PODCAST · business
The Lebenthal Report
by Michael Hartzman, CFP and Dominick Tavella
The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by three experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today's headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years.The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 2 PM Pacific Time on the VoiceAmerica Business Channel.
Episodes
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Encore: Is Your Life Insurance Still Right for You?
Life changes—and your life insurance coverage may need to change with it. In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella revisit their conversation with Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services, to explore the...
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AI, Interest Rates & the Market Outlook
AI, Interest Rates & the Market Outlook | Jordan Jackson, J.P. Morgan How will artificial intelligence, inflation, and higher interest rates shape the stock market and economic outlook? In this episode of The Lebenthal Report, host Michael Hartzman and guest co-host Scott Hartzman welcome Jordan...
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Is Your Life Insurance Still Right for You?
Is your life insurance policy still meeting your needs? On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services, for a discussion about life insurance policy reviews and how...
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Encore: Africa's Next Economic Opportunity
Africa is emerging as an increasingly important part of the global economy. Where are the opportunities—and what should investors understand about the continent's changing economic landscape? In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella revisit their...
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Encore: The Market Beyond Big Tech
ENCORE EPISODE | The Market Beyond Big Tech As the market broadens beyond Big Tech and the Magnificent 7, where could new opportunities be emerging? In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella are joined by Greg Scozzari, CFA, Senior Vice President,...
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Africa's Next Economic Opportunity
Africa is emerging as an increasingly important part of the global economy. Where are the opportunities—and what should investors understand about the continent's changing economic landscape? In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Witney...
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The Market Beyond Big Tech
The Market Beyond Big Tech As the market broadens beyond Big Tech and the Magnificent 7, where could new opportunities be emerging? On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella are joined by Greg Scozzari, CFA, Senior Vice President, Investment Strategies at BNY,...
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America Unfinished: Law, Democracy & AI
As America marks 250 years since the Declaration of Independence, what can our history tell us about the future of democracy, law, and governance? On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Harvard Law Professor Alexandra Natapoff, co-editor with...
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529 Plans: How to Save for College
In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Greg Starita of J.P. Morgan Asset Management to discuss 529 plans, college savings, and how families can prepare for the rising cost of education. From getting started with automatic contributions to...
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Encore: Q2 2026 CEO Outlook: Growth Holds, Margins Tighten
In this encore presentation of The Lebenthal Report, we revisit the Q2 2026 Vistage CEO Confidence Index and what it reveals about the outlook among small and midsize business leaders. While 64% of CEOs expect revenue growth, only 48% anticipate higher profits—highlighting the continued pressure…
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Q2 2026 CEO Outlook: Growth Holds, Margins Tighten
Q2 CEO Outlook: Growth Holds, Margins Tighten The Q2 2026 Vistage CEO Confidence Index reveals cautious optimism among small and midsize business leaders. While 64% of CEOs expect revenue growth, only 48% anticipate higher profits—highlighting continued pressure on margins. Q2 highlights: • CEO...
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Encore: July Market Update: AI, Interest Rates & What's Next
Encore Episode: Markets remain near record highs—but what's really driving the rally? In case you missed it, we're revisiting this timely conversation as Michael Hartzman and Dominick Tavella break down the forces that have continued to support the markets despite ongoing geopolitical…
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July Market Update: AI, Interest Rates & What's Next
Markets remain near record highs—but what's really driving the rally? In this July Market Update, Michael Hartzman and Dominick Tavella discuss why strong corporate earnings, continued AI investment, and resilient consumer spending have helped support the markets despite ongoing geopolitical...
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Encore: Estate Planning in 2026: Trusts, Wills & Market Outlook
In case you missed it... Markets continued climbing despite geopolitical turmoil—but what's really driving stocks higher? In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella discuss why markets remained resilient despite global uncertainty, why diversified...
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Encore: The Business of NIL: What Every Athlete Should Know
In case you missed it... This week, we're replaying one of our most popular conversations on one of the biggest changes in college sports: Name, Image & Likeness (NIL). In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Leda Zukowski of New York…
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Estate Planning in 2026: Trusts, Wills & Market Outlook
Markets continued climbing despite geopolitical turmoil—but what's really driving stocks higher? This week on The Lebenthal Report, Michael Hartzman and Dominick Tavella discuss why markets have remained resilient despite global uncertainty, why diversified portfolios are outperforming, and what...
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The Business of NIL: What Every Athlete Should Know
How is NIL (Name, Image & Likeness) changing college sports—and what does it mean for student athletes and their families? In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Leda Zukowski of New York Life to discuss the rapidly evolving world of NIL and the...
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Encore: BlackRock's 2026 Market Outlook: AI Boom, Inflation & Stock Market Risks
Markets are rallying despite rising oil prices, inflation concerns, and escalating geopolitical tensions in the Middle East—but what's really driving stocks higher? In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Mark Peterson of BlackRock to...
