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

November 11, 2025 55 mins

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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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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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 straightf...

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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:

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August 12, 2025 56 mins
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...
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August 5, 2025 55 mins

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...

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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.
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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 a...
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July 15, 2025 56 mins
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, thi...

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July 8, 2025 55 mins
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.
 
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July 1, 2025 55 mins
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 broa...
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