The Lebenthal Report Episode #124: Macro Lens on Markets

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.

The Lebenthal Report Episode #122: A Recession to the Election with Phil Blancato

On the latest episode of The Lebenthal Report, hosts Michael and Dominick discuss important topics such as the stock market, the economy, and their financial insights. Michael's cautionary notes against investor complacency, along with Dominick's perspective on the Federal Reserve's measured approach to interest rates, create a thought-provoking dialogue.

The episode features an intriguing segment with guest Phil Blancato, a prominent figure in the financial industry, discussing both professional accomplishments and personal anecdotes. Together they explore recession impacts on the US economy and consumer spending, providing insights into potential challenges and the importance of rational decision-making. They also touch on the tech market's economic impact, interest rates, inflation, and market manipulation.

This episode is a must-listen for anyone seeking a well-rounded understanding of current financial dynamics and future trends during this crucial period from recession to the election. Don't miss out on this timely discussion!

The Lebenthal Report Episode #108: A Jolly Outlook with Jake Jolly

In this episode of The Lebenthal Report, your hosts Michael Hartzman and Dominick Tavella are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive discussion on bear market exits and intricacies of recessions, and offer their informed outlook on the current state of the financial markets. This episode will help you gain valuable insights to navigate these challenging economic landscapes. Do not miss this informative and engaging conversation with seasoned experts in the field. Now available on VoiceAmerica.com, Youtube, Spotify and Apple Podcasts.

The Lebenthal Report Episode #102: Feeling Bullish or Bearish with John Eade

In this audio only, power-packed podcast episode, we unpack the hot topics of inflation and earnings recession while shedding light on the age-old battle between bull and bear markets. Michael is joined by accomplished financial expert, John Eade from Argus Research, and they delve into the underlying factors driving these economic forces, dissect their impact on investments, and uncover practical strategies to navigate turbulent times. Whether you're a seasoned investor or just getting started, this episode equips you with expert insights to thrive in any market condition. Tune in for an eye-opening discussion!

The Lebenthal Report Episode #66: A Global Perspective from Schroders

On this week’s Lebenthal Report, Michael Hartzman welcomes back returning guest, Jonathan Mackay. Jon is Head of Sales, US Intermediary Investment Strategists at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. Jon gives his perspective about global markets and the effect a US recession would have around the world.