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Joe Quinlan

Chief Market Strategist at Bank of America, providing portfolio and market positioning commentary; discusses earnings, AI, allocation and macro impacts for investors.

Top 3 podcasts with Joe Quinlan

Ranked by the Snipd community
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5 snips
Jan 23, 2026 • 3min

Single Best Idea with Tom Keene: Chris Whalen & Joe Quinlan

Joe Quinlan, a senior strategist at Bank of America/Merrill who maps 2026 investment themes. Chris Whalen, a real estate expert and founder of Whalen Global Advisors who analyzes housing and policy. They discuss using retirement ideas for homebuying and political limits on affordability. They explore broadening portfolios beyond big US tech into China, Europe, Korea, Japan, banks and defense, plus earnings season outlooks.
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Apr 7, 2026 • 30min

Trump Escalates Iran Threats Ahead of Hormuz Deadline

Rebecca Lissner, CFR senior fellow and former deputy national security adviser, on White House decision-making and Iran tactics. David Seif, Nomura chief economist, on global growth risks from prolonged Middle East conflict. Ellen Wald, Middle East energy expert, on Saudi moves and alternate oil routes. Joe Quinlan, BofA chief market strategist, on portfolio positioning, AI rotation and bond/cash strategies.
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Jan 23, 2026 • 32min

Rotation Trade & Fed Expectations

Monica Guerra, Morgan Stanley policy head, outlines defense-focused fiscal shifts under a second term. Kay Herr, JPMorgan CIO for fixed income, breaks down bond resilience, credit preferences and gold demand. Joe Quinlan, Merrill market strategist, covers sector rotation, retail buying and the bull market’s potential to run longer. Short, punchy takes on markets, policy and where investors are moving next.

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