The Lebenthal Report

Michael Hartzman, CFP and Dominick Tavella

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.

  1. 4d ago

    Q3 CEO Outlook: Confidence Slips, Revenue Plans Hold

    Q3 CEO Outlook: Confidence Slips, Revenue Plans Hold   How are America's small business owners really feeling as we head into 2027?   In this episode of The Lebenthal Report Podcast, Michael Hartzman and Dominick Tavella sit down with returning guest Jeff Oak of Vistage to break down the latest CEO confidence data, Q3 2026 market trends, and the evolving outlook for small businesses.   From AI adoption and health care costs to higher interest rates, the war in Iran, and the K-shaped economy, Jeff shares real-time insights from small business leaders across the country.   Key Takeaways: ✔ Confidence has declined three straight quarters, but most CEOs still expect revenue growth ✔ Owners are pessimistic about the economy yet confident in their own businesses ✔ AI is now a named leadership challenge, with cautious adoption and data governance concerns ✔ Rising health care premiums and borrowing costs are squeezing margins heading into 2027   Subscribe for weekly conversations on markets, business leadership, investing, and the economy.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

  2. Oct 20

    Encore: AI, Interest Rates & the Market Outlook

    How could artificial intelligence, inflation, and interest rates influence the stock market and economic outlook? In this encore episode of The Lebenthal Report, host Michael Hartzman and guest co-host Scott Hartzman revisit their conversation with Jordan Jackson, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, exploring the economic trends, investment opportunities, and market risks shaping the investment landscape. As technology companies continue to invest heavily in artificial intelligence, questions remain about its long-term impact on productivity, energy demand, corporate profitability, and stock market valuations. Jordan shares his perspective on the AI investment cycle, the expansion of data centers, and the potential implications for the broader economy. The conversation also examines Federal Reserve policy, inflation, interest rates, and why the 10-year U.S. Treasury yield remains an important indicator for investors. Beyond U.S. markets, Jordan discusses international diversification, opportunities in developed markets, and the economic factors influencing global growth. In this encore episode: ✔ AI infrastructure, data centers, and corporate investment ✔ Artificial intelligence and long-term productivity growth ✔ Federal Reserve policy, inflation, and interest rates ✔ The potential market implications of the 2026 midterm elections ✔ Consumer spending, wealth inequality, and the K-shaped economy ✔ International investing and global diversification ✔ Sector opportunities, stock valuations, and market risks ✔ The importance of maintaining a long-term investment strategy With economic uncertainty and rapid technological change continuing to influence financial markets, this encore conversation offers perspective on the forces that could shape investing through the remainder of 2026 and into 2027. Tune in to this encore presentation for insights into AI, economic trends, global markets, and long-term investment considerations. Subscribe to The Lebenthal Report for weekly financial market updates, economic analysis, and insights from leading investment professionals. 🌐 Visit: www.lebenthal.com Disclaimer: This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.   Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

  3. Oct 13

    Encore: Is Your Life Insurance Still Right for You?

    Life changes—and your life insurance coverage may need to change with it. In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella revisit their conversation with Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services, to explore the importance of reviewing existing life insurance policies and how coverage needs can evolve over time. A policy purchased years—or even decades—ago may have originally been designed to provide income protection for a young family. As financial priorities shift, that same policy may serve a different purpose in retirement planning, long-term care, estate planning or leaving a legacy. In this encore episode: ✔ When and why to review your life insurance policy ✔ Understanding term, whole life and permanent insurance options ✔ Cash value and existing policy benefits ✔ Life insurance and long-term care considerations ✔ Why beneficiary updates matter ✔ Estate and legacy planning strategies ✔ What to consider before replacing an existing policy Michael and Dominick also revisit their discussion of the market environment at the time of the original broadcast, including Treasury yields, inflation concerns, Federal Reserve policy and how rising interest rates can affect existing bond values. Tune in to this encore presentation for insights into how regular policy reviews can help ensure your life insurance coverage continues to align with your evolving financial goals. Subscribe to The Lebenthal Report for conversations about financial markets, investing, retirement, insurance and financial planning.   The Lebenthal Report is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.         Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

  4. Oct 7

    AI, Interest Rates & the Market Outlook

    AI, Interest Rates & the Market Outlook | Jordan Jackson, J.P. Morgan How will artificial intelligence, inflation, and higher interest rates shape the stock market and economic outlook? In this episode of The Lebenthal Report, host Michael Hartzman and guest co-host Scott Hartzman welcome Jordan Jackson, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, to discuss the economic trends, investment opportunities, and market risks investors should be watching. As technology companies invest heavily in artificial intelligence, questions remain about the long-term impact on productivity, energy demand, corporate profitability, and stock market valuations. Jordan examines whether the AI investment cycle can sustain its momentum and how the expansion of data centers could affect the broader economy. The conversation also explores Federal Reserve policy, inflation, the outlook for interest rates, and why the 10-year U.S. Treasury yield remains an important indicator for investors. Beyond U.S. markets, Jordan discusses international diversification, opportunities in developed markets, and the economic factors supporting global growth. Topics covered: ✔ AI infrastructure, data centers, and corporate investment ✔ Artificial intelligence and long-term productivity growth ✔ Federal Reserve policy, inflation, and interest rates ✔ The impact of the 2026 midterm elections on markets ✔ Consumer spending, wealth inequality, and the K-shaped economy ✔ International investing and global diversification ✔ Sector opportunities, stock valuations, and market risks ✔ The importance of maintaining a long-term investment strategy With economic uncertainty and rapid technological change influencing markets, this episode offers perspective on the trends that could shape investment decisions through the remainder of 2026 and into 2027. Subscribe to The Lebenthal Report for weekly financial market updates, economic analysis, and insights from leading investment professionals. 🌐 Visit: www.lebenthal.com Disclaimer: This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions. #MarketOutlook #AIInvesting #InterestRates #StockMarket #TheLebenthalReport       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

  5. Sep 29

    Is Your Life Insurance Still Right for You?

