The Lebenthal Report Episode #139: The History of Biotech with Tim Harris

This week on the Lebenthal Report, Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that shaped the industry. The conversation also covers recent market trends, the upcoming Federal Reserve interest rate cut, and AI’s impact on drug development. Key topics include COVID vaccines, CRISPR technology, and the parallels between biotech’s early days and today’s AI landscape.

For more insights into the exciting world of biotech, be sure to grab a copy of Tim Harris' book "In Pursuit of Unicorns", which comes out tomorrow, September 17th!

The Lebenthal Report Episode #131: Timely Insights with Josh Feuerman

On this must-listen episode of The Lebenthal Report, Michael and Dominick welcome guest Josh Feuerman, CFA and Global Equity Strategist at JP Morgan Asset Management. Together, they discuss a range of timely topics, including global financial market trends, the performance of the S&P 500, the potential impact of AI on businesses, and the economic implications of interest rate cycles. The conversation also touches on the recent gains in major stock indices, the leadership of the tech sector, AI startups, and future market changes. The episode concludes with plans for further discussions on these important subjects.

The Lebenthal Report Episode #129: Retain Your Brain

This week on The Lebenthal Report, Michael and Dominick welcome back Bill McManus from Hartford Funds as they discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, brings nearly twenty years of experience in financial services to the conversation. Learn about the impact of exercise, sleep, stress management, diet, and continuous learning on cognitive function. Highlights include insights from MIT Age Lab on aging and financial planning, the Mediterranean diet's benefits, and how technology affects sleep and decision-making. Keep your brain sharp to navigate economic challenges and secure your financial future! If you would like to learn more, please check out the Hartford Funds Retain Your Brain brochure here.

The Lebenthal Report Episode #124: Macro Lens on Markets

This week on The Lebenthal Report, Michael and Dominick welcome special guest Michael Logalbo, also known as "Macro Mike", a global market strategist at New York Life Investments. The trio explores market dynamics and current economic trends, navigating the intricacies of the current macro landscape.

They analyze minimal market losses despite negative news and pressure on bonds from interest rates, speculating on the Federal Reserve's upcoming decisions and predicting lower interest rates by year-end. Additionally, they weigh in on the strength of the US economy amidst global uncertainties, discussing indicators of a potential economic slowdown and the tightening lending policies impacting banks.

Listen now for a captivating discussion on market unpredictability, recession predictions, and the transformative potential of the AI subsector within the technology industry.

The Lebenthal Report Episode #58: Talking Tech with Jim Kelleher

On the latest episode of The Lebenthal Report we welcome James (Jim) Kelleher.

Mr. Kelleher has worked in the financial services industry for over 25 years and joined Argus Research in 1993. He is the Director of Research at Argus and a member of the Investment Policy Committee. He has been instrumental in building Argus' proprietary valuation models, which are a key part of the proprietary Argus Six-Point Rating System. Mr. Kelleher also oversees Argus' technical analysis products, writes the Portfolio Selector report and other publications, and manages several Argus model portfolios. As a senior analyst, he covers communications equipment, semiconductors, information processing, and electronic manufacturing services companies. Mr. Kelleher is a CFA charterholder, and is a three-time winner in The Wall Street Journal's Best on the Street All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published his book, Equity Valuation for Analysts & Investors. The book, a single-volume treatment of financial modeling and valuation process, introduces the Argus proprietary valuation methodology known as Peer Derived Value. (moneyshow.com)

The Lebenthal Report Episode #41: A Discussion On The Post-Pandemic Economy

Episode forty of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with James Kelleher, CFA, Director of Research & Senior Analyst Technology at Argus Research Company.