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Encore: Is the Economy Stronger Than the Headlines?
Are markets ignoring reality—or is the economy stronger than the headlines suggest? In this encore presentation of The Lebenthal Report, we revisit a timely conversation exploring the surprising resilience of the U.S. economy amid geopolitical tensions, rising oil prices, and persistent global...
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Where Are Bond Markets Headed Next?
The stock market continues to push toward new highs, but what does that mean for bonds, interest rates, and investors seeking income? This week on The Lebenthal Report, Michael Hartzman and Dominic Tavella welcome Julio Bonilla, CFA, Portfolio Manager at Schroders, for an in-depth discussion on...
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The Lebenthal Report: May Market Update
Markets are rising. Headlines are noisy. So what's driving investors? This week on The Lebenthal Report, Michael Hartzman and Dominic Tavella tackle one of the most common client questions: Why does the market continue to move higher despite ongoing geopolitical tension, elevated energy costs…
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ENCORE EPISODE - Q1 2026: CEO Confidence & AI Trends
What's really happening inside America's small businesses as we move through 2026? In this encore presentation of The Lebenthal Report Podcast, Dominick Tavella and Tracy Byrnes welcome back Jeff Oak of Vistage to revisit a timely conversation on CEO confidence, Q1 2026 market trends, and the...
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BlackRock's 2026 Market Outlook: AI Boom, Inflation & Stock Market Risks
Markets are rallying despite rising oil prices, inflation concerns, and geopolitical tension in the Middle East — so what's really driving stocks higher? In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Mark Peterson of BlackRock to break down: Why the...
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Q1 2026: CEO Confidence & AI Trends
What's really happening inside America's small businesses as we move through 2026? In this episode of The Lebenthal Report Podcast, Dominick Tavella and Tracy Byrnes sit down with returning guest Jeff Oak of Vistage to break down the latest CEO confidence data, Q1 2026 market trends, and the...
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Is the Economy Stronger Than the Headlines?
Are markets ignoring reality—or is the economy stronger than the headlines suggest? In this episode of The Lebenthal Report, we break down the surprising resilience of the U.S. economy despite rising geopolitical tensions, higher oil prices, and ongoing global uncertainty. 📊 Key topics covered:...
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Markets, Fed Pressure & SBA Loans Explained
In this episode of The Lebenthal Report, Michael Hartzman and guest co-host Andrew Gilmartin break down the latest market movements, Federal Reserve developments, and the real impact of global headlines on investing in 2026. Despite geopolitical tensions and rapidly shifting news cycles, markets...
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Encore: Calm in the Chaos, What Markets Know That Headlines Don't
In case you missed it, check out this encore episode where we unpacked what was really driving markets during a time of global uncertainty. With geopolitical tensions rising, oil shocks hitting global markets, and nonstop headline risk, investors were asking one question: why was the market…
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Calm in the Chaos: What Markets Know That Headlines Don't
The world feels chaotic… What's really driving markets right now? With geopolitical tensions rising, oil shocks hitting global markets, and nonstop headline risk, investors are asking one question: why is the market holding up so well? In this episode, Michael Hartzman and Andrew Gilmartin are...
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Encore: The $150 Oil Question: Recession or Recovery?
In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down a rapidly shifting market landscape driven by geopolitical tension, rising oil prices, and growing uncertainty. With major indices pulling back and oil nearing critical levels, the big question…
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The $150 Oil Question: Recession or Recovery?
In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down a rapidly shifting market landscape driven by geopolitical tension, rising oil prices, and growing uncertainty. With major indices pulling back and oil nearing critical levels, the big question becomes: is...
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The Rise of AI Companions | The Friend Machine
Markets are under pressure as oil prices surge and geopolitical tensions escalate. But beyond the headlines, a different kind of transformation is happening — one that's far more personal. In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down: The market impact...
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Stagflation Is Back? What Investors Need to Know
Oil spikes. Markets wobble. But the bigger story may be how resilient the economy actually is. This week on The Lebenthal Report, Michael Hartzman and Dominick Tavella discuss the market reaction to geopolitical tensions in the Middle East, rising oil prices, and what it really means for…
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WFAN's Peter Schwartz on Sports Media, NIL & The Changing Game
In this episode of The Lebenthal Report, Michael and Dominick welcome special guest Peter Schwartz, longtime sports broadcaster and on-air personality at WFAN and host of the Sports Bash. Peter shares his journey from a lifelong sports fan to a respected voice in sports media, including his early...
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Q4 2025: CEO Confidence Rebounds - But Inflation Isn't Done
Supreme Court shocks markets. Tariffs return. CEOs turn cautiously optimistic. This week on The Lebenthal Report, Michael Hartzman and Dominic Tavella break down a volatile stretch in the markets — from the Supreme Court's ruling on tariffs to renewed uncertainty and an 800-point market swing....
