economy

The Lebenthal Report Episode #165: Making Economics Understandable with Howard Yaruss

On this week’s Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Howard Yaruss—NYU professor and author of Understandable Economics. They discuss:

  • Social Security’s future: solvency or scare tactic?

  • Inflation explained—simple causes, big impacts

  • Gig economy, inequality and the power of tech giants

  • Tariffs, data reliability, and what crypto really is

Howard will be back on the show! Got a question for him? Get in touch with us and we’ll try to feature it next time!

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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 #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 #159: Market Update

On this episode of The Lebenthal Report, Michael and Dominick dive into the market’s performance as the third quarter of 2025 begins, noting that markets have remained steady despite ongoing economic and geopolitical uncertainties.

Key themes include the broader economic outlook, potential effects of policy decisions on growth and consumer confidence, and how shifting global dynamics could influence market trends in the months ahead.

Looking forward, expectations are mixed, with cautious optimism about interest rate adjustments and technological developments supporting resilience through the second half of the year.

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 #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 #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/

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/

The Lebenthal Report Episode #151: Small Biz, Big Worries

This week on The Lebenthal Report, we take a deep dive into market trends, small business confidence, and the latest fluctuations in the CEO Confidence Index with special guest Jeff Oak from Vistage. With CEO sentiment experiencing a dramatic rise in December followed by a sharp decline in February, we explore what’s driving this volatility and what it could mean for the broader economy. We also discuss the impact of government policies, job cuts, and tariffs on small businesses—the backbone of job creation in the U.S.

Exciting news! Jeff will now be joining us quarterly to provide expert analysis on the CEO Confidence Index, helping us track the evolving business landscape. Be sure to tune in to hear his next update in April!

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 (www.brokercheck.finra.org).

The Lebenthal Report Episode #147: Breaking Down the Job Market

On this episode of The Lebenthal Report, Michael and Dominick welcome back guest Scott Passeser. Scott is an accomplished executive recruiter with extensive experience hosting Jobline on News 12 and Radio Jobline on LI News Radio. Together, they discuss the current state of the job market and economy, including the impact of job numbers, market performance, and mass deportations. They dive into the importance of networking, the need for more women in financial services, and how hybrid work is reshaping the workplace. Tune in for expert insights, candid conversations, and maybe even a few unexpected laughs along the way!

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 (www.brokercheck.finra.org).