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
1 · Jul OctJan 26AprJulnow

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

Appearances

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A spoiler alert that that's exactly what they were about to do.
And they predicted that in two years, unemployment would be above 10 percent and no companies would be making any profit.
I can look at the soft publicly traded software companies which have been beaten down badly this year on the fears of AI and in particular that research report.
they are still growing their top line.
Their margins have gone down.
Why?
Because they're investing in AI.
They're doing exactly what you're doing, Ryan.
They're embracing the future.
And so instead of just getting run over, they're co-opting AI and they're going to be better for it as they're still growing their business.
Don't give into fear.
We talked about that earlier.
It's a real emotion.
Don't give into it.
History shows that that's the wrong thing to do.
Sure.
So I'm a partner and our chief investment officer, excuse me, chief market strategist at Serity Partners, C-E-R-I-T-Y partners dot com.
You can find me there.
But probably the easiest way is if you watch CNBC two to three times a week, I'm on the halftime report, which airs from noon to one.
Eastern Time.
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