The Lebenthal Report

Business and Economic News     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 evolving outlook for small businesses. From AI adoption and hiring challenges to inflation, tariffs, and consumer uncertainty, Jeff shares real-time insights from thousands of small business leaders across the country.   Key Takeaways: ✔ CEOs still expect modest growth in 2026 ✔ AI is becoming essential across nearly every role ✔ Skilled talent remains difficult to hire ✔ Businesses are delaying major investments amid uncertainty   Subscribe for weekly conversations on markets, business leadership, investing, and the economy.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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: Why the S&P 500, Dow, and Nasdaq are rising despite global conflict The real impact of rising oil and gas prices on consumers and inflation Whether markets are "shrugging off" risk—or pricing it correctly AI's impact on jobs, productivity, and future economic growth Why small caps and mid caps are outperforming big tech Are bonds "sexy again"? What investors should know now 💡 Key insight: Even with oil spikes and global instability, the U.S. consumer and labor market remain strong—supporting continued economic growth.  👥 Featuring insights from CEO of Ladenburg Thalmann Asset Management & Chief Market Strategist of Osaic Wealth, Phil Blancato on: Interest rates & inflation outlook AI-driven economic transformation Where opportunities may lie for investors 🔔 Subscribe for weekly market insights, economic analysis, and investing strategies.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 have remained surprisingly resilient, with strong year-to-date gains across the S&P 500, Dow, and Nasdaq. The hosts dive into why headlines are driving short-term volatility—and why long-term investors should focus on fundamentals like corporate earnings, inflation, and oil prices. They also unpack the growing scrutiny around the Federal Reserve, including the nomination of Kevin Warsh and what political pressure could mean for interest rates, inflation, and economic stability. The highlight of the episode features a deep dive into the U.S. Small Business Administration (SBA) with Regional Administrator Matt Coleman. Learn how SBA loans work, who qualifies, and why government-backed lending plays a critical role in fueling entrepreneurship and economic growth. With nearly 99% of U.S. businesses classified as small businesses, the SBA remains a key engine of the American economy.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

