Best Counterpoint Research Podcasts (2026)

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Our Year Ahead views – points and counterpoints 41:01

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13d ago41:01

41:01

Year ahead themes and where we could be wrong Earlier this month, BofA Global Research published a note with 10 of the key views outlined in 2026 macro Year Ahead reports. This podcast features seven strategists and economists discussing certain of those themes and offering the primary risks to the views that they foresee. We start with our view on…

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Gabriel Laufer, ed. and trans., A Voice from the Lost Town of Trochenbrod: A Translation of Yisrael Beider’s Poems, Essays and Letters. Gabriel Laufer, Andrew Cassel and Ellen Cassedy, trans. Newton ... 1:04:45

5h ago1:04:45

1:04:45

Send us a text The obliteration of Trochenbrod, the sole Jewish town outside of Israel, stands as a largely neglected tragedy of the Holocaust. This book gathers a remarkable array of poems, essays, and letters penned by Yisrael Beider, a native of Trochenbrod and a descendant of a long line of rabbis that can be traced back to the "Maharal of Prag…

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Laszlo Borhi, Survival Under Dictatorships: Life and Death in Nazi and Communist Regimes. Budapest, Hungary: Central European University Press, 2024. 1:41:49

4d ago1:41:49

1:41:49

Send us a text This book--*Survival Under Dictatorships: Life and Death in Nazi and Communist Regimes*--presents a complex view of how people responded to government abuse of power during three horrific events in East-Central Europe's past. These events unfolded over roughly a decade: first, the deportation and murder of Hungarian Jews in Nazi conc…

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Technicals for 2026 16:22

5d ago16:22

16:22

Please join Ralf Preusser in conversation with Paul Ciana. Paul will talk through his views for 2026 across rates, FX, commodities and equities. Paul will also outline how to use technical analysis and leverage multiple indicators, methodologies, tools, sentiment, and positioning to come up with his high conviction views. You may also enjoy listeni…

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Susanne Paola Antonetta, The Devil’s Castle: Nazi Eugenics, Euthanasia, and How Psychiatry’s Troubled History Reverberates Today. Los Angeles and San Francisco, California: Counterpoint Press, 2025. 59:08

9d ago59:08

59:08

Send us a text In this work, Susanne Paola Antonetta explores the overlooked history of eugenics and its ties to contemporary mental health practices and politics in the United States, illustrating how we can leverage our past to inspire change. In 1939, the eugenics movement, which was gaining momentum across the West, reached its most horrific pe…

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Central Bank Bonanza 18:49

19d ago18:49

18:49

Ralf Preusser is joined in discussion by Adarsh Sinha and Mark Cabana. We will review the outlook for US rates and the US dollar after this week's FOMC meeting. We also analyse the motivation and implications behind the Fed’s new Reserve Management Purchases. Finally, we will also discuss the dramatic repricing of the policy outlook for the RBA, pr…

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No sunset for solar in powering data centers 24:54

20d ago24:54

24:54

Solar, Storage, and Nuclear: The Next Clean Tech Wave Surging AI demand is creating volatility and speed-to-power challenges, while grid delays push onsite generation forward. Our Clean Tech Symposium highlighted a major shift in data center power strategies, with the percentage of facilities using onsite gas potentially doubling in the short term.…

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Robert Sommer, The Concentration Camp Brothel: Forced Sexual Labor Under Nazi Rule. Dominic Bonfiglio, trans. New York: Fordham University Press, 2025 1:28:41

17d ago1:28:41

1:28:41

Send us a text In his seminal work, The Concentration Camp Brothel: Forced Sexual Labor Under Nazi Rule, Robert Sommer reveals the hidden atrocities of sexual forced labor within the SS camp system, a subject that has been largely neglected and seldom addressed in Holocaust discussions. Through his comprehensive research involving over seventy arch…

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Year ahead in global inflation markets 17:00

23d ago17:00

17:00

Mark Capleton (Global Head of Inflation Linked Strategy) and Meghan Swiber (Senior US Rates Strategist) join for a discussion on what to expect for inflation markets next year. In the US, we see value in real yield with inflation is still above Fed target and cuts expected. Cross market, we think the spread between Euro and US inflation priced too …

