The Lebenthal Report Episode #193: July Market Update - AI, Interest Rates & What's Next

Markets remain near record highs—but what's really driving the rally?

On this July market update, Michael Hartzman and Dominick Tavella discuss why strong corporate earnings, continued AI investment, and resilient consumer spending have helped support the markets despite ongoing geopolitical uncertainty.

They also explain why semiconductor companies have become the biggest earnings driver in the S&P 500, what investors should know about the Magnificent Seven, and why diversification continues to matter. Plus, they share their outlook on interest rates, inflation, market volatility, and what could impact investors during the remainder of 2026.

On this episode:

✔ Why semiconductor stocks are leading market earnings

✔ The evolving role of AI and the Magnificent Seven

✔ How consumers continue to support economic growth

✔ Why headline risk doesn't always reflect market reality

✔ Interest rate outlook for the rest of 2026

✔ What could create market volatility in the months ahead

Subscribe for weekly discussions on investing, retirement planning, financial markets, and today's biggest economic stories.

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #192: Estate Planning in 2026 - Trusts, Wills & Market Outlook

Markets continued climbing despite geopolitical turmoil—but what's really driving stocks higher?

This week on The Lebenthal Report, Michael Hartzman and Dominick Tavella discuss why markets have remained resilient despite global uncertainty, why diversified portfolios are outperforming, and what investors should watch during the second half of 2026.

Joining the conversation is Harold Bollaci, Esq., of Bollaci Law, who shares practical estate planning strategies every family should know—from wills and trusts to beneficiary designations, probate avoidance, and New York estate tax planning.

On this episode:

✔ Why markets recovered despite geopolitical tensions

✔ Why the Magnificent Seven aren't leading the rally

✔ Equal Weight vs. Market Weight investing explained

✔ The four essential estate planning documents

✔ Why beneficiary designations should be reviewed regularly

✔ How trusts can help avoid probate delays

✔ New York estate tax strategies for growing estates

Whether you're building wealth or protecting it for the next generation, this episode offers valuable insights for investors and families alike.

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #191: The Business of NIL - What Every Athlete Should Know

How is NIL (Name, Image & Likeness) changing college sports—and what does it mean for student athletes and their families?

On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Leda Zukowski of New York Life to discuss the rapidly evolving world of NIL and the financial opportunities—and risks—it creates.

Topics include:

• How college athletes earn money through NIL

• Why financial planning is critical for young athletes

• Taxes, contracts, and building a financial team

• How NIL is reshaping college recruiting

• The growing business opportunities surrounding college athletics

• Why branding matters as much as athletic performance

Whether you're a student athlete, parent, coach, financial professional, or sports fan, this conversation provides valuable insight into one of the biggest changes in college sports today.

Subscribe for weekly discussions on investing, retirement, financial planning, and today's most important economic topics.

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #190: Where Are Bond Markets Headed Next?

The stock market continues to push toward new highs, but what does that mean for bonds, interest rates, and investors seeking income?

This week on The Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Julio Bonilla, CFA, Portfolio Manager at Schroders, for an in-depth discussion on fixed income opportunities, treasury yields, inflation, AI-driven economic growth, and what investors should expect from the Federal Reserve in the months ahead.

Topics include:

✔ Why bond yields are creating new opportunities for investors

✔ How AI and hyperscaler spending are impacting the economy

✔ Inflation, oil prices, and the Strait of Hormuz's effect on markets

✔ Treasury yields, Fed policy, and interest rate expectations

✔ Municipal bonds, credit risk, and active management strategies

✔ Where fixed income investors may find value today

If you're looking for insights on bonds, inflation, interest rates, and portfolio positioning in today's market, this conversation is packed with valuable perspectives.

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #189: May Market Update

Markets are rising. Headlines are noisy. So what’s driving investors?

This week on The Lebenthal Report, Michael Hartzman and Dominick Tavella tackle one of the most common client questions: Why does the market continue to move higher despite ongoing geopolitical tension, elevated energy costs, and uncertainty around inflation and interest rates?

The conversation explores the disconnect between market sentiment and economic reality—covering strong earnings, consumer resilience, and how technology and AI continue reshaping industries.

This episode also dives into:

• Whether inflation may remain higher for longer

• The impact of energy prices and global supply disruptions

• AI’s effect on jobs, productivity, and long-term growth

• Sector rotation: technology, energy, healthcare, financials and real estate

• Emerging markets and the growing role of natural resources

• What concerns—and what opportunities—the team sees ahead

As always, the goal isn’t prediction—it’s perspective.

▶️ Subscribe for weekly market commentary and insights.

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #188: BlackRock’s 2026 Market Outlook - AI Boom, Inflation & Stock Market Risks

Markets are rallying despite rising oil prices, inflation concerns, and geopolitical tension in the Middle East — so what’s really driving stocks higher?

On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Mark Peterson of BlackRock to break down:

• Why the economy keeps outperforming expectations

• How AI is reshaping global markets and investments

• Whether inflation and higher oil prices could derail the rally

• Why emerging markets like Taiwan and South Korea are surging

• What investors should know about Fed rate cuts, bonds, and the Magnificent 7

Mark also explains why market timing rarely works, why consumer sentiment is near historic lows, and why BlackRock still sees long-term opportunities despite volatility.

Subscribe for weekly market insights, investing strategies, and economic analysis from The Lebenthal Report.

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #187: Q1 2026 - CEO Confidence & AI Trends

What’s really happening inside America’s small businesses as we move through 2026?

On this episode of The Lebenthal Report, Dominick Tavella and Tracy Byrnes sit down with returning guest Jeff Oak of Vistage to break down the latest CEO confidence data, Q1 2026 market trends, and the evolving outlook for small businesses.

From AI adoption and hiring challenges to inflation, tariffs, and consumer uncertainty, Jeff shares real-time insights from thousands of small business leaders across the country.

Key Takeaways:

✔ CEOs still expect modest growth in 2026

✔ AI is becoming essential across nearly every role

✔ Skilled talent remains difficult to hire

✔ Businesses are delaying major investments amid uncertainty

▶️ Subscribe for weekly conversations on markets, business leadership, investing, and the economy

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #186: Is the Economy Stronger Than the Headlines?

Are markets ignoring reality—or is the economy stronger than the headlines suggest?

On this episode of The Lebenthal Report, we break down the surprising resilience of the U.S. economy despite rising geopolitical tensions, higher oil prices, and ongoing global uncertainty.

📊 Key topics covered:

• Why the S&P 500, Dow, and Nasdaq are rising despite global conflict

• The real impact of rising oil and gas prices on consumers and inflation

• Whether markets are “shrugging off” risk—or pricing it correctly

• AI’s impact on jobs, productivity, and future economic growth

• Why small caps and mid caps are outperforming big tech

• Are bonds “sexy again”? What investors should know now

💡 Key insight: Even with oil spikes and global instability, the U.S. consumer and labor market remain strong—supporting continued economic growth. 

👥 Featuring insights from Chief Market Strategist Phil Blancato on:

• Interest rates and inflation outlook

• AI-driven economic transformation

• Where opportunities may lie for investors

🔔 Subscribe for weekly market insights, economic analysis, and investing strategies.

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The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by two experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 5pm Eastern Time/2pm Pacific Time on the VoiceAmerica Business Channel.