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 holding up so well? In this episode, Michael Hartzman and Andrew Gilmartin were joined by Jack Manley (J.P. Morgan Global Market Strategist) to break it all down. They covered: Why markets remained surprisingly resilient despite global chaos How energy shocks impacted inflation, growth, and consumer behavior Why the economy was fundamentally different from past crises The hidden volatility beneath the surface of the market What AI, fiscal policy, and consumer strength meant going forward How global markets (and China) fit into the picture The key takeaway? The market may have looked calm—but underneath, there was a lot more happening than met the eye. If you were trying to make sense of that environment, this was a must-listen.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 joined by Jack Manley (J.P. Morgan Global Market Strategist) to break it all down. They cover: Why markets remain surprisingly resilient despite global chaos How energy shocks impact inflation, growth, and consumer behavior Why today's economy is fundamentally different from past crises The hidden volatility beneath the surface of the market What AI, fiscal policy, and consumer strength mean going forward How global markets (and China) fit into the picture The key takeaway? The market may look calm—but underneath, there's a lot more happening than meets the eye. If you're trying to make sense of today's environment, this is a must-listen.       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 becomes: is there an off-ramp—or are markets heading for more turbulence? They're joined by returning guest John Eade, President & CEO of Argus Research, a trusted voice who has appeared on the show multiple times, to provide insight into today's volatile environment. Together, they discuss: The impact of rising oil prices on inflation and consumers Why markets have pulled back—but not panicked The outlook for interest rates and Fed policy Whether recession fears are justified Why the long-term bull market may still be intact Where AI-driven opportunities are emerging beyond big tech Despite short-term uncertainty, strong fundamentals—from consumer balance sheets to continued investment in AI—may still support markets going forward.       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 there an off-ramp—or are markets heading for more turbulence? They're joined by returning guest John Eade, President & CEO of Argus Research, a trusted voice who has appeared on the show multiple times, to provide insight into today's volatile environment. Together, they discuss: The impact of rising oil prices on inflation and consumers Why markets have pulled back—but not panicked The outlook for interest rates and Fed policy Whether recession fears are justified Why the long-term bull market may still be intact Where AI-driven opportunities are emerging beyond big tech Despite short-term uncertainty, strong fundamentals—from consumer balance sheets to continued investment in AI—may still support markets going forward.       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 of rising oil prices and global conflict Why gas prices are climbing despite strong U.S. supply The growing risk of a stagflation-like environment How long consumers can absorb higher costs Then, they're joined by author Victoria Hetherington, whose new book The Friend Machine explores the rapidly emerging world of AI companionship. They discuss: Why people are forming emotional connections with AI Who benefits most — from seniors to the socially isolated The psychological and ethical risks of AI relationships Privacy concerns and how personal data is used Whether AI enhances human connection — or replaces it As AI moves beyond productivity into personal relationships, the question becomes: Are we improving human life — or redefining it entirely? 🎧 Listen now for a conversation at the intersection of markets, technology, and human behavior.       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 investors. Despite alarming headlines — oil briefly hitting $120 per barrel and fears about the Strait of Hormuz — markets have remained surprisingly resilient. Then the hosts welcome Michael "Macro Mike" LoGalbo, Global Market Strategist at New York Life, to break down the macro backdrop: • Why markets may be underpricing geopolitical risk • The real impact of $100+ oil on the global economy • Why inflation may remain stubbornly high • What a K-shaped economy means for spending and growth • Whether the Fed will still cut rates this year • And why stagflation is becoming a word investors may hear again The conversation also explores how global power dynamics, China's economic strategy, and energy markets are reshaping the investment landscape. As always, the message is simple: Stay calm. Stay disciplined. And focus on long-term fundamentals.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 days working at Sports Phone, his career at major radio stations like WABC, and covering some of the biggest sporting events in the world. In this conversation, Peter discusses: • What it takes to build a career in sports broadcasting • How sports media has changed in the era of social media • The massive rise of sports betting and its impact on fans • How NIL deals and the transfer portal are transforming college athletics • Why sports continue to serve as a powerful escape during uncertain times Peter also reflects on covering iconic moments in sports and explains why networking, persistence, and passion are essential for anyone hoping to work in sports media. Before the interview, Michael and Dominic also discuss recent market volatility tied to geopolitical headlines and how disciplined investors navigate uncertainty. 🎧 Listen to the full conversation for insights from one of New York's most recognizable sports voices.       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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. Then, returning guest Jeff Oak (Vistage Chair) joins the show to discuss the latest Vistage CEO Confidence Index (Q4 2025) — a leading indicator that tracks the sentiment of small and mid-sized business leaders across the country. Key themes: Why the market reaction to the tariff ruling was muted… then not. GDP disappointment and what it really means. Why CEOs are cautiously optimistic — but still defensive. Margin pressure, pricing power, and why 50% of CEOs expect to raise prices 4–6%. Why small businesses (75% of new jobs, 50% of national revenue) matter more than ever. And what business leaders can — and cannot — control in 2026. As always, we focus on discipline over distraction — and long-term fundamentals over short-term noise. Subscribe for weekly market insights and thoughtful analysis.         Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 Dominick Tavella break down: The growing divergence between growth and value Why AI-related stocks are getting hit — and whether it's premature What history teaches us about "obvious" investment themes Why international and emerging markets are outperforming Whether gold, the dollar, and crypto are signaling peak liquidity And what true diversification actually looks like They're joined by Dan Suzuki, CFA, Investment Strategist at Schroders, who offers a global perspective on AI, market concentration, currency trends, and why today's "inevitable" trade may not last forever. From the Magnificent 7 pullback to international value strength, this episode tackles the big question: Are we witnessing a healthy reset — or the beginning of something bigger? As always, AI is a tool — not a portfolio manager. Investment decisions require discipline, diversification, and perspective. 🎧 Listen now and stay informed.         Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 "good enough" for Wall Street Whether the AI spending boom is a bubble… or the next internet Why the rest of the market is outperforming the Magnificent 7 International markets up 30–40% over the past year The real reason central banks are hoarding gold Why silver's wild swings require caution What the Federal Reserve is actually worried about The growing "no hire, no fire" job market trend A new New York State law requiring small businesses (10+ employees) to implement a 401(k) plan Plus, we discuss how we're positioning client portfolios amid shifting leadership: small caps, mid caps, dividend stocks, and international exposure.   Markets are rotating. Headlines are noisy. Discipline matters more than ever.   🎧 Tune in for perspective beyond the headlines.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 question for investors: is this a real economic deterioration — or market panic driven by unpredictable headlines? Then they were joined by returning guest Howard Yaruss, economist, NYU professor, and author of Understandable Economics, to discuss what's really happening beneath the surface: the rising cost of U.S. debt, why foreign demand for Treasuries may be weakening, why gold is surging, and what "black swan" risks investors should actually worry about. 📘 Howard Yaruss' book: Understandable Economics 🌐 More info: howardyaruss.com