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Ep 85: Women Mystics in Art w/ Jennifer Coates (Part 2) 59:42

19d ago59:42

59:42

We're back for Part 2! Artist, Jennifer Coates joins me again to discuss 2 modern-day women mystic artists: Cornish Visionary, Ithell Colquhoun and Desert Transcendentalist, Agnes Pelton. Ithell Colquhoun links and mentions: "Papers of Ithell Colquhoun (1906-1988)" archive at Tate Modern The Living Stones: Cornwall book by Ithell Colquhoun "The Man…

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Spiffy new bag for some, shaggy couch for others – latest wage and spend trends 19:39

1M ago19:39

19:39

Overall spending remains resilient, lux. spend rebounding David Tinsley, Senior Economist at the Bank of America Institute (not part of BofA Global Research) joins to discuss the latest Institute employment and spend data. The Institute data suggests payroll growth held steady in Sep and Oct, though it has clearly slowed since early 2025. David off…

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US labor market edition 17:23

1M ago17:23

17:23

The longest ever US government shutdown has ended after 43 days. The reopening sees the resumption of US data releases, with the September labor market report released on Thursday. We review what we have learnt from the report, as well as the claims data that is also now being published. We discuss what this means for the US rates market and the US…

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Paging Doctor Disruption. . . AI attending over healthcare transformation 25:43

1M ago25:43

25:43

Healthcare's need for efficiencies clear, finally happening AI has held promise within the healthcare industry for a few years, but Alec Stranahan suggests that the rate and breadth of AI adoption across the industry is growing at a faster pace than ever before. As users of the U.S. healthcare system can attest, there are many inefficiencies and we…

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Efforts to make rare earths less rare domestically bulldoze ahead 20:46

1M ago20:46

20:46

Investments from the US gov't make this time different The recent US-China agreement may secure short-term access for rare earth elements, but it doesn't alter the strategic need for domestic supply chains. Lawson and Michael highlight the complexity, cost, and time required to build out mining, midstream, and magnet-making capacity, highlighting t…

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UK budget 16:26

1M ago16:26

16:26

The budget is the main event risk for the UK market. We discuss what we expect Chancellor Reeves to deliver, what this means for the Bank of England, Gilt issuance, rate markets and the currency. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday fina…

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Ep 84: Women Mystics in Art w/ Jennifer Coates (Part 1) 1:15:00

2M ago1:15:00

1:15:00

In this episode, Jennifer Coates returns to help me explore the spookily wonderful topic of Women Mystics and their connection to art and artists. In Part 1, we cover mystics from the Pythia of Ancient Greece to ecstatic visionaries like Hildegard von Bingen of the late Medieval era. P.S.: Keep an eye out for Part 2 where we dip into our fave 20th-…

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IEEPA and Refunding 17:04

2M ago17:04

17:04

Tariffs imposed under the International Emergency and Economic Powers Act (IEEPA) account for about 9.5pp of our estimated 14.7pp effective tariff rate after the reduction in fentanyl tariffs on China. Therefore, the Supreme Court's decision could have important implications for activity, inflation, deficits, debt, interest rates, and the dollar. W…

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FOMC, ECB Meeting Takeaways 17:45

2M ago17:45

17:45

We discuss the FOMC rate and QT decisions. US front-end rates now look much more fairly priced. QT decision disappointed us and we remain concerned about US funding markets. ECB meeting was a non-event, but Euro Area data surprises on both activity and inflation mean that the hawks will likely retain the narrative into the December meeting. We outl…

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Reconciling stingy labor markets and generous spend 16:45

2M ago16:45

16:45

Years of equity gains has wealth effect bolstering spend Aggregate consumer data remains solid despite signs of a slowdown in labor markets. Declining labor supply accounts for some of the labor weakness but other metrics, including the ratio of job vacancies to unemployment, suggest softness in demand as well. We examine why consumption has held u…

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Ep 83: Some Thoughts on Drawing (Part 3) 1:30:33

2M ago1:30:33

1:30:33

Artists, Jennifer Coates, David Humphrey and Catherine Haggarty and are back for Part 3 of our series on Drawing. This time we switched things up and each artist brought both an artwork from art history and a related work of their own to discuss. Get ready to hear some vivid "ekphrasis" on our drawing picks (new vocab word unlocked-thanks, David!).…

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Yellow gold faces flashing amber; black gold eventually sees green 23:03

2M ago23:03

23:03

Electrification requires copper but supply picture is dim The outlook for oil prices is bearish in the near term owing to excess supply, but beyond that, prices should firm as supply growth slows. Between geopolitics, economic growth and the dollar, there are plausible scenarios for both higher and lower oil, which Francisco discusses in some detai…

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APAC markets; AI not yet boosting profits today, helps structural case tomorrow 21:03

3M ago21:03

21:03

Takeaways from our inaugural APAC Conference BofA Global Research hosted its inaugural APAC Conference earlier this month. Timing was opportune. The Chinese CSI 300 Equity Index has outperformed the S&P year-to-date, following years in which the opposite was true and that's helped to pique investor interest. Over 1,200 investors and 300 corporates …

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Stablecoins progressing but at the speed of a mailed-in check 13:59

4M ago13:59

13:59

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 on developments and potential bank offerings. Ebrahim joins the podcast to talk about regulatory prog…

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Ep 82: Dare to Be Stupid in the Studio 17:30

4M ago17:30

17:30

This is an episode about how acting on dumb ideas in the studio can be just the thing to get you out of artist's block or help you make a big change. Get ready for some choice bon mots from the likes of Weird Al Yankovic, Laurie Anderson, William Kentridge and others on the sage subject of being open to studio stupidity. Mentions: Weird Al Yankovic…

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Managed care suffering but eventual recovery likely 28:31

4M ago28:31

28:31

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 medical loss ratios (MLR) is temporary or something that will last and prevent these companies from r…

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Ep 81: How to Survive a Residency Rejection (*explicit) 8:51

5M ago8:51

8:51

*Disclaimer: This episode is meant to be funny and Amy would love to attend any of the aforementioned residencies. Please accept her if you find yourself on a panel. End disclaimer.* Just got rejected from an artists' residency? Well, this is the mini-episode for you because I am going to let you in on a little technique I use to feel better. There…

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Ep 89: El Greco and the Whale 20:06

7M ago20:06

20:06

This is a little episode about how I think a one-of-a-kind whale is kind of like the 16th -17th century Mannerist artist El Greco, and also like us. It sounds a little far fetched but admit it, you like me when I’m weird, you weirdo’s El Greco: Artworks mentioned: “The Vision of St John” 1608-14 and "View of Toledo" 1599-1600 (El Greco), “Les Desmo…

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Ep 88: Resilience Through Research (Pt5) w/ Jennifer Coates 1:40:43

7M ago1:40:43

1:40:43

::CW: during the Kathe Kollwitz section, we discuss a print dealing with sexual assault:: Jennifer and I are back with our bushel baskets of researched artists of the past to soothe our shattered nerves. Tune in to hear about 6 artists that made exceptional work under strained circumstances: Käthe Kollwitz, John of Arderne - medieval surgeon and ma…

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Ep 87: CounterPointe Report w/ Elisabeth Condon & Jennifer Coates 1:23:20

9M ago1:23:20

1:23:20

Today's episode is a special conversation and recap of Elisabeth Condon and my experiences collaborating as visual artists in the ballet project CounterPointe (now in its 12th year) produced by Norte Maar and staged at the Mark O'Donnell Theater (Brooklyn) in March 2025. Jennifer Coates kindly came on to ask us questions about making props and what…

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Ep 86: The Source Channeler & The Market Child 25:39

10M ago25:39

25:39

In this audio essay, I roam from post-war France to the abstract expressionists to the artists of the East Village and even to outer space to consider times in art history when art was forced to bloom in the dark. These under-the-radar moments yielded deeply experimental work, and I wonder how we might channel some of that spirit in our own time. A…

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Ep 85: Meret Oppenheim's Titles 11:25

10M ago11:25

11:25

I'm offering for you here a new mini ep about what I've been thinking about lately: the wackiness of Meret Oppenheim's titles - and how they expand the mystery of her images rather than explain them. I recently snagged the catalog from the Moma retrospective show from last year and highly recommend it if you don't have it yet. It's full of lovely c…

