The Lebenthal Report Episode #88: 2023 Outlook with Lauren Goodwin

This week on the Lebenthal Report we welcome back Lauren Goodwin, CFA. Michael and Dominick catch up with Lauren to discuss the outlook for 2023. Lauren helps us make sense of the recent news cycle and how it may affect the current market. She also touches upon growth versus value and where the opportunities lie in US equity versus International equity.

Lauren Goodwin, CFA, is an Economist and Director of Portfolio Strategy at New York Life Investments. She was named a 2020 Business Insider Rising Star of Wall Street.  Her Multi-Asset Solutions team manages a combined $9.5B in assets (as of 12/31/20), including MainStay’s Income Builder Fund, Asset Allocation ETFs, and bespoke investment solutions. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, and is also a regular spokesperson for her firm at conferences and in television and print media outlets such as: Bloomberg, CNBC, CNN, and Barron’s. (newyorklifeinvestments.com)

This must-listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!

The Lebenthal Report Episode #87: Secure Act 2.0- How the New Retirement Rules May Affect You with Roberta Eckert

This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement plan participants on an annual basis on these topics. 

Michael, Dominick and Roberta discuss the new provisions within the Secure Act 2.0. They breakdown how the new retirement rules may affect you and what you need to know going forward to 2023 and beyond. For more information on the New Secure Act 2.0, please contact your financial advisor.

The Lebenthal Report Episode #86: Talking Film with Ty Burr

This week on The Lebenthal Report we are excited to welcome Ty Burr. Ty Burr was a film critic and pop culture columnist for The Boston Globe for two decades, from 2002 to 2021. He currently writes “Ty Burr’s Watch List” (tyburrswatchlist.substack.com), a popular e-newsletter for movie and TV recommendations—including streaming ones—and cultural commentary. He is the author of the critically acclaimed books Gods Like Us: On Movie Stardom and Modern Fame (2013) and The Best Old Movies for Families: A Guide to Watching Together (2007), and the e-book The 50 Movie Starter Kit: What to Know if You Want to Know What You’re Talking About (2013). 

During the 1980s, he programmed movies for HBO/Cinemax. As a senior writer and editor for Entertainment Weekly throughout the 1990s, he wrote reviews and features and oversaw the magazine’s initial coverage of, and forays into, the Internet and new media. A member of the National Society of Film Critics and the Boston Society of Film Critics, Ty teaches courses in film and criticism at Boston University and Emerson College. In 2017, he was a finalist for the Pulitzer Prize in Criticism.

Check out this fun interview on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!

The Lebenthal Report Episode #85: Making Sense of a Crazy Market with Jon Mackay

On this episode of the Lebenthal Report, Michael and Dominick welcome back Jonathan Mackay from Schroders. Jonathan discusses the current market and how we can make sense of the craziness we’ve been seeing. 

Jonathan Mackay is the Head of Platform Distribution at Schroders, which involves working in partnership with Hartford Funds to represent their strategies to financial advisors and intermediaries in the Northeast region. He joined Schroders in 2016 and is based in New York. Jonathan was a Senior Market Strategist at Morgan Stanley from 2009 to 2016, which involved providing advice to the firm's sales force and clients on a variety of investing topics, authoring in-depth reports, and traveling frequently throughout the Americas meeting with high-net-worth individuals and middle market institutions. He was a Credit Strategist at Citigroup Smith Barney from 2000 to 2009, which involved providing commentary on the credit markets and coming up with trade ideas for the High Yield, Emerging Markets and Investment Grade corporate bond desks. He was an analyst at Emerging Markets Securities LLC from 1997 to 1999, which involved creating structured trade credit transactions.

The Lebenthal Report Episode #84: A Conversation with Natasha Lance Rogoff

For our debut show of 2023, we welcome American TV producer Natasha Lance Rogoff to discuss her memoir, Muppets in Moscow: The Unexpected Crazy True Story of Making Sesame Street in Russia, which Rowman & Littlefield published recently. It chronicles Natasha’s experience producing a Russian version of Sesame Street in post-Soviet Union Russia. It falls under the category of “And you thought your job was tough.” Available now on voiceamerica.com, YouTube, Apple Podcasts and Spotify.