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 grounded in fundamentals while navigating unpredictable news cycles. Michael and Dominick are joined by Dr. Bobby Hoffman, author of The Paradox of Passion: How Rewards Covertly Control Motivation, to explore the psychology behind motivation, passion, and decision-making—and how those forces influence investor behavior. Topics include: Why markets can handle bad news—but not uncertainty Headline risk versus economic fundamentals The real story behind "fear and greed" Why passion isn't always sustainable Self-control, long-term planning, and smarter financial decisions If you're hearing this for the first time—or revisiting it with fresh perspective—this conversation is well worth a listen.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 tariff concerns. The big question for investors: is this a real economic deterioration — or market panic driven by unpredictable headlines? Then we're joined by returning guest Howard Yaruss, economist, NYU professor, and author of Understandable Economics, to discuss what's really happening beneath the surface: the rising cost of U.S. debt, why foreign demand for Treasuries may be weakening, why gold is surging, and what "black swan" risks investors should actually worry about. 📘 Howard Yaruss' book: Understandable Economics 🌐 More info: howardyaruss.com       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

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 Passion: How Rewards Covertly Control Motivation, to explore the psychology behind motivation, passion, and decision-making—and how those same forces influence investor behavior. Topics include: • Why markets can accept bad news—but not the unknown • Headline risk vs. economic fundamentals • The truth about "fear and greed" in investing • Why passion isn't always sustainable • Self-control, long-term planning, and better financial decisions     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

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 data center expansion could shape the 2026 narrative, what to watch from interest rates amid a shifting Federal Reserve leadership, and how a potential wave of tax refunds may provide meaningful stimulus early next year.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/    

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, what to expect from interest rates and the Fed transition, and how a potential wave of tax refunds could provide meaningful stimulus early next year.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

