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© 2026 Double Take By BNY Investments Newton
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Stay up to date on key topics influencing the world of investing. We pair industry experts with BNY Investments Newton’s investigative research professionals to discuss top-of-mind issues shaping the economic landscape. The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored and the views expressed are those of the presenters at the time of recording.
78 Episodes
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From hyperscale data centers to power grids and defense systems, copper underpins the AI buildout. Zachary Dolesky, CEO of Super Copper, joins Double Take to explain why the world can’t scale AI without the metal that powers everything.
Andrew McCalip, Head of Research and Development at Varda Space Industries, joins Double Take to explore an emerging idea that could redefine how and where AI infrastructure scales next: placing data centers in orbit.
Double Take hosts Rafe Lewis and Jack Encarnacao are joined by industry experts from the 2026 Consumer Electronics Show to explore how quantum computing can drive business outcomes, highlighting real breakthroughs, adoption timelines and where early investment opportunities may emerge.
Joshua Kreitzer, Founder & CEO at Channel Bakers, joins Double Take to explore the rise of agentic commerce and how autonomous shopping agents are transforming the retail ecosystem.
Anna Siefken, Director for Policy & Markets at the Long Duration Energy Storage Council, joins Double Take to unpack how long duration energy storage can turn variable renewables into reliable baseload power, unlock capacity and arbitrage revenues, and help the US power artificial intelligence growth reliably and affordably.
Chris Verrone, Head of Technical and Macro Research at Strategas, joins Double Take to unpack what investors should watch heading into 2026 — where consensus could break and how to position for the risks and opportunities.
David Shrier, Professor of Practice, AI & Innovation at Imperial Business School, joins Double Take to explore ‘sovereign AI’ – how countries are investing in, regulating, and competing for leadership in artificial intelligence – and what it means for investors.
After decades as the standard for creditworthiness and mortgage‐backed securities pricing, FICO faces new competition. Robert Zimmer, Director of External Affairs at Community Home Lenders of America, Inc., joins Double Take to answer the questions lenders and investors are asking about risk, pricing, and market stability in the mortgage lending industry.
Dating app popularity soared during the pandemic, but usage and growth have dropped sharply since. Drew Glicker, Head of Product at Imprint, joins Double Take to discuss whether AI could spark a comeback or if the industry is facing a long-term reset, and what this could mean for investors.
Luca Cosentino, Head of Product at Cross River, joins Double Take to unravel the complexities and decrypt the advantages of stablecoins, including how they are programming a new era of financial efficiency and unlocking the potential for real-time global transactions.
Joshua Odintz, Co-Chair of Holland & Knight's tax policy practice, joins Double Take to break down the tax provisions of the One Big Beautiful Bill Act and explain how this legislation impacts immediate expensing and reshoring incentives at US companies.
Laura Taylor-Kale, Former Assistant Secretary of Defense for Industrial Policy, joins Double Take to dig into the strategic importance of rare earths, exploring their impact on national security and why they are considered the hidden gems of the tech world.
Double Take hosts Jack and Rafe are joined by industry experts to discuss insights from the Supply Chain USA conference in Chicago, detailing the challenges and adaptations in supply-chain management amid the integration of artificial intelligence and shifts in US trade policy.
Eric Seufert, general partner Heracles Capital and proprietor of Mobile Dev Memo, joins Double Take for a deep dive on the evolution of the search market, focusing on the impact of AI and changing consumer behavior on major tech companies.
Christopher Savoia, head of ecosystem success – Americas at Universal Robots, joins Double Take to discuss the collaborative future of robots and AI technology, driving innovation and efficiency in various industries.
Pat Schena, economics professor at Tufts University, joins Double Take to provide a comprehensive overview of the proposed American Sovereign Wealth Fund, discussing its potential implications for investors, market stability and national economic strategy.
Double Take hosts Rafe Lewis and Jack Encarnacao are joined by industry experts to discuss insights from the Data Center World trade show in Washington, DC, focusing on the intersection of artificial intelligence (AI) and data center infrastructure.
Bruce Mehlman, an experienced Washington lobbyist, joins Double Take to discuss the complexities of corporate lobbying in the current political environment, including how businesses are navigating uncertainties and the implications for investors.
Kirsten Bartok Touw, a defense investor and thought leader, joins Double Take to dig into the trenches of US defense spending. She illuminates the need for faster innovation, more autonomous systems and incorporation of commercial technologies.
Joe Corrado, a veteran small-cap investor who recently retired from Newton Investment Management, joins Double Take to share his extensive insights on the evolution of small-cap investing and strategies for navigating current market challenges.
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