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

In the case of fear, find out the data.

Find out things like how many of these loans are in non-accrual status.

What's the loan to value ratio?

When you get those data points, you start to get a lot more calmer.

So that's, you know, again, just to summarize, the emotions are real.

Don't deny them, but work with them.

Yeah, so I think trying to answer your question, we can synthesize some of the things that we've been speaking about and maybe bring in a new concept.

So synthesizing the idea of long-term investing, we're not in this to get rich quick.

We acknowledge that there are going to be those moments where we have FOMO, fear of missing out, and we want to get into Micron.

By the way, I just brought Micron last week, okay, in the portfolio that I run, a relatively small position that I can add to over time.

I actually think it's fairly valued for the results that it's putting up.

I think it's undervalued, to tell you the truth.

But let's face it, it's up about 600% since the last six or nine months or so.

So it's not like I'm getting in at the bottom.

So again, synthesizing the emotions, FOMO, being in this for the long run, taking small bites.

But let me add another important critical element to investing, which is diversification.

Step back.

I'm an equity investor.

I'm very comfortable having all of my assets, my personal assets invested in equities.

I actually grew up in a family of municipal bond managers.

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