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 hard data and economic context — Wells explains what really happened to this cohort's finances, careers, and lives. We dug into why Millennials were labeled "lazy" and "entitled" when the macro backdrop was anything but, how repeated shocks shaped their risk tolerance, spending, and investing habits, and why they're about to move from being the market's punching bag to its decision-makers.   And yes, we talked about the big stuff: what Millennial leadership could mean for markets, housing, retirement policy, and voting blocs — plus whether the generation that survived three "once-in-a-lifetime" crises is actually the most battle-tested set of future CEOs and policymakers we've got.   If you've ever wondered whether Millennials are unlucky, misunderstood, or quietly reshaping the economy while everyone's distracted by culture wars… this one's for you.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 November, and how a healthy valuation reset can help set the stage for the next leg higher. Then we're joined by returning guest Jeff Oak, a Vistage Chair, for a real-time read on small and mid-size business sentiment heading into 2026. Jeff explains why CEO confidence has rebounded from the spring tariff shock but remains stuck in neutral, what "profitless prosperity" looks like on Main Street, and why protecting margins matters more than ever. The group also digs into rising AI adoption among smaller companies, holiday-season expectations, employee engagement, and the challenge—and opportunity—of leading a workforce spanning five generations.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 economic context — Wells explains what really happened to this cohort's finances, careers, and lives. We dig into why Millennials were labeled "lazy" and "entitled" when the macro backdrop was anything but, how repeated shocks shaped their risk tolerance, spending, and investing habits, and why they're about to move from being the market's punching bag to its decision-makers.   And yes, we talk about the big stuff: what Millennial leadership could mean for markets, housing, retirement policy, and voting blocs — plus whether the generation that survived three "once-in-a-lifetime" crises is actually the most battle-tested set of future CEOs and policymakers we've got.   If you've ever wondered whether Millennials are unlucky, misunderstood, or quietly reshaping the economy while everyone's distracted by culture wars… this one's for you.       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 bubble" claims to the surge in utilities, data center infrastructure spending, and what investors may be overlooking as Big Tech shifts from hype to real-world implementation. The conversation also explores stablecoins, cryptocurrency regulation, interest rate expectations heading into 2026, consumer bifurcation, and the rising importance of affordability in economic policy. Whether you're questioning the sustainability of AI-driven growth, assessing market rotation opportunities, or preparing portfolios for potential Fed shifts, this episode offers critically timed insights for investors, advisors, and market watchers.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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, and how healthy valuation resets can set the stage for the next leg higher.   Then we're joined by returning guest, Jeff Oak, Vistage Chair, for a real-time read on small and mid-size business sentiment heading into 2026. Jeff breaks down why CEO confidence has rebounded from the spring tariff shock but remains stuck in neutral, what "profitless prosperity" looks like on Main Street, and why protecting margins matters more than ever. The group also digs into rising AI adoption among smaller companies, holiday-season expectations, employee engagement, and the challenge  and opportunity of leading a workforce spanning five generations.       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/    

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 bubble" claims to the surge in utilities, data center infrastructure spending, and what investors may be overlooking as Big Tech shifts from hype to real-world implementation. The conversation also explores stablecoins, cryptocurrency regulation, interest rate expectations heading into 2026, consumer bifurcation, and the rising importance of affordability in economic policy. Whether you're questioning the sustainability of AI-driven growth, assessing market rotation opportunities, or preparing portfolios for potential Fed shifts, this episode offers critically timed insights for investors, advisors, and market watchers.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 Director at JPMorgan Asset Management, to unpack the forces driving this global rally: ✅ The "CVS" framework — Currency, Valuation, Sentiment ✅ How a weakening U.S. dollar is boosting global returns ✅ Why Europe, Japan, and Korea are emerging as equity bright spots ✅ Strategies for rebalancing portfolios and capturing international growth 🎧 Tune in to catch up on insights that could shape the next wave of market opportunity!   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at [http://www.adviserinfo.sec.gov._]www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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 Asset Management, to break down the drivers behind the surge: ✅ The "CVS" framework — Currency, Valuation, Sentiment ✅ The weakening U.S. dollar's impact on global returns ✅ Why Europe, Japan, and Korea are becoming equity bright spots ✅ How investors can strategically rebalance for global diversification   🎧 Listen now to explore where the next wave of market growth may come from. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

October is Long-Term Care (LTC) Planning Month, and there's no better time to talk about planning for the future. In this encore episode of The Lebenthal Report, hosts Michael Hartzman and Tracy Burns sit down with Rick Stewart, Regional Director at Crump Insurance, to unpack everything you need to know about long-term care insurance — what it covers, when to consider it, and how it fits into your broader financial plan. They explore the rising costs of care, the difference between long-term care, disability, and health insurance, and new hybrid products that combine life insurance and LTC benefits. Whether you're approaching retirement or helping a loved one plan ahead, this conversation offers clarity and actionable insights for protecting your health, your wealth, and your family's peace of mind. 💬 October is the perfect time to start the conversation. If you have questions about long-term care planning or how it fits into your financial strategy, reach out to our team at The Lebenthal Report — we're here to help. 🎧 Listen now and take the first step toward peace of mind. #LongTermCareAwarenessMonth #FinancialPlanning #RetirementPlanning #WealthManagement #LTCInsurance #Investing #Podcast #TheLebenthalReport   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

