In our final episode of the year, Michael and Dominick conduct a comprehensive review of market performance in 2023, oscillating between skepticism and optimism. They delve into the contrasting growth of major indices, dissect the surprising economic stability in the face of earlier recession fears, and reflect on the unexpected resilience of the banking sector. The conversation spans critical topics, including the 2024 Fed rate cut concerns, the intricate dance between interest rates and consumer behavior, and the anticipation of an economic soft landing. The duo wraps up by sharing their investment strategies, exploring sector performances, and offering insights into what the future may hold for investors in 2024.
The Lebenthal Report Episode #80: Can This Recent Rally Last? A Discussion with Jake Jolly
This week on The Lebenthal Report Michael and Dominick discuss if the recent rally can last with returning guest Jake Jolly. Jake Jolly, CFA is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm’s largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance across asset classes. He produces rigorously researched market commentary and investment content to shape investment strategy decisions. Jake collaborates with portfolio managers and researchers across BNY Mellon Investment Management’s investment firms to provide a vital link between investment, product, and distribution teams.
The Lebenthal Report Episode #61: What's Moving Small Caps
On this week’s Lebenthal Report we welcome back Mary Lisanti. Mary is a 38+ year veteran of small cap growth research and investing; she is the founder of Lisanti Capital. Mary spent the first twelve years of her career as a small cap analyst and strategist on Wall Street. During the past 25 years, she has managed small cap portfolios at three premier asset management companies. In her most recent position prior to founding Lisanti Capital, as CIO of ING Investments, LLC, (1998-2003) she was responsible for building the active equity management team. During her tenure there, assets under management in her area grew from several hundred million to several billion dollars. Prior to that, Mary was at Strong Capital Management as Senior Portfolio Manager for both the Small Cap Growth and Mid Cap Growth Strategies. From 1993-1996, Mary was Managing Director and Head of the Small/Mid Cap team at Bankers Trust Company.
The Lebenthal Report Episode #18: Discussion of the Global Picture and Insides ETFs
Episode eighteen of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph.D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine, Herb Blank.
The Lebenthal Report Episode #17: What is Driving the Markets – The Big Picture
Episode seventeen of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with WisdomTree’s Global Head of Research Jeremy Schwartz. Jordan Kimmel then joins the show to speak with returning guest Jeffrey Hirsch, the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.
The Lebenthal Report Episode #16: Emerging Opportunities and Sustainable Investing
Episode sixteen of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director of Applied Insights for Hartford Funds. Jordan Kimmel then joins the show to speak with Morningstar’s Head of Sustainability Research Jon Hale, Ph.D., CFA.
