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 #141: Election Preview with Macro Mike
On the latest episode of The Lebenthal Report, Michael and Dominick welcome back New York Life Global Market Strategist, Michael "Macro Mike" Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dive into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explore the risks of an election sweep, including fiscal impacts and market reactions. They also emphasize that, despite political shifts, the resilience of the economy and consumer spending remain a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.