The Lebenthal Report Episode #158: Tariffs, Turbulence and Turnarounds

On this episode of The Lebenthal Report, Dominick and Michael dive into the recent stock market volatility triggered by the Trump administration's tariff announcements, followed by an unexpected rebound that pushed the S&P 500 into positive territory for the year. They explore whether this recovery is sustainable or masking deeper economic vulnerabilities. Joined by Meera Pandit, Executive Director at JP Morgan Asset Management, the trio examines the mixed signals in consumer spending, the challenges small businesses face due to tariffs and inflation, and the shifting expectations around interest rates and recession risk. Meera offers insight into investment strategies, sector performance, and international markets, while also breaking down the implications of the new “Big Beautiful Bill” tax legislation. The discussion rounds out with a look at how AI is impacting utilities, why pharma might be ripe for M&A, and what the future holds for equity valuations and economic resilience.

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 #157: Market Update

This week on The Lebenthal Report Michael and Dominick deliver a full-spectrum market briefing—breaking down stock market volatility, sector performance, bond market signals, and inflation trends. They explore how tariffs, Fed moves, and political noise are shaping investor sentiment and the broader economic outlook.

Don’t miss this timely episode packed with sharp insights and clear takeaways!

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 #156: Living History with Author Helen Sheehy

On the most recent episode of The Lebenthal Report Michael and Dominick welcome acclaimed author Helen Sheehy to explore her new novel Just Willa—a moving story inspired by the resilience of her mother during the Dust Bowl and Great Depression. The conversation touches on Helen’s unique experiences as a teacher in a maximum-security prison, the shifting values of work and money across generations, and the real-life economic challenges echoed in Willa’s journey. Plus, Michael and Dominick unpack recent market movements, future volatility, and what today’s employment landscape means for young job seekers. Listen now to hear how personal history, economic insight, and literary storytelling collide in this rich, multi-layered episode.

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/

Market Update and Client Appreciation Brunch 2025

Thank you to all who attended our Market Update and Client Appreciation Brunch this past weekend! We had a great time "connecting" with you!

The Lebenthal Report Episode #154: Market Mayhem: Self-Inflicted Edition

On this week’s episode of The Lebenthal Report, Dominick and Michael welcome guest Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities from Schroders, to unpack the recent wave of market volatility and the surprising dual sell-off in both stocks and bonds. They explore what triggered the correction—was it truly economic pressure or a self-inflicted wound from tariff policy and mixed market messaging? Bob shares his insights on the current investing climate, emphasizing the impact of paused tariffs, challenges in renegotiating trade agreements, and how small-cap companies are absorbing the shocks. From consumer sentiment divided by politics to the importance of removing emotion from investment decisions, this episode covers the tactical, the technical, and the timely.

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 #153: Insurance Insights with Gary Slavin

On the latest episode of The Lebenthal Report (Recorded on March 25, 2025), Michael and Dominick break down the latest market trends, insurance must-knows, and economic policies shaping our financial future. Special guest Gary Slavin sheds light on key insurance insights--from umbrella policies to windstorm coverage. Don’t miss this deep dive into protecting your assets and navigating the complexities of insurance!

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/