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
On this week’s episode of The Lebenthal Report, Dominick and Michael welcome guest Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities from Schroders to unpack the recent wave of market volatility and the surprising dual sell-off in both stocks and bonds. They explore what triggered the correction—was it truly economic pressure or a self-inflicted wound from tariff policy and mixed market messaging? Bob shares his ins...
Michael and Dominick break down the latest market trends, insurance must-knows, and economic policies shaping our financial future. Special guest Gary Slavin sheds light on key insurance insights, from umbrella policies to windstorm coverage. Don’t miss this deep dive into protecting your assets and navigating the complexities of insurance!
Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Ser...
In this episode of The Lebenthal Report, we welcome back Kristia Adrian, Executive Director, 529 specialist at JP Morgan Asset Management, who brings her expertise in education savings strategies. Michael, Dominick, and Kris dive deep into 529 college savings plans—breaking down their benefits, recent financial aid updates, and how they fit into your long-term education planning. Plus, they discuss college visi...
In case you missed it, here’s another chance to catch this insightful episode of The Lebenthal Report! We take a deep dive into market trends, small business confidence, and the latest fluctuations in the CEO Confidence Index with special guest Jeff Oak from Vistage. With CEO sentiment experiencing a dramatic rise in December followed by a sharp decline in Februar...
In case you missed it, here’s another chance to catch this unforgettable episode of The Lebenthal Report! Hosts Michael Hartzman and Dominic welcome acclaimed blues musician and author John Lee Hooker Jr. to the show. John shares insights from his compelling new book, offering a deep dive into his journey through music, life, and personal redemption. He discusses ...
In this noteworthy episode of The Lebenthal Report, hosts Michael Hartzman and Dominic welcome acclaimed blues musician and author John Lee Hooker Jr. to the show. John shares insights from his compelling new book, offering a deep dive into his journey through music, life, and personal redemption. He discusses the inspirati...
In case you missed it- be sure to check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome Amanda Gallagher, Managing Director, Global Head of Data and Tech Solutions at New York Life Investments, for an in-depth discussion on AI’s growing influence in finance, medicine, cybersecurity, and beyond.
From Black Swan events to Trump’s tariffs, Bitcoin’s future, and AI in biotech—this week’s episode of The Lebenthal Report is a must-listen. Returning guest Michael "Macro Mike" Logalbo joins as today’s guest host, bringing his expertise on geopolitical risks, inflation, and investment strategies. The discussion covers market volatility, the potential impact of stock buybacks, the rise of sovereign wealth funds, and how investors ...
This week on the Lebenthal Report, Michael and Dominick welcomed Amanda Gallagher, Managing Director, Global Head of Data and Tech Solutions at New York Life Investments, for an in-depth discussion on AI’s growing influence in finance, medicine, cybersecurity, and beyond. Together they analyzed the market’s performance in January and debated the impact of Deep Seek, a Chinese AI company claiming to...
On this episode of The Lebenthal Report, Michael and Dominick welcome back guest Scott Passeser. Scott is an accomplished executive recruiter with extensive experience hosting Job Line on News 12 and Radio Job Line. Together, they discuss the state of the job market and economy, including the impact of job numbers, market performance, and mass deportations. They dive into the importance of networking, the need for more women in fin...
On our first episode of 2025, Michael and Dominick welcome back client favorite, Harold A. Bollaci, esteemed attorney specializing in estate planning, elder law, and asset protection strategies. The episode dives into critical financial and legal topics, including updates to state tax laws, market performance in 2024, and the potential impact of a new administration's po...
The final podcast episode of the year reflected on 2024's market resilience and set the stage for 2025. Michael and Dominick discussed strong performances in sectors like technology and communication services, the impact of AI on energy demand, and potential investment opportunities in natural gas and infrastructure. They emphasized actionable steps, including rebalancing 401(k)/403(b) accounts, monitoring geopolitical risks, and e...
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