On the latest episode of The Lebenthal Report, Michael and Dominick welcome back Jon Mackay, Head of Wealth at Schroders. Together they dive deep into the recent market fluctuations, unpacking how a weakening economy and the potential for a recession are stirring up volatility. They discuss the Federal Reserve's anticipated interest rate cuts, with Jon forecasting five cuts this year, including a 25 basis point cut in January. Could we see a more significant 50 basis point cut if inflation rises and employment weakens? Tune in to find out!
The Lebenthal Report Episode #136: Value in Small Caps
This week on The Lebenthal Report, Michael Hartzman welcomes Jeremy Javidi, Lead Portfolio Manager for the Columbia Small Cap Value I and II strategies at Columbia Threadneedle Investments. They dive into the world of small-cap stocks, exploring their pivotal role in the American economy, recent market performance, and the impact of trends like AI and reshoring. From dissecting the Russell 2000 index to discussing investment opportunities in cyclical sectors and electric vehicles, this episode is packed with valuable insights. Whether you're considering diving into small-cap investments or curious about the future of sectors like metals and EVs, there's no shortage of exciting possibilities. Be sure not to miss this informative episode!
Michael Returns to Radio Jobline
Michael recently returned as a featured guest on Radio Jobline with Scott Passeser. Michael gave Lebenthal’s economic update and Scott asked the tough questions. If your job is dependent on the economy, you don't want to miss this show. Tune in now on Soundcloud!
The Lebenthal Report Episode #90: A View of the Market from J.P. Morgan’s David Lebovitz
On the latest episode of The Lebenthal Report, we welcome back Managing Director and Global Market Strategist at J.P. Morgan, David Lebovitz. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press. On this episode, Michael, Dominick and David discuss the view of the market forecast going forward and also give an update on the current market. Tune into this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify.