Jeff Oak

The Lebenthal Report Episode #164: Q2 2025 Market Recap & Small Business Outlook

Markets are shifting, and small businesses are adapting. On this new episode of The Lebenthal Report, Dominick Tavella and guest host Tracy Byrnes break down last week’s performance and sit down with Vistage Chair Jeff Oak to uncover how small business CEOs are navigating 2025.

What you’ll learn in this episode:

- Market recap: Russell 2000 rally and potential September rate cut
- How tariffs and rising costs are squeezing small business margins
- Productivity gains through AI, automation and smarter processes
- CEO burnout and stress on the rise
- Opportunities for growth in uncertain times


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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/