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Artwork for Global Research Unlocked

Global Research Unlocked

BofA Global Research
Glp-1s
Obesity
Healthcare Costs
Diabetes
Medical Technologies
Bofa Global Research
Japanese Yen
Interest Rates
Inflation
China
Federal Reserve
Labor Market
Productivity
Millennials
Transportation
Rail Industry
S&P Earnings
Convertible Bonds
Home Improvement
Housing Market

Listen and subscribe to Global Research Unlocked. A podcast from BofA Global Research. Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss what’s emerging – from risks and opportunities to growth themes like AI and energy transition.

PublishesTwice monthlyEpisodes19Founded4 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Global Research Unlocked

Latest Episodes

Stablecoin progress to come with time and reg. clarity

Ebrahim Poonawala has been busy exploring the topic of stablecoins and the impact on banks. He's hosted expert events, started a series of notes on the topic and has communicated with bank CEOs o... more

Still managing to add value for patients and payor

While US markets make new highs, the S&P managed care index is half the level it was a year ago. We talk to Kevin Fischbeck about what's driven the substantial weakness and whether deterioration in m... more

10Y yields should fall if Fed more dovish than expected

Leading up to Powell's speech at Jackson Hole, the market has priced in a high likelihood of a 25bp cut at the September FOMC meeting. The prospect of rate cuts has helped to lift homebuilding s... more

Coffee away from home enjoying demographic tailwind

Restaurants have faced some of the same sales challenges experienced elsewhere in the economy as chains more reliant on lower income consumers have felt more pressure than those with a higher income... more

Key Facts

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Recent Guests

Ebrahim Poonawala
Head of North American Bank Research at BofA Global Research
BofA Global Research
Episode: Stablecoins progressing but at the speed of a mailed-in check
Kevin Fischbeck
Co-Head of Healthcare Research and Managed Care Analyst
BofA Global Research
Episode: Managed care suffering but eventual recovery likely
Sara Senatore
US restaurant analyst at BofA Global Research
BofA Global Research
Episode: Give me value or give me vibes: segments of restaurant industry still special
Savita Subramanian
US equity strategist at BofA Global Research
BofA Global Research
Episode: Big beautiful sales beats should accelerate profit growth
Jean Ann Salisbury
Covers integratives, refining and midstream for BofA Global Research
BofA Global Research
Episode: A pipeline of growth for midstream
Jess Gehin
Associate Laboratory Director for Nuclear Science and Technology at the Idaho National Laboratory
Idaho National Laboratory
Episode: Dig it - nuclear renaissance looks to the ‘60s for inspiration
Ross Fowler
Head of North America Power and Regulated Utilities at BofA Global Research
BofA Global Research
Episode: Dig it - nuclear renaissance looks to the ‘60s for inspiration
Justin Post
Covers internet media, e-commerce, online travel and the gig economy
Episode: Next big smart device could be right in front of your eyes
Wamsi Mohan
Covers IT hardware and technology supply chain.
Episode: Next big smart device could be right in front of your eyes

Host

TJ Thornton
Head of Product Marketing at BofA Global Research

Reviews

4.8 out of 5 stars from 44 ratings
  • China reopening

    Very whitewashed view of China. Investors have zero rights, blames US for tensions, nothing about belligerency toward Taiwan or other countries, nothing about human rights, nothing about technology theft…. I get that BooA can be kicked out of China at will, but that doesn’t mean investors should be led like sheep into that market.

    Apple Podcasts
    1
    SG in Denver
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the depth and quality of market analysis provided by the experts, highlighting its utility for making informed investment decisions.
Critiques point to a perceived bias in discussions, particularly regarding geopolitical topics and economic interpretations, suggesting a need for broader perspectives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#44
Denmark/Business/Investing
Apple Podcasts
#112
Brazil/Business/Investing
Apple Podcasts
#118
Colombia/Business/Investing
Apple Podcasts
#143
Sweden/Business/Investing
Apple Podcasts
#179
Hong Kong/Business/Investing
Apple Podcasts
#218
Denmark/Business

Talking Points

Recent interactions between the hosts and their guests.

US dollar slide sustains the Emerging Markets ride
Q: Which of the emerging markets do you like best over the course of the next year?
I would say India and Brazil are in favorable positions for growth.
US dollar slide sustains the Emerging Markets ride
Q: Are you as bullish now that EM has rallied and that sentiment has turned much more positive?
Yes, we do remain structurally bullish despite the consensus view becoming more bullish.
Stimulative aspect of fiscal plan could be at least partially offset by rates
Q: What could we be talking about if there was more of a buyer strike?
The yields could widen further depending on how Treasury manages supply; more definitive action is likely needed from them.
Stimulative aspect of fiscal plan could be at least partially offset by rates
Q: What is it in the plan that's the big needle mover when it comes to the larger deficits that you're expecting?
The expectation of new tax cuts and less spending cuts from the House budget report lead to larger deficits.
Stablecoins; not your brothers’ digital asset
Q: What are the key regulatory steps ahead for stablecoins?
The key regulatory steps include the Genius Act and the Stable Act pending in Congress.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Global Research Unlocked

What is Global Research Unlocked about and what kind of topics does it cover?

The series offers insightful analysis and expert opinions on a diverse set of topics primarily related to economic trends, market dynamics, and industry-specific insights. Episodes frequently cover themes such as the housing market, finance, emerging technologies, and global economic shifts, providing listeners with nuanced discussions aimed at understanding complex issues. Notable aspects include a focus on how various market elements, from interest rates to consumer behavior, interact and affect the global landscape. The depth of expertise from guests, often economists and industry specialists, enhances the listening experience, making it especially valuable for professionals in finance, economics, and related fields.

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Which podcasts are similar to Global Research Unlocked?

These podcasts share a similar audience with Global Research Unlocked:

1. At Any Rate
2. Making Sense
3. Global Data Pod
4. The Markets
5. Thoughts on the Market

How many episodes of Global Research Unlocked are there?

Global Research Unlocked launched 4 years ago and published 19 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Global Research Unlocked?

Recent guests on Global Research Unlocked include:

1. Ebrahim Poonawala
2. Kevin Fischbeck
3. Sara Senatore
4. Savita Subramanian
5. Jean Ann Salisbury
6. Jess Gehin
7. Ross Fowler
8. Justin Post

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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