The Lebenthal Report

Business and Economic News       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/

How could artificial intelligence, inflation, and interest rates influence the stock market and economic outlook? In this encore episode of The Lebenthal Report, host Michael Hartzman and guest co-host Scott Hartzman revisit their conversation with Jordan Jackson, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, exploring the economic trends, investment opportunities, and market risks shaping the investment landscape. As technology companies continue to invest heavily in artificial intelligence, questions remain about its long-term impact on productivity, energy demand, corporate profitability, and stock market valuations. Jordan shares his perspective on the AI investment cycle, the expansion of data centers, and the potential implications for the broader economy. The conversation also examines Federal Reserve policy, inflation, interest rates, and why the 10-year U.S. Treasury yield remains an important indicator for investors. Beyond U.S. markets, Jordan discusses international diversification, opportunities in developed markets, and the economic factors influencing global growth. In this encore episode: ✔ AI infrastructure, data centers, and corporate investment ✔ Artificial intelligence and long-term productivity growth ✔ Federal Reserve policy, inflation, and interest rates ✔ The potential market implications of the 2026 midterm elections ✔ Consumer spending, wealth inequality, and the K-shaped economy ✔ International investing and global diversification ✔ Sector opportunities, stock valuations, and market risks ✔ The importance of maintaining a long-term investment strategy With economic uncertainty and rapid technological change continuing to influence financial markets, this encore conversation offers perspective on the forces that could shape investing through the remainder of 2026 and into 2027. Tune in to this encore presentation for insights into AI, economic trends, global markets, and long-term investment considerations. Subscribe to The Lebenthal Report for weekly financial market updates, economic analysis, and insights from leading investment professionals. 🌐 Visit: www.lebenthal.com Disclaimer: This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.   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/

Life changes—and your life insurance coverage may need to change with it. In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella revisit their conversation with Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services, to explore the importance of reviewing existing life insurance policies and how coverage needs can evolve over time. A policy purchased years—or even decades—ago may have originally been designed to provide income protection for a young family. As financial priorities shift, that same policy may serve a different purpose in retirement planning, long-term care, estate planning or leaving a legacy. In this encore episode: ✔ When and why to review your life insurance policy ✔ Understanding term, whole life and permanent insurance options ✔ Cash value and existing policy benefits ✔ Life insurance and long-term care considerations ✔ Why beneficiary updates matter ✔ Estate and legacy planning strategies ✔ What to consider before replacing an existing policy Michael and Dominick also revisit their discussion of the market environment at the time of the original broadcast, including Treasury yields, inflation concerns, Federal Reserve policy and how rising interest rates can affect existing bond values. Tune in to this encore presentation for insights into how regular policy reviews can help ensure your life insurance coverage continues to align with your evolving financial goals. Subscribe to The Lebenthal Report for conversations about financial markets, investing, retirement, insurance and financial planning.   The Lebenthal Report is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.         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/  

AI, Interest Rates & the Market Outlook | Jordan Jackson, J.P. Morgan How will artificial intelligence, inflation, and higher interest rates shape the stock market and economic outlook? In this episode of The Lebenthal Report, host Michael Hartzman and guest co-host Scott Hartzman welcome Jordan Jackson, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, to discuss the economic trends, investment opportunities, and market risks investors should be watching. As technology companies invest heavily in artificial intelligence, questions remain about the long-term impact on productivity, energy demand, corporate profitability, and stock market valuations. Jordan examines whether the AI investment cycle can sustain its momentum and how the expansion of data centers could affect the broader economy. The conversation also explores Federal Reserve policy, inflation, the outlook for interest rates, and why the 10-year U.S. Treasury yield remains an important indicator for investors. Beyond U.S. markets, Jordan discusses international diversification, opportunities in developed markets, and the economic factors supporting global growth. Topics covered: ✔ AI infrastructure, data centers, and corporate investment ✔ Artificial intelligence and long-term productivity growth ✔ Federal Reserve policy, inflation, and interest rates ✔ The impact of the 2026 midterm elections on markets ✔ Consumer spending, wealth inequality, and the K-shaped economy ✔ International investing and global diversification ✔ Sector opportunities, stock valuations, and market risks ✔ The importance of maintaining a long-term investment strategy With economic uncertainty and rapid technological change influencing markets, this episode offers perspective on the trends that could shape investment decisions through the remainder of 2026 and into 2027. Subscribe to The Lebenthal Report for weekly financial market updates, economic analysis, and insights from leading investment professionals. 🌐 Visit: www.lebenthal.com Disclaimer: This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions. #MarketOutlook #AIInvesting #InterestRates #StockMarket #TheLebenthalReport       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 your life insurance policy still meeting your needs?   On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services, for a discussion about life insurance policy reviews and how coverage needs can evolve over time.   A policy purchased years—or even decades—ago may have originally been designed to provide income protection for a young family. As circumstances change, that same policy may play a different role in retirement planning, long-term care, estate planning or leaving a legacy.   The conversation covers: ✔ When and why to review a life insurance policy ✔ Term, whole life and other permanent insurance options ✔ Cash value and existing policies ✔ Life insurance and long-term care benefits ✔ The importance of updating beneficiaries ✔ Estate and legacy planning strategies ✔ Considerations before replacing an existing policy   Michael and Dominick also break down the latest market environment, including rising Treasury yields, inflation concerns, Federal Reserve policy and why higher interest rates can affect the value of existing bonds.   Subscribe to The Lebenthal Report for conversations about financial markets, investing, retirement, insurance and financial planning. The Lebenthal Report is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.         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/