Best Bofa Podcasts (2024)

1
Software’s AI Opportunity Is Still Ahead 14:23

32m ago14:23

14:23

AI: Hardware Today, Software Tomorrow Corporate investments in AI have had significant impact on the financials of certain semiconductor and server companies, but while software providers stand to benefit from AI investments too, the technology hasn't yet shown up in the profits of these companies in a meaningful way. Alkesh Shah draws parallels be…

1
Pandemic debt maturities, higher rates make for busy convertible bond issuance 16:03

34m ago16:03

16:03

Higher rates broadening the converts issuance market Convertible bonds (CBs) can offer equity-like returns with downside protection thanks to the coupon and the ability to redeem most CBs at par. Thus far in 2024, CB issuance has been active, well ahead of levels seen the last few years. Michael discusses the reasons for such an active issuance yea…

1
S&P earnings growth to bloom and broaden in 2024 18:10

7d ago18:10

18:10

Earnings improvement is still fairly nascent In 2023, we saw an earnings recession, at least in the first half of the year, despite GDP growth that was ahead of trend. Back then, companies were adapting to higher rates, weaker demand and climbing costs, which weighed on earnings. Ohsung Kwon expects earnings growth to look much better in 2024. This…

1
Answering New Patient Phone Calls for Dental Start Up - Reach 3rd Party Call Services Explains All 42:41

10d ago42:41

42:41

Cory Pinegar founder of Reach, a groundbreaking dental start up service that helps dental practices increase patient engagement and revenue. In 2016, at the age of 22, Cory purchased the company—then named Recall Solutions—from software giant Weave for just one dollar. Since then, COry has grown Reach to a workforce of close to 300 employees. Reach…

1
Sticky inflation and strong labor market don’t imply acceleration of US economy 17:05

15d ago17:05

17:05

Data trends are approaching Fed threshold for rate cuts The latest economic data releases this year suggest the labor market remains strong but is cooling and the consumer is resilient in the face of sticky inflation, especially on the services side of the economy. Michael Gapen says the rebound in the labor force, labor participation and net migra…

1
Wheels make the economy go ‘round; transports and the case for rails 22:12

21d ago22:12

22:12

Transports would ride the cycle but modes matter Transport metrics had been in an extended downturn for around 18 months. Demand was depressed, inventory levels were high and end demand for goods had faded from COVID highs. But more recently there are signs of stabilization in some of the data tracked by BofA Global Research, partly because truckin…

1
Geopolitical calm would help, until then Europe tied to cyclical shifts 7:09

24d ago7:09

7:09

A number of things can go right for Europe Earlier this month, BofA Securities hosted a Global Investor Summit in Rome, Italy. In attendance were corporate executives, prominent investors, policy experts, members of BofA management and several BofA Global Research strategists. Topics ranged from private capital to understanding central banks to the…

1
Rate hikes mostly kept these markets from emerging, but shifting cycle helps EM 20:23

1M ago20:23

20:23

Global growth matters for Emerging Markets At the start of the year, markets were pricing in three rate cuts by June and now, the likelihood of one cut by June is close to 50/50 based on market implied probabilities. But while delayed rate cuts complicate the bull case for Emerging Markets (EM), David Hauner does point out that expectations for cut…

1
ESG is evolving, but not going away; new EU rules to have broad impact 23:23

1M ago23:23

23:23

ESG topics still impacting stocks and there's more to come US ESG funds faced a challenging 2023, seeing net outflows of around $7.1 billion, but strong markets meant that assets under management grew strongly. In the US, ESG regulations have historically been market driven, unlike the specific directives in the EU, but more recently the regulatory…

1
Slowing the shrink; the impact and impetus behind a QT moderation 22:08

2M ago22:08

22:08

Rate policy isn't the only big Fed change likely for '24 Since emerging from the COVID pandemic, the Fed has contracted the size of its balance sheet, also known as Quantitative Tightening (QT). They've done this by allowing their Treasury holdings to mature without reinvesting the proceeds. This has placed upward pressure on yields, all else equal…

