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.
The Lebenthal Report Episode #138: Entrepreneurship 101
This week on The Lebenthal Report, Michael and Dominick welcome back William Lieberman, Founder and Managing Partner of The CEO’s Right Hand, a firm specializing in providing top-tier fractional leadership services to growing businesses. Together, they delve into the evolving roles of fractional CEOs and CFOs while touching upon the critical impact of private equity in today’s economy. William highlights how fractional executives offer cost-effective, experienced leadership, especially valuable for small businesses. They also explore private equity's role in enhancing company performance and the challenges entrepreneurs face in the post-pandemic landscape. Don’t miss this insightful conversation on entrepreneurship, business exits, and the importance of strategic guidance.
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!
The Lebenthal Report Episode #135: RMDs Explained
Catch up on the latest episode of The Lebenthal Report, where Michael and Dominick welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact on employee benefit plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required Minimum Distributions (RMDs) and how new regulations could affect retirees. Tune in for expert insights on how these changes could impact your financial planning and retirement strategy!
The Lebenthal Report Episode #132: AI Boom and Energy Sector Insights
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.
Michael's Appearance on Radio Jobline
Michael was a guest on Scott Passeser's Radio Jobline last week and discussed the current job market and economy, stock market trends, insights from the recent Fed meeting, NVDA's stock split, interest rates, and election-related fears affecting investors. Check it out!
The Lebenthal Report Episode #128: Empowering Financial Futures
This week on The Lebenthal Report, Michael and guest co-host David Walker welcome Jennifer Tarsney, Director of Practice Management at New York Life Investments.
They discuss the specific challenges women face in managing finances, the crucial role of financial literacy, and the importance of empowering women to join the industry. From understanding intricate financial matters to navigating leadership in uncertain times, they cover it all.
Stream Dominick's Appearance on 'Next at the Mic'
Catch Dominick's captivating appearance on 'Next At The Mic' with the charismatic host Bonnie D.! 🎙️ Presented by VoiceAmerica Variety, this engaging episode aired on January 23, 2024. If you missed it, no worries! You can watch it on demand.