On this week's episode of The Lebenthal Report, Michael and Dominick are joined by Brock Campbell, Head of Global Research and Portfolio Manager at Newton Investments, a division of BNY Mellon. Together they discuss data impacting clients, market trends, energy sector investments, and infrastructure development. They delve into the growth in electricity demand due to AI, trends in fracking and oil industries, and the changing consumer landscape's impact on supply chains. The team also evaluates deglobalization effects, companies benefiting from consumer behavior changes, small modular nuclear reactors, and government policies on energy industries. Don't miss this episode for expert insights to stay ahead in a rapidly changing world.
The Lebenthal Report Episode #108: A Jolly Outlook with Jake Jolly
In this episode of The Lebenthal Report, your hosts Michael Hartzman and Dominick Tavella are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive discussion on bear market exits and intricacies of recessions, and offer their informed outlook on the current state of the financial markets. This episode will help you gain valuable insights to navigate these challenging economic landscapes. Do not miss this informative and engaging conversation with seasoned experts in the field. Now available on VoiceAmerica.com, Youtube, Spotify and Apple Podcasts.
The Lebenthal Report Episode #64: Market Update with Jake Jolly
On the latest episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Jake Jolly of BNY Mellon. Jake is a Senior Investment Strategist at BNY Mellon Investment Management. Jake's focus areas include factor investing, macroeconomics, and quantitative research. He has extensive experience delivering market/portfolio updates to institutions, RIAs, and consultants. Jake earned an MBA in Finance and Accounting from Carnegie Mellon University.