The Lebenthal Report

ENCORE EPISODE - Q1 2026: CEO Confidence & AI Trends

What's really happening inside America's small businesses as we move through 2026? In this encore presentation of The Lebenthal Report Podcast, Dominick Tavella and Tracy Byrnes welcome back Jeff Oak of Vistage to revisit a timely conversation on CEO confidence, 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 valuable insights gathered 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 If you missed this episode the first time around, now's your chance to catch up on one of our most insightful conversations on the state of small business in America. 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/

BlackRock's 2026 Market Outlook: AI Boom, Inflation & Stock Market Risks

Markets are rallying despite rising oil prices, inflation concerns, and geopolitical tension in the Middle East — so what's really driving stocks higher? In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Mark Peterson of BlackRock to break down: * Why the economy keeps outperforming expectations * How AI is reshaping global markets and investments * Whether inflation and higher oil prices could derail the rally * Why emerging markets like Taiwan and South Korea are surging * What investors should know about Fed rate cuts, bonds, and the Magnificent 7 Mark also explains why market timing rarely works, why consumer sentiment is near historic lows, and why BlackRock still sees long-term opportunities despite volatility. Subscribe for weekly market insights, investing strategies, and economic analysis from The Lebenthal Report. 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/

Q1 2026: CEO Confidence & AI Trends

What's really happening inside America's small businesses as we move through 2026? In this episode of The Lebenthal Report Podcast, 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 Subscribe for weekly conversations on markets, business leadership, investing, and the economy. 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/

Is the Economy Stronger Than the Headlines?

Are markets ignoring reality—or is the economy stronger than the headlines suggest? In 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 CEO of Ladenburg Thalmann Asset Management & Chief Market Strategist of Osaic Wealth, Phil Blancato on: * Interest rates & inflation outlook * AI-driven economic transformation * Where opportunities may lie for investors 🔔 Subscribe for weekly market insights, economic analysis, and investing strategies. 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/

Markets, Fed Pressure & SBA Loans Explained

In 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. 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/