law Office. They discuss what you could expect when paying state estate taxes.
April 12, 2022

Market Update with Dominick Tavella & Michael Hartzman

On this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets.
March 29, 2022

Mortgages 101 with David Lykken | The Lebenthal Report

On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with David Lykken and discuss the state of mortgages.
March 22, 2022

Deep Dive into Banks | The Lebenthal Report 55

On this week of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Eric Wagoner of Lebenthal Financial Services.
March 15, 2022

Market Perspective with Lauren Goodwin of NY Life

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Lauren Goodwin, CFA, an economist, and strategist for New York Life Investments’ Multi-Asset Solutions team.
March 8, 2022

Market Update with Michael & Dominick

On this week of The Lebenthal Report, Michael Hartzman & Dominick Tavella discuss what is going on in the market.
Feb. 22, 2022

Practical Perspective to Volatility

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director Applied Insights for Hartford Funds.
Feb. 8, 2022

ESG Investing with Laz Tiant

On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with Investment director Laz Tiant of Schroders to discuss ESG (Environmental, Social, and Governance) investing.
Feb. 1, 2022

Michael Hartzman & Dominick Tavella on Asset Allocation

In Episode 50 of The Lebenthal Report, Michael Hartzman & Dominick Tavella discuss allocating client portfolios.
Jan. 18, 2022

John Eade on Inflation & Market Volatility

On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with John Eade of Argus Research to discuss inflation and recent market volatility.
Jan. 11, 2022

What is Cryptocurrency?

On this episode, Dominick Tavella & Michael Hartzman speak with special guest, Kevan McConlogue of Overline-BSI.
Jan. 4, 2022

A look ahead to 2022

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with special guest Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management.