1
Construction and Working w/ a Contractor on Your Dental Practice Start Up w/ guest Steve Anderson 32:12

2M ago32:12

32:12

Steve Anderson literally wrote the book on how to build a dental practice. He has been doing this a long time with over 1,000 dental offices built. Denco Dental Construction works out of Arizona and has an impeccable reputation in the industry. Michael Dinsio and Steve talk about the cost of doing a dental start up. We want you to know where the mo…

1
Merger Monday not yet ready to take over but expect M&A headlines in certain areas 19:18

2M ago19:18

19:18

M&A activity should increase but not everywhere M&A (Mergers & Acquisition) activity had fallen to well-below the 10Y average over the last 2 years. There are various reasons for this slowdown, including higher rates and negative corporate sentiment. But between equity markets faring well over the last year and interest rates off highs, there are s…

1
Merchant Services Agreements | Credit Card Processing Rates w/ Alex Sadusky 43:43

2M ago43:43

43:43

Michael Dinsio and Alex Sadusky Decode Credit Card Processing. There are a lot of bad actors in this space. You may have to listen to this episode a couple of times to wrap your head around it. Or just call and talk with Alex. You can see he is passionate and wants to help doctors like you save money. Alex will tell you it doesn't have to be so com…

1
Upward sloping natural gas price curve means gas equities likely to climb higher 26:18

3M ago26:18

26:18

The dynamics of the US gas market about to change US oil production grew roughly 1mm barrels per day in 2023 and while US production growth may be slowing, it's growing elsewhere including in Guyana and Brazil. Such growth outside of Saudi threatens their market share, and that could mean even more supply as Saudi looks to take that share back. Tha…

1
Hiring an Architect - For Your Dental Start Up w/ JOE ARCHITECT 45:42

3M ago45:42

45:42

We had a conversation with Eric White, a project manager at Joe Architect. He has been associated with the company since 2011. Eric and Michael discussed the advantages of hiring an architect for a project. They mainly focused on how an architect can help keep the project's schedule on track, obtain permits, avoid change orders, and ensure that the…

1
Dental Practice Start Up - Lease Negotiations w/ Cohen Property Law Group 49:08

3M ago49:08

49:08

David Cohen, Esq and Liam Krahe, Esq. - Cohen Property Law Group Please Join the Practice Transitions Revolution Community! https://www.facebook.com/groups/3371670526222413 In this episode, David, Liam, and Michael discuss important factors such as Lease Agreements, Due Diligence, and Terms of an LOI that you need to be aware of when seeking legal …

1
Next episode of the growth narrative for streaming video companies 18:01

3M ago18:01

18:01

Bundling, targeted ads among streaming growth drivers Streaming video choices have ballooned over the last decade and leading streamers are already reaching well over half of US households. But there are still a number of compelling growth drivers. The crackdown on password sharing is underway and can boost subscribers, so can bunding deals, such a…

1
How Real Estate Works w/ COLIN CARR - CARR Healthcare Real Estate: Finding a Space In Today's Market 40:07

4M ago40:07

40:07

This episode is so good. Colin shares his experience of years seeing deals and knowing how the real estate game works. It was such a pleasure learning from him and talking about how to attack the market as a start up dentist. One main point in this episode is, if you got knowledgeable partners helping you through this process, you can't miss. You m…

1
Our Outlook for 2024: Breadth in Rate Cuts and Markets 38:27

4M ago38:27

38:27

Investors face a much different backdrop in 2024 Our Economics and Strategy teams expect central banks in developed economies to start cutting rates in '24, inflation to slow further and the dollar to weaken. But questions persist, ranging from which emerging economies may perform best amidst the weakening dollar backdrop, whether 10Y Treasury rate…

1
Starting Up a Dental Practice from Scratch Using Automatization w/ special guest Camille Kinne 42:28

5M ago42:28

42:28

You can probably tell very quickly how big or a fan we are of Dental Intel if you've been listening to our shows. We had dental intelligence on before with Zach McKinney check that episode out. This time we are talk about Dental Intel's latest and greatest integrations using Modento. Camille Kinne is a product specialist and talks to Michael Dinsio…

1
Filtration: Enabling 'Fast' in FMCG 17:48

5M ago17:48

17:48

In episode 13, 'Filtration: Enabling 'Fast' in FMCG', we're joined by Josh Evans, Applications Engineer at BOFA with specialist knowledge of laser-generated emissions. Josh helps to explain the vital role that fume extraction plays in keeping FMCG production lines moving.By BOFA - A Donaldson Company

1
Banking & Getting Lending for A Dental Start Up w/ Special Guest Matt Muller, VP Dental Fiance, BofA 44:39

5M ago44:39

44:39

Michael Dinsio, Start Up Coach, founder of Next Level Consultants was banker 🏦 and knows how to get a doctor a loan. But TODAY!!!!! WE brought IN STUDIO 🎤 Matt Muller, VP Dental Finance from Bank of America to talk about how to get a LOAN. Matt & Mike put on their RADIO 📻 voice and they go through all the essential pieces of what you need to know b…

1
GLP-1s may save healthcare billions but could cost companies growth and revenues 21:47

6M ago21:47

21:47

GLP-1 impact should be big but lots of puts and takes Almost 40% of US adults are obese and the US healthcare system spends nearly $173 billion a year on obesity-related medical costs. In the past, exercise and diet regiments were the best solutions for combating obesity but now there's an injectable called a GLP-1. These drugs trigger receptors in…

1
All Things Social Media - Interview w/ "My Social Practice" - Blake Hadley & Adrian Lefler 46:38

5M ago46:38

46:38

Michael Dinsio, MBA, Co-Founder of Next Level Consultants had a really awesome conversation about startup dentists using social media as a way to get started right away in promoting their new practice. Blake Hadley and Adrian Lefler gave us some really great TIPS & TRICKS when it comes to doing this stuff. They have a really great service that help…

1
I Flip-Flop on Cannabis Banking + Great Bank Bonus Deals Out There 48:59

6M ago48:59

48:59

I very rarely am anti-customer as you can tell by my content, but a local El Paso TV report about how over 100 cannabis dispensaries have NOT paid their State of NM taxes last year, has made me change my mind on allowing them to bank. Taxing pot has long been a talking point for pro-cannabis folks in their fight to legalize pot. While I am pro-lega…

1
Filtration: an enabler for rapid 3D print expansion 18:37

6M ago18:37

18:37

Nigel Bedford, Technical Development Manager at BOFA. guides us through the evolving world of 3D printing and additive manufacturing and explains how BOFA keeps pace with the new materials being used.By BOFA - A Donaldson Company

1
Why Get A Demographics Study for A Dental Start Up? 43:11

6M ago43:11

43:11

Dentagraphics is Kent Miller & Kevin Klingshern and they are the Dental Demographics EXPERTS. Michael Dinsio co-founder and business coach at Next Level Consultants uses their services all the time when helping docs get into ownership. In this episode these guys talk about what their reports offer, how to use demographics report, density rations, c…

1
Goldman Sachs Wants Nothing To Do With You Scrubs and Your Apple Cards + Book Announcement! 51:58

6M ago51:58

51:58

According to an article in the WSJ and Gizmodo, Goldman Sachs, the humongous Mega-Bank, wants out of the Apple Card and Apple Savings business. Facing tough earnings this week, a lot of people who are familiar with GS expect them to try to offload them to another bank, likely AmEx. In this podcast, I will talk about how I predicted that Apple Card …

1
Starting Up & How She Did It! Michael Dinsio Talks w/ Cloe Mirick Owner of Rooted Dentistry 28:40

7M ago28:40

28:40

Cloe Mirick Crushed Owner of Rooted Dentistry the Dental Practice Start Up. We Interviewed her to get some insight into how that process was for her, and shine some light on the owner's perspective. She recently went through the entire process and talks with Michael Dinsio founder of Next Level Consultants about what that was like. The challenges. …

1
MyPillow Guy Gets Credit Line Cut At AmEx: Why It Is Banks Being Banks and NOT Political + BofA Pay Raise Evergreen Segment 47:28

7M ago47:28

47:28

Mike Lindell, the loud, creepy guy who owns MyPillow and is known for his 2020 Election crusade or misadventures, wherever you come from, had his AmEX credit line slashed from $1 Million to $100,000. He cites politics as the reason American Express did it. As I have mentioned in many podcasts before, it's NEVER about politics, because banks want to…

1
The need for filtration in the print industry 10:58

7M ago10:58

10:58

In this episode, The need for filtration in the print industry, we're joined by Geoff Hamilton, International Sales Manager, and Dawn Hartung, Strategic Account Manager at BOFA. Both of whom have a wealth of experience in the print industry. Throughout this episode, we explore the latest innovations in the print industry and discuss the need for fi…

1
Creating Your VISION for a dental start up - David Rice, DDS, Founder Ignite DDS & Michael Dinsio 40:25

7M ago40:25

40:25

In this Episode we discuss How VISION is the precursor to EVERYTHING and DRIVES you and your TEAM as you are starting up a dental practice. We talk a lot about finding people that can help you support your VISION and we discuss that if you aren't crystal clear, HOW ARE YOU going to be able to communicate to others and steer the ship? 💁🏼 We also tal…

1
How a Sign About Staffing Issues At a Local Starbucks Changed My Perception of Management 41:25

8M ago41:25

41:25

Trying something different today. I am doing a podcast about something I would do a column on. The Starbucks near my house, inside a grocery store has not been open during the hours you would expect a coffee shop to be open lately. I am assuming it was staff going back to school and not being able to do morning shift. Last few times I have gone to …

1
The Business of Dying: How My Grandpa's Death Has Spawned 2 Auto-Related Customer Experiences 35:33

9M ago35:33

35:33

My grandpa passed on July 16th, and what I can help with, I have helped from afar in Las Cruces, NM, 150 miles away, with my mom handling the bulk of the issues. But she calls me out of the blue the other day and tells me that First Financial Credit Union who holds my grandpa's car note is demanding immediate payment without allowing his estate to …

1
Portable extraction: an enabler for electronics automation 20:37

9M ago20:37

20:37

In this episode, Portable extraction: an enabler for electronics automation, we're speaking with Graham Mattok, UK and Ireland Sales Manager, who has specialist knowledge of electronics industry automation. Graham explores how automation in electronics manufacturing is helping to enable the era of Internet of Things connectivity, from consumable ‘w…

1
Predicando Zamora 1937-2023 - Navigating the Business Side of Losing a Loved One - Banks and Funeral Homes 1:14:14

9M ago1:14:14

1:14:14

I lost my Grandpa Candy last Sunday. He was 85. While of course we prep for the end always, it is never easy when it gets here. In this podcast, I share a couple personal stories about the day he passed, and the day after, which saw some interesting things at a local bank in Socorro NM where my cousins work and the bank felt a little...off. Plus I …

1
Emergency Podcast: Bank of America Fined $250 Million for Stuff for Shady Things…Shocker. 30:56

10M ago30:56

30:56

Live from Fort Worth, a very truncated Emergency Podcast about Bank of America.Bank of America fined $200 Million by CFPB for unauthorized credit card accounts, double dipping fees, and so so much more. CFPB Article HereIn this podcast, I explain that most of this had to have been when I was still there (I left in 2018) because aside from allegedly…

1
How lasers drive productivity & brand value 15:55

10M ago15:55

15:55

In this episode, 'How lasers drive productivity & brand value' (15 min 56 sec), we're speaking with Geoff Sagar, Product Manager at BOFA with specialist knowledge of laser processes, particularly in packaging and traceability. Geoff breaks down the reasons why lasers have come to play such an important role in creating the markings and batch codes …

1
The BigBankification of Smaller Banks and Credit Unions + Consumer Beast: Panda Express 1:20:04

10M ago1:20:04

1:20:04

I am back from a hiatus! Thanks for everyone who asked me, "James... Where's your podcast?" Been busy and working through some writer's block issues, but I am here to talk about things I love...Like arguing about shitty customer service. First, we will talk about how a local CU near my house ripped out the Drive-Up mechanisms, installed full-servic…

1
Why is temperature a hot topic in 3D printing? 14:23

11M ago14:23

14:23

In this episode, we're speaking with Shravya Nahar, Product Manager at BOFA with specialist knowledge of additive manufacturing (AM) and extraction technology. Shravya discusses the important interaction between temperature control and fume and particle extraction in AM and how this need for extraction can be achieved while maintaining optimal cham…

1
Louisville Shooting Thoughts + I Turned 40 Today!!! 38:51

1y ago38:51

38:51

Hello All! Back from my book sabbatical to talk about 2 topics (While Under the Weather) I discuss my thoughts on the Louisville Bank Shooting and things that triggered me about how and when it happened, plus discussing how big bank policy would have never let that man in the door after getting rid of him. Plus, I talk about turning 40 years old to…

1
HIPAA Compliance for Dental Start Ups, Office Safe ™️ protect client data and doctors from disasters 28:27

1y ago28:27

28:27

Danielle Mckinley the "HIPAA Chick" was on our show to discuss the BIGEST mistakes and pitfalls new doctors run into when getting their practice set up. The 3 BIGGEST challenges are #1. Audits #2. Investigations and Whistle Blowers #3. Ransomware & Hacking This Episode informs you on how to protect yourself, and of course Unscripted Style we bust o…

1
Ink, filtration & sustainable print innovation 15:03

1y ago15:03

15:03

Dawn Hartung, Strategic Account Manager at BOFA Americas, is joined by Jay Roberts, Product Manager for UV Printers at leading print technology company Roland to discuss some of the innovations that are helping to contribute to a more sustainable future in printing.By BOFA International Ltd

1
Additive manufacturing vs. 3D printing - what's the difference? 10:38

1y ago10:38

10:38

Luke Ziolkowski, International Business Development Manager at BOFA, explains the differences between 3D printing and additive manufacturing. He dives into the challenges facing the 3D printing world and how BOFA technology is keeping pace with this fast-moving sector.By BOFA International Ltd

1
Silicon Valley Bank Fails - Feds Take Over Bank with $200 Billion in Assets 27:11

1y ago27:11

27:11

Crazy Breaking News: Silicon Valley Bank, a bank with hundreds of billions of assets, went into FDIC Receivership today, after a run on the bank starting yesterday, led by Peter Thiel and his VC Buddies. This left this bank reeling and the feds to come in midday (normally wait until end of business) and take over this bank. People's money will be a…

1
Starting Up An Orthodontic Practice - w/ Special guest Jill Allen 42:08

1y ago42:08

42:08

Jill Allen is a national orthodontic consultant with a passion for helping doctors bring their practice dreams to fruition. Jill and her team specialize in start-up practices and training doctors and team members who have been in business for eight years or less or eight years to retirement. Her goal is to give each team the tools to increase growt…

1
Bank of America's Role with the Washington Commanders Story + BofA Sued for Misrepresenting PPP Loan Guidelines 1:13:14

1y ago1:13:14

1:13:14

Back from a mini-sabbatical as I write my NMSU Basketball book to get it out ASAP. I discuss Bank of America's role in Don Van Natta's AWESOME story about the turmoil with the Washington Commanders team and the beef minority owners had with the main owner, Dan Snyder. At the center is a $55 Million Loan that Snyder took out with the NFL's backing w…

1
800mL - My Plasma Donation Saga 1:01:15

1y ago1:01:15

1:01:15

As a lot of you know, I have been on sabbatical from my podcast and social media availability because I'm currently writing a book about NMSU Men's Basketball and a couple other things. Plasma donations are part of my supplemental income, and I have become a huge advocate for the process since I started donating 20 years ago. Recently, changes in c…

1
Biden Seeks to Limit Credit Card Late Fees - Banks Have Lame Excuse Defending Them + Boy Band Member Posthumously Sued by Wells Fargo 43:10

1y ago43:10

43:10

First off. PLEASE SUBSCRIBE TO MY SUBSTACK. I talk Bad Banks, Unethical Businesses and more in a Hilarious Way. Free of Charge. Tons of content. The Biden Admin. has proposed capping CC Late Fees to $8 per missed payment from as much as $41. It is in an effort to reduce or eliminate "Junk Fees". Big banks and their lobbying arms claim that lowering…