    Is your life insurance policy still meeting your needs?   On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services, for a discussion about life insurance policy reviews and how coverage needs can evolve over time.   A policy purchased years—or even decades—ago may have originally been designed to provide income protection for a young family. As circumstances change, that same policy may play a different role in retirement planning, long-term care, estate planning or leaving a legacy.   The conversation covers: ✔ When and why to review a life insurance policy ✔ Term, whole life and other permanent insurance options ✔ Cash value and existing policies ✔ Life insurance and long-term care benefits ✔ The importance of updating beneficiaries ✔ Estate and legacy planning strategies ✔ Considerations before replacing an existing policy   Michael and Dominick also break down the latest market environment, including rising Treasury yields, inflation concerns, Federal Reserve policy and why higher interest rates can affect the value of existing bonds.   Subscribe to The Lebenthal Report for conversations about financial markets, investing, retirement, insurance and financial planning. The Lebenthal Report is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.         Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

  6. Sep 22

    Encore: Africa's Next Economic Opportunity

    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 encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella revisit their conversation with Witney Schneidman, former Deputy Assistant Secretary of State for African Affairs and author of This Africa Idea: A Memoir of Discovery, Diplomacy and Opportunity. Drawing on more than five decades of experience in Africa, Schneidman shares his perspective on the continent's economic transformation, U.S.-Africa relations, trade, infrastructure investment and the expansion of Africa's middle class. In this encore episode: ✔ Africa's fastest-growing economies and emerging opportunities ✔ The expansion of the African middle class and consumer market ✔ Infrastructure, technology and investment across the continent ✔ The evolving U.S.-Africa trade relationship ✔ The role of entrepreneurship and private-sector investment ✔ Why Africa could become increasingly important to the global economy Michael and Dominick also discuss the latest financial markets, including recent market performance, interest rates and the continued broadening of market leadership beyond technology. Revisit this timely conversation on Africa's evolving role in the global economy and the trends shaping investment, trade and economic growth across the continent. Subscribe to The Lebenthal Report for weekly conversations on investing, financial markets, economic trends and the issues shaping the global economy. This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.         Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

  7. Sep 15

    Encore: The Market Beyond Big Tech

    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 equity markets, artificial intelligence, interest rates and the evolving investment landscape. Greg discusses why broader participation across the market could be a healthy development, including strength in value stocks and sectors outside mega-cap technology. The conversation also examines the next phase of the AI buildout. Which companies are enabling the technology? Which businesses are successfully adopting AI to improve efficiency and productivity? And which industries could face the greatest disruption? Michael, Dominick and Greg also explore data centers and AI infrastructure, energy markets, higher interest rates, healthcare, the K-shaped economy and the forces that could shape markets through the remainder of 2026 and into 2027. In this episode: ✔ The market beyond the Magnificent 7 ✔ Value vs. growth and market broadening ✔ AI winners, adopters and potential disruption ✔ Data centers and AI infrastructure ✔ Higher interest rates and the economy ✔ Opportunities across energy, financials and healthcare ✔ The market outlook heading into 2027 Revisit this conversation for insights into how market leadership may be evolving beyond Big Tech—and what that could mean for investors. Subscribe to The Lebenthal Report for weekly conversations on financial markets, investing, the economy and the trends shaping investors and businesses. This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.

  8. Sep 8

    Africa's Next Economic Opportunity

    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 and author of This Africa Idea: A Memoir of Discovery, Diplomacy and Opportunity. Drawing on more than five decades of experience in Africa, Schneidman shares his perspective on the continent's economic transformation, U.S.-Africa relations, trade, infrastructure investment and the expansion of Africa's middle class. The discussion explores: ✔ Africa's fastest-growing economies and emerging opportunities ✔ The expansion of the African middle class and consumer market ✔ Infrastructure, technology and investment across the continent ✔ The evolving U.S.-Africa trade relationship ✔ The role of entrepreneurship and private-sector investment ✔ Why Africa could become increasingly important to the global economy Michael and Dominick also discuss the latest financial markets, including recent market performance, interest rates and the continued broadening of market leadership beyond technology. Subscribe to The Lebenthal Report for weekly conversations on investing, financial markets, economic trends and the issues shaping the global economy. This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.         Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

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Ratings & Reviews

4.7
out of 5
6 Ratings

About

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.

Information

  • Creator
    Michael Hartzman, CFP and Dominick Tavella
  • Years Active
    2020 - 2026
  • Episodes
    262
  • Rating
    Clean
  • Copyright
    © Michael Hartzman, CFP and Dominick Tavella
  • Show Website
    The Lebenthal Report