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 #134: Performance Gap in the S&P 500
On the latest episode of The Lebenthal Report, Michael and Dominick delve into mixed market trends, with the Dow slightly down and the S&P and Nasdaq up for the week. They welcome guest James Macey, CFA, CAIA, and Senior Investment Strategist for BNY Mellon. Together, they discuss the potential for a Fed rate cut later in the year, the impact of AI on productivity, and the importance of quality investments. James shares insights on opportunities in Japan and emerging markets, emphasizing diversification and caution in the current economic climate. They also touch upon how the investment team will monitor the performance gap between cap-weighted and equal-weighted S&P 500 for potential rebalancing opportunities. Don’t miss this episode that is ‘stock-full’ of valuable perspectives and knowledge.
The Lebenthal Report Episode #133: Workplace Evolution with Sarah Lieberman
This week on The Lebenthal Report, Michael and Dominick welcome Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards flexible work setups as employees express dissatisfaction with traditional workspaces and seek more autonomy. The conversation delves into the financial implications of early retirement, the trend of older workers setting their terms, and the rising popularity of work-from-home arrangements. Join them as they navigate the complexities of modern workspaces and how organizations can adapt to meet the needs of their diverse workforce. Tune in to discover how these changes could shape the future of work and impact your career!
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.
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.
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!