The Lebenthal Report
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Language:
English
Episodes
The Lebenthal Report - January 14, 2025
1/14/2025
Duration:00:56:36
The Lebenthal Report with Special Guest Harold A. Bollaci
1/7/2025
Duration:00:58:35
2024 in Review and Looking Ahead to 2025
12/31/2024
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 exploring opportunities in healthcare and small to medium-sized US companies.
Looking ahead, they stressed the importance of adapting portfolios to evolving economic trends and Federal Reserve policies. Thank you for tuning in to The Lebenthal Report throughout the year. We are optimistic about 2025 and encourage our listeners to approach the new year with confidence and a clear financial plan.
Duration:00:57:40
The Lebenthal Report - December 17th, 2024
12/17/2024
Duration:01:00:00
Encore Trump, Tariffs and Taxes
12/10/2024
This encore episode of The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, America First policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 sunset. They emphasized understanding the composition of retirement plans and adapting portfolios to navigate the shifting political and economic landscape, while stressing the importance of addressing the national debt and monitoring consumer spending as a key economic indicator. #Finance #Investing #EconomicTrends
Duration:00:55:52
Trump, Tariffs and Taxes
12/3/2024
This week on The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, America First policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 sunset. They emphasized understanding the composition of retirement plans and adapting portfolios to navigate the shifting political and economic landscape, while stressing the importance of addressing the national debt and monitoring consumer spending as a key economic indicator. #Finance #Investing #EconomicTrends
Duration:00:55:52
The Lebenthal Report - December 3rd, 2024
12/3/2024
Duration:01:00:00
Encore The Artist Journey
11/26/2024
On this encore episode of The Lebenthal Report, Michael & Dominick welcome award-winning graphic novelist, painter, and frequent cover artist for The New Yorker, Eric Drooker. Together they dive into the unique struggles successful artists face, from the pressures of fame and wealth to the pursuit of true fulfillment. Using examples like Rauschenberg, Rosenquist, and Kerouac, they discuss how legacy often lies not in material success but in giving back through art, mentorship, and philanthropy. Plus, Eric shares insights on his iconic New Yorker covers and the economic realities shaping modern artistry. Don’t miss this thought-provoking discussion of art, success, and purpose. Learn more about Eric or shop his graphic novels and prints at Drooker.com.
Duration:01:00:00
The Artist Journey
11/19/2024
On this episode of The Lebenthal Report, Michael & Dominick welcome award-winning graphic novelist, painter, and frequent cover artist for The New Yorker, Eric Drooker. Together they dive into the unique struggles successful artists face, from the pressures of fame and wealth to the pursuit of true fulfillment. Using examples like Rauschenberg, Rosenquist, and Kerouac, they discuss how legacy often lies not in material success but in giving back through art, mentorship, and philanthropy. Plus, Eric shares insights on his iconic New Yorker covers and the economic realities shaping modern artistry. Don’t miss this thought-provoking discussion of art, success, and purpose. Learn more about Eric or shop his graphic novels and prints at Drooker.com.
Duration:00:55:09
Encore Election Economics: Market Update
11/12/2024
In case you missed it- check out this encore episode of The Lebenthal Report, where Dominick and Michael dive into the unpredictable landscape of the upcoming U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on taxes and tariffs, including potential shifts after the 2025 expiration of Trump-era tax cuts, underscoring the necessity for strategic planning regardless of election outcomes.
Duration:00:54:36
Encore Election Economics: Market Update
11/12/2024
In case you missed it- check out this encore episode of The Lebenthal Report, where Dominick and Michael dive into the unpredictable landscape of the upcoming U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on taxes and tariffs, including potential shifts after the 2025 expiration of Trump-era tax cuts, underscoring the necessity for strategic planning regardless of election outcomes.
Duration:01:00:00
Encore Election Preview with Macro Mike
10/29/2024
In case you missed this informative episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and consumer spending remains a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.
