Tracy Byrnes

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/

The Lebenthal Report Episode #163: Record Highs, Hidden Risks 

The latest episode of The Lebenthal Report examines the market's mixed signals as we reach record highs despite ongoing economic uncertainty. Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist from BNY Investments, for timely market insights.

Key takeaways:

  • CPI data fuels 90% expectations for rate cuts

  • Just 10 AI companies drive 80% of S&P performance

  • International markets deliver surprising outperformance

  • While headline inflation appears controlled, everyday essentials tell a different story—eggs up 16%, coffee up 14%

Macey cautions against dangerous market complacency while emphasizing the critical shift toward quality investments over speculation. After years of underperformance, diversification strategies are finally delivering results.

 This essential discussion covers navigating market FOMO, understanding how the wealth effect influences spending patterns, and strategic positioning in today's frothy markets. Don't miss these insights for uncertain times ahead.

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/