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.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

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.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

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!

Michael's Guest Appearance on Radio Jobline

Don't miss Michael's guest appearance on Radio Jobline with Scott Passeser this Saturday from 2-3pm EST! He'll discuss 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.

Tune in this Saturday at 2pm EST on LI News Radio, 103.9 FM, to hear Michael's expert analysis!

The Lebenthal Report Episode #130: Financial Equity For All

On the latest audio-only episode of The Lebenthal Report, Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people without children in all domains, and advocates for the equal and protected status of all individuals, regardless of reproductive and relationship identity, status, or experience.

In this episode, Michael, David, and Christine discuss strategies for addressing the unique financial needs and goals of this often-overlooked group, emphasizing the importance of tailored financial advice that recognizes diverse life paths and priorities. Through thoughtful dialogue and expert insights, they aim to broaden the scope of financial planning to be more inclusive and equitable for everyone.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

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.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

Market Update and Client Appreciation Brunch 2024

Thank you to everyone who came out to our Market Update and Client Appreciation Brunch this past Saturday! Here are some highlights from the day.