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

September 15, 2026 51 mins

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, Investment Strategies at BNY, for a wide-ranging discussion on equit...

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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 Schneidman, former Deputy Assistant Secretary of State for African Affairs an...

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September 1, 2026 51 mins
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, for a wide-ranging discussion on equity markets, artificial intell...
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August 25, 2026 56 mins
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 Professor Guy-Uriel Charles of America Unfinished: 250 Years of Law and Governance.
<...
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August 18, 2026 54 mins
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 putting the power of compounding to work, Greg explains practical strategies parents and g...
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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 on margins.

Q2 highlights:
• CEO Confidence Index: 84...

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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 Confidence Index: 84.2
• Revenue growth: 64%
• Profit gro...

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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 uncertainty.

In this encore episode, they discuss how strong corpora...

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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 uncertainty.
They also explain why semiconductor companies have become t...
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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 Re...

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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 Life to explore how NIL is transforming college athletics&mda...

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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 investors should watch during the second half of 2026.

Joining the conversation is Harold Bollaci, Esq., of Bollaci Law, who shares ...

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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 

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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 explore the forces shaping today's markets and why the economy continues to defy expectation...

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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 uncertainty.

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June 2, 2026 55 mins

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 di...

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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 despi...

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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 evolving outlook for small businesses.

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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 economy keeps o...
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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...
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