In case you missed it, check out this encore episode of The Lebenthal Report, where  Michael Hartzman and Dominick Tavella sit down with David Eliot, PhD candidate and author of Artificially Intelligent: The Very Human Story of AI. Together they explore how artificial intelligence is reshaping our economy, the future of work, and everyday life — often in ways we don't even realize. They discuss the AI arms race among tech giants, the energy crisis fueling innovation, and how investors and consumers alike can prepare for a rapidly changing world. 🎧 Tune in for a grounded, human-centered look at the technology transforming everything.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

October is Long-Term Care (LTC) Planning Month, and there's no better time to talk about planning for the future. In this episode of The Lebenthal Report, hosts Michael Hartzman and Tracy Burns sit down with Rick Stewart, Regional Director at Crump Insurance, to unpack everything you need to know about long-term care insurance — what it covers, when to consider it, and how it fits into your broader financial plan. They explore the rising costs of care, the difference between long-term care, disability, and health insurance, and new hybrid products that combine life insurance and LTC benefits. Whether you're approaching retirement or helping a loved one plan ahead, this conversation offers clarity and actionable insights for protecting your health, your wealth, and your family's peace of mind. 💬 October is the perfect time to start the conversation. If you have questions about long-term care planning or how it fits into your financial strategy, reach out to our team at The Lebenthal Report — we're here to help. 🎧 Listen now and take the first step toward peace of mind. #LongTermCareAwarenessMonth #FinancialPlanning #RetirementPlanning #WealthManagement #LTCInsurance #Investing #Podcast #TheLebenthalReport   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with David Eliot, PhD candidate and author of Artificially Intelligent: The Very Human Story of AI. Together they explore how artificial intelligence is reshaping our economy, the future of work, and everyday life — often in ways we don't even realize. They discuss the AI arms race among tech giants, the energy crisis fueling innovation, and how investors and consumers alike can prepare for a rapidly changing world. 🎧 Tune in for a grounded, human-centered look at the technology transforming everything. #ArtificialIntelligence #FutureOfWork #Economy #AITrends #Investing #Podcast #LebenthalReport     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

  On this Enncore episode Dominick Tavella and Michael Hartzman sit down with Philip Blancato, CEO of Ladenburg Asset Management, for a candid conversation on the markets, the Fed, and where investors should be looking now. From jobs data and inflation to bonds, small caps, and life beyond the Magnificent Seven, this episode keeps it real on what matters most for portfolios today.   If you're wondering whether "bad news" is now "good news" for the Fed—or where real value lies beyond the Magnificent Seven—this episode offers the insights you need.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/.

In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with NYU professor and author Howard Yaruss (Understandable Economics) to unpack today's most pressing financial topics. From Social Security solvency and inflation to the gig economy, tariffs, and cryptocurrencies, Yaruss offers clear, straightforward insights into how economic policy shapes our daily lives. A must-listen for anyone looking to make sense of the markets—and the forces driving them.

Markets are shifting, and small businesses are adapting. In this encore episode of The Lebenthal Report, Dominick and guest host Tracy Byrnes review last week's market performance and sit down with Vistage Chair Jeff Oak to uncover how small business CEOs are navigating 2025. In this episode: Market recap: Russell 2000 rally & potential September rate cut The squeeze on small business margins from tariffs & rising costs Productivity gains through AI, automation & smarter processes CEO burnout and stress on the rise Opportunities for growth in uncertain times 👉 Watch the full episode now: https://www.youtube.com/watch?v=1W0PeZhNPbA   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

Dominick Tavella and Michael Hartzman sit down with Philip Blancato, CEO of Ladenburg Asset Management, for a candid conversation on the markets, the Fed, and where investors should be looking now. From jobs data and inflation to bonds, small caps, and life beyond the Magnificent Seven, this episode keeps it real on what matters most for portfolios today.   If you're wondering whether "bad news" is now "good news" for the Fed—or where real value lies beyond the Magnificent Seven—this episode offers the insights you need.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/.

