The Lebenthal Report Episode #187: Q1 2026 - CEO Confidence & AI Trends

What’s really happening inside America’s small businesses as we move through 2026?

On this episode of The Lebenthal Report, Dominick Tavella and Tracy Byrnes sit down with returning guest Jeff Oak of Vistage to break down the latest CEO confidence data, Q1 2026 market trends, and the evolving outlook for small businesses.

From AI adoption and hiring challenges to inflation, tariffs, and consumer uncertainty, Jeff shares real-time insights from thousands of small business leaders across the country.

Key Takeaways:

✔ CEOs still expect modest growth in 2026

✔ AI is becoming essential across nearly every role

✔ Skilled talent remains difficult to hire

✔ Businesses are delaying major investments amid uncertainty

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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/