Double Take By BNY Investments Newton

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.

Paul Stimers, partner at Holland & Knight and founder of the Quantum Industry Coalition, joins Double Take to jump into the quantum advantage, cybersecurity implications and the future of this groundbreaking technology.

Richard Eisenbarth, President Emeritus of Cini-Little International, Inc., joins Double Take to stew over the increasing role of AI and automation in the food-service industry, marinating on how these technologies are transforming kitchen operations and impacting the industry.

Rebecca Christie, senior fellow at Bruegel, joins Double Take to discuss European market dynamics, navigating through economist Mario Draghi’s report on the future of European competitiveness.

Christopher Gardner, professor at Stanford University, and Richard Mattes, professor at Purdue University, join Double Take to set the table on ultra-processed foods (UPFs), digging into health implications, regulatory challenges and the role of UPFs in the American diet.

Matt Webb, head of cyber clients and strategy at Howden Re, joins Double Take to discuss the evolution and current state of cyber insurance, focusing on the impacts of ransomware, reputational harm and business interruption.