This week on The Lebenthal Report, Michael and guest co-host David Walker welcome Jennifer Tarsney, Director of Practice Management at New York Life Investments.
They discuss the specific challenges women face in managing finances, the crucial role of financial literacy, and the importance of empowering women to join the industry. From understanding intricate financial matters to navigating leadership in uncertain times, they cover it all.
This week on The Lebenthal Report, Michael and Dominick welcome special guest Michael Logalbo, also known as "Macro Mike", a global market strategist at New York Life Investments. The trio explores market dynamics and current economic trends, navigating the intricacies of the current macro landscape.
They analyze minimal market losses despite negative news and pressure on bonds from interest rates, speculating on the Federal Reserve's upcoming decisions and predicting lower interest rates by year-end. Additionally, they weigh in on the strength of the US economy amidst global uncertainties, discussing indicators of a potential economic slowdown and the tightening lending policies impacting banks.
Listen now for a captivating discussion on market unpredictability, recession predictions, and the transformative potential of the AI subsector within the technology industry.
On this week’s episode of The Lebenthal Report, Michael and Dominick dive into the world of infrastructure and real estate investments, and explore the valuable insights of seasoned expert, Daniel Foley. Daniel is an Associate Portfolio Manager of CBRE Investment Management. As a member of CBRE Clarion Securities’ Global Infrastructure research team, he is responsible for evaluating listed infrastructure companies in the communications and utilities sectors globally. He has been an active member of the firm’s Global Infrastructure research team since its inception and is a Portfolio Manager of the MainStay CBRE Global Infrastructure Fund. Whether you're an experienced investor or just getting started, you won't want to miss this informative and engaging discussion. Now Available on VoiceAmerica, Youtube, Apple Podcasts and Spotify.
This week on the Lebenthal Report we welcome back Lauren Goodwin, CFA. Michael and Dominick catch up with Lauren to discuss the outlook for 2023. Lauren helps us make sense of the recent news cycle and how it may affect the current market. She also touches upon growth versus value and where the opportunities lie in US equity versus International equity.
Lauren Goodwin, CFA, is an Economist and Director of Portfolio Strategy at New York Life Investments. She was named a 2020 Business Insider Rising Star of Wall Street. Her Multi-Asset Solutions team manages a combined $9.5B in assets (as of 12/31/20), including MainStay’s Income Builder Fund, Asset Allocation ETFs, and bespoke investment solutions. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, and is also a regular spokesperson for her firm at conferences and in television and print media outlets such as: Bloomberg, CNBC, CNN, and Barron’s. (newyorklifeinvestments.com)
This must-listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!
Episode ten of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Lauren Goodwin, CFA, an economist and strategist for New York Life Investments’ Multi-Asset Solutions team. Jordan Kimmel then joins the show to speak with Hazel Henderson D.Sc.Hon., FRSA, Founder and CEO of Ethical Markets Media, Certified B Corporation.
