The Lebenthal Report

The Lebenthal Report

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

January 13, 2026 55 mins

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

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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...

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December 30, 2025 55 mins

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 ...

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December 23, 2025 55 mins
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 thi...

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December 16, 2025 54 mins

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...

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December 9, 2025 55 mins
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...

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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 <...

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November 25, 2025 54 mins
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.
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November 18, 2025 56 mins

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 <...

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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 T...

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November 4, 2025 55 mins
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 driv...
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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 do...

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October 21, 2025 55 mins

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....

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October 14, 2025 58 mins

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 ...

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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. Togethe...

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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, ...

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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.

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September 9, 2025 53 mins
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 tod...
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September 2, 2025 56 mins

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

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