The Lebenthal Report Episode #186: Is the Economy Stronger Than the Headlines?

Are markets ignoring reality—or is the economy stronger than the headlines suggest?

On this episode of The Lebenthal Report, we break down the surprising resilience of the U.S. economy despite rising geopolitical tensions, higher oil prices, and ongoing global uncertainty.

📊 Key topics covered:

  • Why the S&P 500, Dow, and Nasdaq are rising despite global conflict

  • The real impact of rising oil and gas prices on consumers and inflation

  • Whether markets are “shrugging off” risk—or pricing it correctly

  • AI’s impact on jobs, productivity, and future economic growth

  • Why small caps and mid caps are outperforming big tech

  • Are bonds “sexy again”? What investors should know now

💡 Key insight: Even with oil spikes and global instability, the U.S. consumer and labor market remain strong—supporting continued economic growth. 

👥 Featuring insights from Chief Market Strategist Phil Blancato on:

  • Interest rates and inflation outlook

  • AI-driven economic transformation

  • Where opportunities may lie for investors

🔔 Subscribe for weekly market insights, economic analysis, and investing strategies.

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The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by two experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 5pm Eastern Time/2pm Pacific Time on the VoiceAmerica Business Channel.

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The Lebenthal Report Episode #185: Markets, Fed Pressure & SBA Loans Explained

On this episode of The Lebenthal Report, Michael Hartzman and guest co-host Andrew Gilmartin break down the latest market movements, Federal Reserve developments, and the real impact of global headlines on investing in 2026.

Despite geopolitical tensions and rapidly shifting news cycles, markets have remained surprisingly resilient, with strong year-to-date gains across the S&P 500, Dow, and Nasdaq. The hosts dive into why headlines are driving short-term volatility—and why long-term investors should focus on fundamentals like corporate earnings, inflation, and oil prices.

They also unpack the growing scrutiny around the Federal Reserve, including the nomination of Kevin Warsh and what political pressure could mean for interest rates, inflation, and economic stability.

The highlight of the episode features a deep dive into the U.S. Small Business Administration (SBA) with Regional Administrator Matt Coleman. Learn how SBA loans work, who qualifies, and why government-backed lending plays a critical role in fueling entrepreneurship and economic growth. With nearly 99% of U.S. businesses classified as small businesses, the SBA remains a key engine of the American economy.

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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/

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Market Update & Client Appreciation Brunch 2026

The Lebenthal Report Episode #184: Calm in the Chaos - What Markets Know That Headlines Don’t

The world feels chaotic… What’s really driving markets right now?

With geopolitical tensions rising, oil shocks hitting global markets, and nonstop headline risk, investors are asking one question: Why is the market holding up so well?

On this episode, Michael Hartzman and Andrew Gilmartin are joined by JP Morgan Global Market Strategist Jack Manley to break it all down.

They cover:

  • Why markets remain surprisingly resilient despite global chaos

  • How energy shocks impact inflation, growth, and consumer behavior

  • Why today’s economy is fundamentally different from past crises

  • The hidden volatility beneath the surface of the market

  • What AI, fiscal policy, and consumer strength mean going forward

  • How global markets (and China) fit into the picture

The key takeaway?

The market may look calm—but underneath, there’s a lot more happening than meets the eye.

If you’re trying to make sense of today’s environment, this is a must-listen.

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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/

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The Lebenthal Report Episode #183: The $150 Oil Question: Recession or Recovery?

On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down a rapidly shifting market landscape driven by geopolitical tension, rising oil prices, and growing uncertainty.

With major indices pulling back and oil nearing critical levels, the big question becomes: Is there an off-ramp—or are markets heading for more turbulence?

They’re joined by returning guest John Eade, President & CEO of Argus Research, a trusted voice who has appeared on the show multiple times, to provide insight into today’s volatile environment.

Together they discuss:

  • The impact of rising oil prices on inflation and consumers

  • Why markets have pulled back—but not panicked

  • The outlook for interest rates and Fed policy

  • Whether recession fears are justified

  • Why the long-term bull market may still be intact

  • Where AI-driven opportunities are emerging beyond big tech

Despite short-term uncertainty, strong fundamentals—from consumer balance sheets to continued investment in AI—may still support markets going forward.

Listen here: https://thelebenthalreport.libsyn.com/the-lebenthal-report-march-24th-2026

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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 #182: The Rise of AI Companions | The Friend Machine

Markets are under pressure as oil prices surge and geopolitical tensions escalate.

But beyond the headlines, a different kind of transformation is happening — one that’s far more personal.

On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down:

  • The market impact of rising oil prices and global conflict

  • Why gas prices are climbing despite strong U.S. supply

  • The growing risk of a stagflation-like environment

  • How long consumers can absorb higher costs

Then, they’re joined by author Victoria Hetherington, whose new book, The Friend Machine, explores the rapidly emerging world of AI companionship.

They discuss:

  • Why people are forming emotional connections with AI

  • Who benefits most — from seniors to the socially isolated

  • The psychological and ethical risks of AI relationships

  • Privacy concerns and how personal data is used

  • Whether AI enhances human connection — or replaces it

As AI moves beyond productivity into personal relationships, the question becomes:

Are we improving human life — or redefining it entirely?

🎧 Listen now for a conversation at the intersection of markets, technology, and human behavior.

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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/

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