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Ep 84: "Lifeline: Clifford Still" Film Review (Part 2) w/ Mandolyn Wilson Rosen 1:15:10

11M ago1:15:10

1:15:10

This is Part 2 of Mandolyn Wilson Rosen and my review of "Lifeline: Clyfford Still" 2019 directed by Dennis Scholl. It's a juicy art bio tell-all with a crusty curmudgeon as its talented but embittered subject. Don't forget to listen to Part 1 too! Find the film on Amazon ($2.99 SD) or for free on ⁠Kanopy⁠ Find Mandolyn online at: ⁠https://mandolyn…

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Ep 83: "Lifeline: Clyfford Still" Film Review (Part 1) w/ Mandolyn Wilson Rosen 1:03:58

12M ago1:03:58

1:03:58

Mandolyn Wilson Rosen is back on the podcast! This time, instead of a book we are talking about an artist documentary. The film is called "Lifeline: Clyfford Still" 2019 directed by Dennis Scholl. It's a juicy art bio tell-all with a crusty curmudgeon as its talented but embittered subject. Come along with us as we enter a turbulently Still world. …

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Ep 82: Resilience Through Research (Pt 4) w/ Jennifer Coates 1:29:07

12M ago1:29:07

1:29:07

Jennifer Coates is back with me this week to cohost Part 4 of our series about researching our way to feeling better as artists. This time we go all the way back to 1306 to the Mongol empire and then zoom forward to the 1970's in the USSR and with a few more stops in between. We studied hard (and maybe got C minuses) but we ended up feeling inspire…

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Ep 81: Elisabeth Condon Describes a Christina Ramberg Retrospective 1:24:59

1y ago1:24:59

1:24:59

Welcome back, Elisabeth! This time I am very excited to be speaking to Artist, Elisabeth Condon, about one of my favorite Chicago Imagists: Christina Ramberg. The Art Institute of Chicago recently mounted a retrospective of Ramberg's work and Elisabeth travelled to see the show this past summer. She spent time telling me about her favorite works, b…

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Ep 80: Resilience Through Research (Pt 3) w/ Jennifer Coates 52:12

1y ago52:12

52:12

Artist, Jennifer Coates is back for Part 3 in our series about finding artistic resilience through research! This time we look at these artists and how they adapted to their own gloomy times of foreboding: Kay Sage: Found a way to paint even though she was a victim of domestic violence and ignored by the art world, and used her money to help Surrea…

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Ep 79: Resilience through Research (Pt 2) w/ Jennifer Coates 1:01:47

1y ago1:01:47

1:01:47

Visit glögg glögg, a POP up ART sale, Dec 13-14 in Woodstock NY: website or IG --------------- What can an artist do during times of political unrest and instability? In this episode (Part 2 of our series), we aim to find out. Jennifer Coates joins me again to share some stories from the past of how artists coped throughout history, because somehow…

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How Aptiv is Driving Innovation in Software-Defined Vehicle Era 46:16

1y ago46:16

46:16

Software-defined vehicles (SDVs) are increasingly playing a crucial role in automakers’ product evolution. From consolidating hardware to providing regular software updates and the necessary compute power for future applications such as autonomous driving and digital cockpits, the SDV will become a defining enabler. In this latest episode of ‘The C…

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Ep 78: Resilience through Research (Pt 1) w/ Jennifer Coates 1:03:57

1y ago1:03:57

1:03:57

Jennifer Coates, friend of the pod, is back to help me consider a new way forward (artwise) after the destabilizing event of the US election. She, herself, is finding comfort in the long history of rocks, geology and the cosmos, while I find myself turning to a book about how Matisse and his daughter, Marguerite, both reacted to the trauma of WWII …

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Bonus Ep: The Canopy Program with Catherine Haggarty 35:53

1y ago35:53

35:53

This bonus episode is a promotion for NYC Crit Club's "The Canopy Program" 2025, a year-long mentorship community for artists. Founder and artist, Catherine Haggarty, stopped by the pod to tell me more about what the program offers, who it's for, and which artists she has on deck to lead the cohorts next year. Applications for The Canopy Program ar…

