Jim Lebenthal

speaker

650 appearances 1 recordings 1 series first heard Jul 2026 last heard 28 Jul

Jim Lebenthal’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Finding Peak with Ryan Hanley · Your Portfolio Is a Fingerprint of Your Personality | Jim Lebenthal · 28 Jul 2026 podcast

We touched a little bit on fixed income.

And should you have that to help you sleep well at night?

That's another asset class.

But then you went into some of the critical asset classes of today's environment.

What are you supposed to do about crypto, about precious metals, about private markets?

I think I'll answer that by just talking about how my firm is positioned right now.

And when I say right now, this is how we've been positioned for several years.

And we do believe in the private markets.

So we believe in private equity, private debt.

Private real estate funds.

But I have to say this very clearly.

You have to make sure you have enough liquidity first.

You have to have enough liquidity to live your life.

And I'm also thinking about this in terms of what we were just talking about of retirement accounts.

Because I do think about people who are listening to you and me right now, and they may be saying, hey, listen, man, that's great that Jimmy Laventhal thinks you should put as much as you can in your IRA, but I can't afford that.

I totally get that.

And I always want to meet people where they are.

Do what you can.

However much you can put into an IRA or if you can start funding a 529 plan for your kids, I'm just telling you that tax deferral is fantastic.

But please don't sacrifice your well-being right now.

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