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 #144: Trump, Tariffs and Taxes
This week on The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, "America First" policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 sunset. They also emphasized retirement plan composition, adapting portfolios to navigate the shifting political and economic landscape, and the importance of addressing the national debt and monitoring consumer spending.
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 #134: Performance Gap in the S&P 500
On the latest episode of The Lebenthal Report, Michael and Dominick delve into mixed market trends, with the Dow slightly down and the S&P and Nasdaq up for the week. They welcome guest James Macey, CFA, CAIA, and Senior Investment Strategist for BNY Mellon. Together, they discuss the potential for a Fed rate cut later in the year, the impact of AI on productivity, and the importance of quality investments. James shares insights on opportunities in Japan and emerging markets, emphasizing diversification and caution in the current economic climate. They also touch upon how the investment team will monitor the performance gap between cap-weighted and equal-weighted S&P 500 for potential rebalancing opportunities. Don’t miss this episode that is ‘stock-full’ of valuable perspectives and knowledge.
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 #131: Timely Insights with Josh Feuerman
On this must-listen episode of The Lebenthal Report, Michael and Dominick welcome guest Josh Feuerman, CFA and Global Equity Strategist at JP Morgan Asset Management. Together, they discuss a range of timely topics, including global financial market trends, the performance of the S&P 500, the potential impact of AI on businesses, and the economic implications of interest rate cycles. The conversation also touches on the recent gains in major stock indices, the leadership of the tech sector, AI startups, and future market changes. The episode concludes with plans for further discussions on these important subjects.
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).