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Banyan.eco's Unique AI Solutions Revolutionising Electronics ESG Reporting 17:33

1y ago17:33

17:33

The European regulatory landscape is changing, and a key focus is on sustainability. As part of this, the EU's Corporate Sustainability Reporting Directive (CSRD) requires companies to publish regular reports and how their activities impact the environment. Larger companies are already doing this, but from 1st January 2026, smaller companies will a…

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Ep 77: Interview w/ Artist, Kristen Mills 1:37:25

1y ago1:37:25

1:37:25

I'm back in the interview seat with Kristen Mills, an artist working in video, sculpture and installation. We discussed her latest show at Turley Gallery where she covered an entire room with cardboard and made it into a spaceship cockpit. Her video work features clones of herself, multiplied, and combines humor and old school editing techniques to…

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Ep 76: Feeling Witchy 6:16

1y ago6:16

6:16

Dear Listeners, it's spooky season. In that spirit, I offer you this mini episode about taking a mini break from the career grind. Why not instead light a spell candle while getting clear on what we really want? Shelve the "should's" for a bit and get witchy with me. The ending "Goodbye!" (with cacophonous lighting zaps) is Bette Midler from the mo…

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Ep 75: Burchfield's Constant Leaf 7:51

1y ago7:51

7:51

Charles Burchfield (Chas to his friends) once noted how an oak leaf had fluttered down and stuck upright in the snow in his neighbors yard, like a flag, for the entire winter. It weathered many Buffalo "gales" and storms and thereafter Burchfield used it as a personal symbol of steadfastness. In fact its alternate title is "Steadfast Leaf." The pai…

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Ep 74: William Shatner in Space (The Overview Effect) 24:47

1+ y ago24:47

24:47

Today I'm taking us on a space, art and space-art journey. Because, I've been thinking about how when William Shatner recently went up to space in Bezos' rocket, he saw in real life what he had always pretended to see on TV: space and the final frontier. But to his shock and horror, he...sort of hated it: At least he hated the outer space view. He …

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Ep 73: Some Thoughts on Drawing (Part 2) 55:31

1+ y ago55:31

55:31

We're back! This is the second part of our deep dive on drawing. I asked my artist-guests: Jennifer Coates, David Humphrey and Catherine Haggarty to bring along a fave drawing from art history to share and describe what "drew" them to it (please forgive the pun). It was so fun to see what they selected. See images of all of the works on IG @peptalk…

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Ep 72: Some Thoughts on Drawing (Part 1) 1:05:25

1+ y ago1:05:25

1:05:25

Join me and my guests: Jennifer Coates, David Humphrey and Catherine Haggarty as we discuss the topic of Drawing this week. This discussion was broken up into 2 parts, so keep an eye out for Part 2 coming soon. In Part 1, we discuss the drawing state of mind, drawing as a form of safety, as a tie to our primitive origins, and as a way to express th…

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Ep 71: How Often Do You Think About the Fall of the Roman Empire? 7:43

1+ y ago7:43

7:43

...or the future of our own cultural output? Dear Listener, please enjoy this space-y, star-filled Mini Pep about the infinite freedom that comes from making digital doodles. My Threads App artists doodle harvest can be found here: https://www.threads.net/@talluts/post/CucE58OLSwU/?igshid=MzRlODBiNWFlZA== Artists mentioned: Sharon Butler (see all o…

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Ep 70: When in Doubt - Delulu is the Solulu 11:02

1+ y ago11:02

11:02

This episode is based on an internet slang mantra which translates to "Delusion is the Solution." Find out why healthy artists rely heavily on healthy self-delusion to self-motivate. Like Comedian, Nina Oyama, says, one must create a "self deception turducken" to persevere in a creative pursuit. I also threw in Lady Gaga, David Shrigley and even Sa…

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Discussing AI and the Future of IoT Connectivity with Soracom 21:15

1+ y ago21:15

21:15

IoT connectivity is starting to play a crucial role in connecting devices to the internet. From remotely controlling smart home appliances and devices like smart meters to even monitoring industrial machines, IoT applications are proliferating. With the stellar rise of AI, edge computing is enabling even faster decision making. In this latest episo…