Double Take By Newton

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. 

Tim Quast, founder and managing director of ModernIR, joins Double Take to shed light on the strategies employed by public company C-suites and their investor relations teams to communicate with markets that are increasingly dominated by passive strategies.

Dustin Garrow, managing principal at Nuclear Fuel Associates, joins Double Take to discuss the complexities of the uranium market, geopolitical influences, supply dynamics and the prospects of nuclear energy.

Eric Brock, CEO of Ondas Holdings, joins Double Take to explore how drones have become essential to the global economy and how they are integrated into industries like agriculture, public safety, energy and entertainment.

Kevin Collins, executive vice president of sports marketplace strategy at MAGNA Global, joins Double Take to discuss the evolving playing field of sports broadcasting rights, highlighting the growing influence of streaming platforms and the economic implications for leagues and advertisers.

Could investors hit the jackpot with virtual gambling? Jeff Ifrah, founder and general counsel for iDEA Growth, joins Double Take to discuss whether there will be a big payout for those willing to bet on this emerging industry or if regulatory challenges will make them fold.

Eric Zitzewitz, professor of economics at Dartmouth College, joins Double Take to discuss prediction markets during elections, focusing on their reliability and what insights investors can gather from them compared to traditional capital markets.

The AI revolution has intensified the demand for robust servers in data centers. Thierry Pellegrino, Global Head of Advanced Computing at Amazon Web Services, joins Double Take to immerse listeners into various data center cooling technologies, their benefits and future trends.

As global oil consumption reaches new record highs, Double Take welcomes Arjun Murti, an expert on energy markets, to barrel into the paradoxical state of the oil industry amid global energy transitions.

Bob Murphy, fisheries ecologist at Tetra Tech, Inc. joins Double Take for an in-depth discussion about microplastics, examining the dangers they present and exploring strategies to reduce their impact on human health and marine ecosystems.