From Black Swan events and Trump’s tariffs to Bitcoin’s future and AI in biotech—this week’s episode of The Lebenthal Report has it all. Returning guest Michael "Macro Mike" LoGalbo brought his expertise on geopolitical risks, inflation, and investment strategies. The discussion covered market volatility, the potential impact of stock buybacks, the rise of sovereign wealth funds, and how investors can navigate uncertainty with gold, oil, and Bitcoin. Don’t miss this deep dive into the forces shaping today’s global economy!
The Lebenthal Report Episode #148: AI (Artificial Intelligence): Fact or Fiction
This week on The Lebenthal Report, Michael and Dominick welcomed Amanda Gallagher, Managing Director, Global Head of Data and Tech Solutions at New York Life Investments, for an in-depth discussion on AI’s growing influence in finance, medicine, cybersecurity, and beyond.
Together they analyzed the market’s performance in January and debated the impact of Deep Seek, a Chinese AI company claiming to revolutionize the field with low-cost, energy-efficient generative AI.
They also explored AI’s role in investment strategies, market efficiency, and the potential risks and rewards in various industries. This episode is sure to help you stay ahead of the curve with expert insights into AI’s impact on investing and the market.
Catch the full episode now!
The Lebenthal Report Episode #120: Tech and Trends with John Eade
Tune in to the latest episode of The Lebenthal Report! Argus Research CEO John Eade joins Michael and Dominick for a dynamic discussion on the economy and the AI sector. They explored topics from the current state of the economy to insights on the Federal Reserve's policies. The conversation ended positively with an optimistic outlook for 2024.
Discover the future impact of AI on various sectors and get valuable investment strategies. Trust us, this episode is AI-mazing!
The Lebenthal Report Episode #116: Muni Bond Update
On the latest episode of The Lebenthal Report, hosts Michael and Dominick were joined by special guest William (Bill) Roach from Macquarie Investment Management, who added a wealth of knowledge to our exploration of market dynamics and investment strategies.
Together, they delved into the recent market downturn--discussing the shift from large cap stocks, and stressing the significance of diversified portfolios for robust outcomes. The conversation expanded to cover bond vigilantes and fiscal responsibility, elucidating their crucial role. The trio also provided insights into bond index performance, discussed expectations for 2024, and explored the municipal sector's outlook, offering a comprehensive perspective on navigating the complex financial landscape.
Don't miss this nuanced discussion on market trends, fiscal responsibility, and the potential impact of Covid relief on financial stability. The episode pays homage to investment luminary Charlie Munger, reflecting on his enduring legacy.
The Lebenthal Report Encore: Next Generation Investing Insights
Join us for an encore presentation of The Lebenthal Report, where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. In this captivating episode, your hosts, Michael and Dominick, sit down with two accomplished young professionals, Jordan LeWinter and Scott Hartzman, to explore how the next generation is approaching investments. Tune in as we unravel their investment strategies, success stories, and the invaluable lessons they've learned along the way.
But that's not all! We also explored the challenges and triumphs of buying a home on Long Island. The real estate market, the coveted neighborhoods, the journey from renting to owning – it's all on the table. Michael and Dominick pose the question: Should I stay, or should I go? Whether you're a local resident or just intrigued by the Long Island lifestyle, this episode is a must-listen. Available now on VoiceAmerica, Youtube, Spotify, and Apple Podcasts.