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Double Take By BNY Investments Newton

Double Take By BNY Investments Newton

Hosted by Newton Investment Management North America LLC

BusinessNewsInterviews guestsExplicit

Episodes

80

Latest episode

May 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent
May 13, 2026Episode 10440 min

Betting on the Future with Prediction Markets

Noah Zingler-Sternig, Founder and General Partner at 5c(c) Capital, joins Double Take to discuss how prediction markets are moving into institutional toolkits — delivering real-time signals, consensus forecasts and more direct ways to hedge event-driven risk.

April 15, 2026Episode 10323 min

Greenland: The New Frontier

Svend Hardenberg, Founder and Chairman of Greenland Invest, joins Double Take to explore why Greenland’s location, energy potential and infrastructure needs are drawing global attention, and what that could mean for investors.

March 18, 2026Episode 10228 min

Hot Copper

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.

February 25, 2026Episode 10145 min

The Data Center Space Race

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.

February 11, 2026Episode 10049 min

Quantum Computing Means Business

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.

January 27, 2026Episode 9950 min

Agentic AI: Your New Personal Shopper?

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.

January 14, 2026Episode 9837 min

Powering AI with Energy Storage

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.

December 9, 2025Episode 9739 min

New Year, New Consensus

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.

November 19, 2025Episode 9640 min

The Global AI Race

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.

October 29, 2025Episode 9535 min

To FICO or Not to FICO

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.

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