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 #160: Big, Beautiful Market Update

On this week’s episode of The Lebenthal Report, Michael and Dominick break down key market movers—from tariff risks and Powell’s interest rate pause to tax reform impacts and looming Medicaid cuts. They cut through the noise to explain how these shifts affect investors, small business owners, and the broader economy. With sharp insight on market volatility and long-term trends, this episode is a must-listen for anyone navigating today’s uncertain financial landscape.

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).