Duration:01:00:00
Encore Market Recap with John Eade
10/22/2024
On this encore episode of The Lebenthal Report, join Michael and Dominic as they revisit their predictions on the Federal Reserve's interest rate cuts and review the market’s performance this quarter. From S&P 500 gains to Nasdaq challenges, they provide key insights on how the market is evolving. That’s not all—John Eade from Argus Research returns to share his take on the Middle East crisis and its potential impact on oil prices, inflation, and the U.S. elections. Together, they dive into economic growth, job trends, and how global tensions may affect consumer spending. Tune in for expert analysis and discussions you won’t want to miss!
Duration:01:00:00
Election Preview with Macro Mike
10/15/2024
In the latest episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and consumer spending remains a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.
Duration:00:55:30
Encore Micro Skills for Big Results
10/8/2024
On this encore episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewis and Dr. Adaira Landry to discuss their book, Micro Skills, Small Actions, Big Impact. Together they dive into how their book relates to wealth and life planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breaking tasks into manageable steps, highlighting emotional intelligence and situational awareness in personal and professional growth. Don’t miss this insightful episode packed with valuable takeaways on finance, productivity, and personal development!
Duration:01:00:00
Market Recap with John Eade
10/1/2024
On this episode of *The Lebenthal Report*, join Michael and Dominic as they revisit their predictions on the Federal Reserve's interest rate cuts and review the market’s performance this quarter. From S&P 500 gains to Nasdaq challenges, they provide key insights on how the market is evolving. That’s not all—John Eade from Argus Research returns to share his take on the Middle East crisis and its potential impact on oil prices, inflation, and the U.S. elections. Together, they dive into economic growth, job trends, and how global tensions may affect consumer spending. Tune in for expert analysis and discussions you won’t want to miss!
Duration:00:55:07
Encore The History of Biotech with Tim Harris
9/24/2024
Be sure to check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that shaped the industry. The conversation also covers recent market trends, the upcoming Federal Reserve interest rate cut, and AI’s impact on drug development. Key topics include COVID vaccines, CRISPR technology, and the parallels between biotech’s early days and today’s AI landscape. For more insights into the exciting world of biotech, be sure to grab a copy of Tim Harris' book In Pursuit of Unicorns, wherever you purchase your books!
Duration:01:00:00
Micro Skills for Big Results
9/17/2024
On the latest episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewis and Dr. Adaira Landry to discuss their book, Micro Skills, Small Actions, Big Impact. Together they dive into how their book relates to wealth and life planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breaking tasks into manageable steps, highlighting emotional intelligence and situational awareness in personal and professional growth. Don’t miss this insightful episode packed with valuable takeaways on finance, productivity, and personal development!
Duration:00:55:32
The History of Biotech with Tim Harris
9/10/2024
This week on the Lebenthal Report, Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that shaped the industry. The conversation also covers recent market trends, the upcoming Federal Reserve interest rate cut, and AI’s impact on drug development. Key topics include COVID vaccines, CRISPR technology, and the parallels between biotech’s early days and today’s AI landscape. For more insights into the exciting world of biotech, be sure to grab a copy of Tim Harris' book In Pursuit of Unicorns, releasing on September 17th!
Duration:00:56:15
Encore Entrepreneurship 101
9/3/2024
In case you missed it... check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome back William Lieberman, Founder & Managing Partner of The CEO’s Right Hand, a firm specializing in providing top-tier fractional leadership services to growing businesses. Together, they delve into the evolving roles of fractional CEOs and CFOs while touching upon the critical impact of private equity in today’s economy. William highlights how fractional executives offer cost-effective, experienced leadership, especially valuable for small businesses. They also explore private equity's role in enhancing company performance and the challenges entrepreneurs face in the post-pandemic landscape. Don’t miss this insightful conversation on entrepreneurship, business exits, and the importance of strategic guidance.
Duration:01:00:00