Double Take By BNY Investments Newton

Newton Investment Management North America LLC
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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.

  1. 2D AGO

    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.

    37 min

  2. 12/09/2025

    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.

    40 min

  3. 11/19/2025

    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.

    40 min

  4. 10/29/2025

    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.

    35 min

  5. 10/08/2025

    Could Dating Apps Swipe Right Again?

    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.

    23 min

  6. 09/24/2025

    Decoding Stablecoins

    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.

    41 min

  7. 09/03/2025

    One Big Beautiful Catalyst?

    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.

    32 min

  8. 08/13/2025

    Securing America’s Future: Rare Earths

    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.

    38 min
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4.9
out of 5
41 Ratings

About

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.

Information

  • Creator
    Newton Investment Management North America LLC
  • Years Active
    2019 - 2026
  • Episodes
    74
  • Rating
    Clean
  • Copyright
    © 2026 Double Take By BNY Investments Newton
  • Show Website
    Double Take By BNY Investments Newton

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