We're revisiting a standout conversation packed with timely insights on today's market environment. Despite record highs, uncertainty looms—and this discussion breaks down the signals investors can't afford to ignore. Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist at BNY Investments, to explore: CPI data fueling 90% expectations for rate cuts How just 10 AI companies are driving 80% of S&P performance Surprising strength in international markets Why headline inflation masks rising costs on essentials—eggs up 16%, coffee up 14% The critical shift from speculation to quality investments Macey cautions against market complacency, highlighting the importance of diversification strategies that are finally delivering results. This encore discussion also unpacks market FOMO, the wealth effect on spending, and how to strategically position in today's frothy markets. Don't miss this essential replay for navigating uncertainty with confidence. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/.

In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with NYU professor and author Howard Yaruss (Understandable Economics) to unpack today's most pressing financial topics. From Social Security solvency and inflation to the gig economy, tariffs, and cryptocurrencies, Yaruss offers straightforward insights into how economic policy shapes our daily lives. A must-listen for anyone seeking to make sense of the market and the forces behind it.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

Markets are shifting, and small businesses are adapting. 📊 In this new episode of the Lebenthal Report, Dominick & guest host Tracy Byrnes break down last week's performance and sit down with Vistage Chair Jeff Oak to uncover how small business CEOs are navigating 2025: 📌 What you'll learn in this episode: Market recap: Russell 2000 rally & potential September rate cut How tariffs & rising costs are squeezing small business margins Productivity gains through AI, automation & smarter processes CEO burnout and stress on the rise  Opportunities for growth in uncertain times 👉 Watch the full episode now: https://www.youtube.com/watch?v=1W0PeZhNPbA Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/    

The latest episode of The Lebenthal Report examines the market's mixed signals as we reach record highs despite ongoing economic uncertainty. Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist from BNY Investments, for timely market insights. Key takeaways: CPI data fuels 90% expectations for rate cuts Just 10 AI companies drive 80% of S&P performance International markets deliver surprising outperformance While headline inflation appears controlled, everyday essentials tell a different story—eggs up 16%, coffee up 14% Macey cautions against dangerous market complacency while emphasizing the critical shift toward quality investments over speculation. After years of underperformance, diversification strategies are finally delivering results.   This essential discussion covers navigating market FOMO, understanding how the wealth effect influences spending patterns, and strategic positioning in today's frothy markets. Don't miss these insights for uncertain times ahead.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

This episode of The Lebenthal Report dives into market trends and the Fed's next move, exploring whether rate hikes are truly done or simply on pause. John Eade, President of Argus Research, joins as guest co-host to break down job growth, inflation data, and equity positioning—from mega-cap tech resilience to sector rotation into small caps. The team also examines fixed income opportunities amid a potential peak in rates and offers strategic advice on patience, selectivity, and long-term positioning. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/    

In case you missed last week's episode, enjoy this encore of The Lebenthal Report, where Michael and Dominick are joined by Tracy Byrnes, CDFA® — Vice President of Women & Investing at Lebenthal Global Advisors. Tracy shares expert insights on the current stock market outlook, what investors should watch right now, and actionable strategies for navigating today's volatile markets.   They also explored women's roles in the financial industry, why female investors face unique challenges, and how women can build financial confidence and long-term wealth. Tracy brings her decades of experience in wealth management and financial journalism to provide practical tips for both new and seasoned investors.   Whether you're seeking a market update or guidance on empowering women in finance, this episode offers valuable takeaways for navigating money, markets, and investing with confidence. Listen now to gain insights you won't hear anywhere else.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

