Global Research Unlocked™ Podcast from BofA Global Research

For a full inventory of the Global Research Unlocked^TM podcast series access your favorite podcast provider.

A big shift is underway on how the power grid could look in the future. We discuss the role nuclear and renewable energy will play.

Featured Guest
Ross Fowler, Head of the North America Power & Regulated Utilities Research
Andrew Obin, Senior Multi-Industry Analyst

REIT stocks have been great performers recently but rate cuts could usher in more transactions and other positives.

Featured Guest
Jeffrey Spector, Head of U.S. REIT Research

The rate cutting cycle is underway and housing stocks are expected to perform well in the months after the first cut.

Featured Guest
Rafe Jadrosich, U.S. Homebuilders and Building Products Analyst

As AI adoption grows, construction spend could rise from growth in data centers. But macro factors like elections will play a factor.

Featured Guest

Michael Feniger, Machinery, Engineering and Construction & Waste Analyst

July payroll data led to some concern in markets but data including U.S. consumer spending suggests merely a normalization

Featured Guest
Aditya Bhave, Senior U.S. Economist

We're in the early earnings of the "AI revolution" and the list of beneficiaries should broaden. AI should drive S&P margin improvement.

Featured Guest
Alkesh Shah, Head of U.S. Software Equity Research

Power demand growth should remain compelling, supply dynamics mean that the case for power and commodity price gains is less clear.

Featured Guest
Francisco Blanch, Head of Global Commodity Cross Asset and Equity Derivatives Research

A strong value proposition has led travelers to "re-find" Las Vegas. Cruise demand has also been bolstered by compelling value.

Featured Guests
Shaun C. Kelley, Senior Gaming, Lodging & Leisure Analyst
Andrew Didora, Senior U.S. Airlines & Cruise Lines Analyst

Podcast Host: T.J.Thornton, Head of Global Product Marketing, BofA Global Research

Global Research Unlocked^TM is hosted by T.J.Thornton. As head of Global Product Marketing, T.J. is attuned to the key debates across global markets and the areas where Global Research has particularly differentiated views. Through the daily morning call, his publication of collaborative research reports, weekly Must Read Research, the Spotlight Series and via podcasts, T.J. helps to deliver these key messages to key constituencies, from institutional salespeople, to financial advisors to curious members of the general public. T.J. has 15 years of experience in running product marketing, having previously worked at Morgan Stanley and Jefferies.