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Growth vs. Value - Why The Market is Rotating
After six weeks of market action, the S&P 500 is… exactly flat. Meanwhile, the Nasdaq is down, the Dow is up, value stocks are outperforming growth, and international markets are quietly leading the pack. So what's really going on? In this episode of The Lebenthal Report, Michael Hartzman and...
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Market Update - February 10th, 2026
The Magnificent 7 are struggling. The NASDAQ is negative. Gold just hit $5,000. Meanwhile, international markets are quietly surging — and small cap stocks are ripping higher. What's really going on? In this episode, Michael Hartzman and Dominick Tavella break down: Why Big Tech earnings weren't...
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Encore: Staying Confident in a Headline-Driven Market with Howard Yaruss
In case you missed it, be sure to check out this encore episode of The Lebenthal Report, where Michael Hartzman and Dominick Tavella break down the sudden selloff tied to escalating geopolitical uncertainty, including the latest Greenland/NATO tensions and renewed tariff concerns. The big…
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Encore: Motivation and Money: The Paradox of Passion in Investing
In case you missed it, we're replaying a timely episode of The Lebenthal Report that speaks directly to today's market environment. Markets opened the year on a strong note, but headline risk and global uncertainty quickly came into focus. In this episode, we discuss how investors can stay…
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Staying Confident in a Headline-Driven Market with Howard Yaruss
Markets were in decent shape early in 2026 — until headline risk came roaring back. In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down the sudden selloff tied to escalating geopolitical uncertainty, including the latest Greenland/NATO tensions and renewed...
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Motivation and Money: The Paradox of Passion in Investing
Markets opened the year on a strong note, but headline risk and global uncertainty are rising. In this episode of The Lebenthal Report, we discuss how investors can stay focused on fundamentals while navigating unpredictable news cycles. We're joined by Dr. Bobby Hoffman, author of The Paradox of...
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Encore: 2025 Market Wrap + 2026 Outlook
Markets closed out 2025 with strong gains — surprising many investors who expected recession risk, tariff-driven disruption, and renewed volatility. In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down what powered the market's resilience, why AI and…
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2025 Market Wrap + 2026 Outlook
Markets closed 2025 with strong gains, surprising many who expected recession risk and tariff-driven disruption. In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down what drove the year's resilience, why AI and data centers could dominate the 2026 narrative,...
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Encore: In Defense of Millennials
In this encore episode The Lebenthal Report, Author and Bloomberg News reporter Charlie Wells joined us to discuss his book What Happened to Millennials: In Defense of a Generation. Drawing from hundreds of hours of interviews with five Millennials from wildly different backgrounds — alongside…
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Encore: Small Business Mood Check for 2026
In this encore episode, markets head into Thanksgiving with a bit more chop—even after a strong year—especially in last year's standout winners like tech, AI-linked names, and Bitcoin plays. Michael Hartzman and Dominic Tavella unpack what's driving the pullback, why healthcare has quietly led...
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In Defense of Millennials
This week on The Lebenthal Report, Author and Bloomberg News reporter Charlie Wells joins us to discuss his book What Happened to Millennials: In Defense of a Generation. Drawing from hundreds of hours of interviews with five Millennials from wildly different backgrounds — alongside hard data and...
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Encore: The Real AI Economy & What Comes Next
In this encore episode of The Lebenthal Report, Michael Hartzman and guest co-host Tracy Byrnes sit down with John Eade, President and Chairman of the Investment Policy Committee at Argus Research, for a deep-dive into today's market landscape. They tackle everything from the so-called "AI…
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Small Business Mood Check for 2026
Markets are heading into Thanksgiving with a little more chop, even after a strong year — especially in last year's standout winners like tech, AI-linked names, and Bitcoin plays. Michael Hartzman and Dominic Tavella explain what's driving the pullback, why healthcare has quietly led November…
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The Real AI Economy & What Comes Next
In this week's episode of The Lebenthal Report, Michael Hartzman and guest co-host Tracy Byrnes sit down with John Eade, President and Chairman of the Investment Policy Committee at Argus Research, for a deep-dive into today's market landscape. They tackle everything from the so-called "AI…
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Encore Episode: The Global Comeback in International Equities
After years of underperformance, international equities are surging — with the MSCI EAFE up 27% and Emerging Markets soaring 33.5% this year. In this encore episode of The Lebenthal Report, hosts Michael Hartzman and Dominick Tavella revisit their conversation with Anjali Balani, Managing…
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The Global Comeback
After years of lagging behind, international equities are making a powerful return — with the MSCI EAFE up 27% and Emerging Markets up 33.5% this year. In this episode of The Lebenthal Report, hosts Michael Hartzman and Dominick Tavella sit down with Anjali Balani, Managing Director at JPMorgan...
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ABOUT THIS SHOW
The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by three experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today's headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years.The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 2 PM Pacific Time on the VoiceAmerica Business Channel.
HOSTED BY
Michael Hartzman, CFP and Dominick Tavella
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