This week on The Lebenthal Report, Michael and Dominick are joined by Tracy Byrnes, CDFA® — Vice President of Women & Investing at Lebenthal Global Advisors. Tracy shares expert insights on the current stock market outlook, what investors should watch right now, and actionable strategies for navigating today's volatile markets.   They also explore women's roles in the financial industry, why female investors face unique challenges, and how women can build financial confidence and long-term wealth. Tracy brings her decades of experience in wealth management and financial journalism to provide practical tips for both new and seasoned investors.   Whether you're seeking a market update or guidance on empowering women in finance, this episode offers valuable takeaways for navigating money, markets, and investing with confidence. Listen now to gain insights you won't hear anywhere else.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

In this week's Lebenthal Podcast, Michael and Dominick break down key market movers—from tariff risks and Powell's interest rate pause to tax reform impacts and looming Medicaid cuts. They cut through the noise to explain how these shifts affect investors, small business owners, and the broader economy. With sharp insight on market volatility and long-term trends, this episode is a must-listen for anyone navigating today's uncertain financial landscape. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

In case you missed it, check out this encore episode of The Lebenthal Report, Michael and Dominick dive into the market's performance as the third quarter of 2025 begins, noting that markets have remained steady despite ongoing economic and geopolitical uncertainties.   Key themes included the broader economic outlook, potential effects of policy decisions on growth and consumer confidence, and how shifting global dynamics could influence market trends in the months ahead.   Looking forward, expectations are mixed, with cautious optimism about interest rate adjustments and technological developments supporting resilience through the second half of the year.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

On this episode of The Lebenthal Report, Michael and Dominick dive into the market's performance as the third quarter of 2025 begins, noting that markets have remained steady despite ongoing economic and geopolitical uncertainties.   Key themes included the broader economic outlook, potential effects of policy decisions on growth and consumer confidence, and how shifting global dynamics could influence market trends in the months ahead.   Looking forward, expectations are mixed, with cautious optimism about interest rate adjustments and technological developments supporting resilience through the second half of the year.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/  

In case you missed it...  Michael & Dominic delivered a full-spectrum market briefing—breaking down stock market volatility, sector performance, bond market signals, and inflation trends. They explore how tariffs, Fed moves, and political noise are shaping investor sentiment and the broader economic outlook.   Don't miss this timely episode packed with sharp insights and clear takeaways.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

In this encore episode of The Lebenthal Report, Dominick and Michael dive into the recent stock market volatility triggered by the Trump administration's tariff announcements, followed by an unexpected rebound that pushed the S&P 500 into positive territory for the year. They explore whether this recovery is sustainable or masking deeper economic vulnerabilities. Joined by Meera Pandit, Executive Director at JP Morgan Asset Management, the trio examines the mixed signals in consumer spending, the challenges small businesses face due to tariffs and inflation, and the shifting expectations around interest rates and recession risk. Meera offers insight into investment strategies, sector performance, and international markets, while also breaking down the implications of the new "Big Beautiful Bill" tax legislation. The discussion rounds out with a look at how AI is impacting utilities, why pharma might be ripe for M&A, and what the future holds for equity valuations and economic resilience. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

In this episode of The Lebenthal Report, Dominick and Michael dive into the recent stock market volatility triggered by the Trump administration's tariff announcements, followed by an unexpected rebound that pushed the S&P 500 into positive territory for the year. They explore whether this recovery is sustainable or masking deeper economic vulnerabilities. Joined by Meera Pandit, Executive Director at JP Morgan Asset Management, the trio examines the mixed signals in consumer spending, the challenges small businesses face due to tariffs and inflation, and the shifting expectations around interest rates and recession risk. Meera offers insight into investment strategies, sector performance, and international markets, while also breaking down the implications of the new "Big Beautiful Bill" tax legislation. The discussion rounds out with a look at how AI is impacting utilities, why pharma might be ripe for M&A, and what the future holds for equity valuations and economic resilience. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

Michael & Dominic deliver a full-spectrum market briefing—breaking down stock market volatility, sector performance, bond market signals, and inflation trends. They explore how tariffs, Fed moves, and political noise are shaping investor sentiment and the broader economic outlook.   Don't miss this timely episode packed with sharp insights and clear takeaways.     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/