The Lebenthal Report

Michael Hartzman, CFP and Dominick Tavella
  • 4.7 (6)
  • BUSINESS
  • UPDATED WEEKLY

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. 2D AGO

    ENCORE EPISODE - Q1 2026: CEO Confidence & AI Trends

    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. From AI adoption and hiring challenges to inflation, tariffs, and consumer uncertainty, Jeff shares valuable insights gathered from thousands of small business leaders across the country. Key Takeaways: ✔ CEOs still expect modest growth in 2026 ✔ AI is becoming essential across nearly every role ✔ Skilled talent remains difficult to hire ✔ Businesses are delaying major investments amid uncertainty If you missed this episode the first time around, now's your chance to catch up on one of our most insightful conversations on the state of small business in America.   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/

    57 min

  2. MAY 12

    BlackRock's 2026 Market Outlook: AI Boom, Inflation & Stock Market Risks

    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 outperforming expectations How AI is reshaping global markets and investments Whether inflation and higher oil prices could derail the rally Why emerging markets like Taiwan and South Korea are surging What investors should know about Fed rate cuts, bonds, and the Magnificent 7 Mark also explains why market timing rarely works, why consumer sentiment is near historic lows, and why BlackRock still sees long-term opportunities despite volatility.   Subscribe for weekly market insights, investing strategies, and economic analysis from The Lebenthal Report. 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/

    57 min

  3. MAY 5

    Q1 2026: CEO Confidence & AI Trends

    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 inflation, tariffs, and consumer uncertainty, Jeff shares real-time insights from thousands of small business leaders across the country.   Key Takeaways: ✔ CEOs still expect modest growth in 2026 ✔ AI is becoming essential across nearly every role ✔ Skilled talent remains difficult to hire ✔ Businesses are delaying major investments amid uncertainty   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/

    57 min

  4. APR 28

    Is the Economy Stronger Than the Headlines?

    Are markets ignoring reality—or is the economy stronger than the headlines suggest? In this episode of The Lebenthal Report, we break down the surprising resilience of the U.S. economy despite rising geopolitical tensions, higher oil prices, and ongoing global uncertainty. 📊 Key topics covered: Why the S&P 500, Dow, and Nasdaq are rising despite global conflict The real impact of rising oil and gas prices on consumers and inflation Whether markets are "shrugging off" risk—or pricing it correctly AI's impact on jobs, productivity, and future economic growth Why small caps and mid caps are outperforming big tech Are bonds "sexy again"? What investors should know now 💡 Key insight: Even with oil spikes and global instability, the U.S. consumer and labor market remain strong—supporting continued economic growth.  👥 Featuring insights from CEO of Ladenburg Thalmann Asset Management & Chief Market Strategist of Osaic Wealth, Phil Blancato on: Interest rates & inflation outlook AI-driven economic transformation Where opportunities may lie for investors 🔔 Subscribe for weekly market insights, economic analysis, and investing strategies.     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/

    51 min

  5. APR 14

    Encore: Calm in the Chaos, What Markets Know That Headlines Don't

    In case you missed it, check out this encore episode where we unpacked what was really driving markets during a time of global uncertainty. With geopolitical tensions rising, oil shocks hitting global markets, and nonstop headline risk, investors were asking one question: why was the market holding up so well? In this episode, Michael Hartzman and Andrew Gilmartin were joined by Jack Manley (J.P. Morgan Global Market Strategist) to break it all down. They covered: Why markets remained surprisingly resilient despite global chaos How energy shocks impacted inflation, growth, and consumer behavior Why the economy was fundamentally different from past crises The hidden volatility beneath the surface of the market What AI, fiscal policy, and consumer strength meant going forward How global markets (and China) fit into the picture The key takeaway? The market may have looked calm—but underneath, there was a lot more happening than met the eye. If you were trying to make sense of that environment, this was a must-listen.     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/

    56 min

  6. APR 7

    Calm in the Chaos: What Markets Know That Headlines Don't

    The world feels chaotic… What's really driving markets right now? With geopolitical tensions rising, oil shocks hitting global markets, and nonstop headline risk, investors are asking one question: why is the market holding up so well? In this episode, Michael Hartzman and Andrew Gilmartin are joined by Jack Manley (J.P. Morgan Global Market Strategist) to break it all down. They cover: Why markets remain surprisingly resilient despite global chaos How energy shocks impact inflation, growth, and consumer behavior Why today's economy is fundamentally different from past crises The hidden volatility beneath the surface of the market What AI, fiscal policy, and consumer strength mean going forward How global markets (and China) fit into the picture The key takeaway? The market may look calm—but underneath, there's a lot more happening than meets the eye. If you're trying to make sense of today's environment, this is a must-listen.       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/

    56 min

  7. MAR 31

    Encore: The $150 Oil Question: Recession or Recovery?

    In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down a rapidly shifting market landscape driven by geopolitical tension, rising oil prices, and growing uncertainty. With major indices pulling back and oil nearing critical levels, the big question becomes: is there an off-ramp—or are markets heading for more turbulence? They're joined by returning guest John Eade, President & CEO of Argus Research, a trusted voice who has appeared on the show multiple times, to provide insight into today's volatile environment. Together, they discuss: The impact of rising oil prices on inflation and consumers Why markets have pulled back—but not panicked The outlook for interest rates and Fed policy Whether recession fears are justified Why the long-term bull market may still be intact Where AI-driven opportunities are emerging beyond big tech Despite short-term uncertainty, strong fundamentals—from consumer balance sheets to continued investment in AI—may still support markets going forward.       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/

    54 min

  8. MAR 25

    The $150 Oil Question: Recession or Recovery?

    In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down a rapidly shifting market landscape driven by geopolitical tension, rising oil prices, and growing uncertainty. With major indices pulling back and oil nearing critical levels, the big question becomes: is there an off-ramp—or are markets heading for more turbulence? They're joined by returning guest John Eade, President & CEO of Argus Research, a trusted voice who has appeared on the show multiple times, to provide insight into today's volatile environment. Together, they discuss: The impact of rising oil prices on inflation and consumers Why markets have pulled back—but not panicked The outlook for interest rates and Fed policy Whether recession fears are justified Why the long-term bull market may still be intact Where AI-driven opportunities are emerging beyond big tech Despite short-term uncertainty, strong fundamentals—from consumer balance sheets to continued investment in AI—may still support markets going forward.       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/

    54 min
See All (239)

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
    239
  • Rating
    Clean
  • Copyright
    © Michael Hartzman, CFP and Dominick Tavella
  • Show Website
    The Lebenthal Report

You Might Also Like