Double Take By Newton
Stay up to date on key topics influencing the world of investing. We pair industry experts with 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.
Episodes
60 episodes
Innovating US Defense
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....
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Season 1
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Episode 84
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26:52
Small Caps, Big Ideas
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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Season 1
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Episode 83
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40:32
The Quantum Leap
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.
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Season 1
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Episode 82
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26:50
The AI Kitchen
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 opera...
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Season 1
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Episode 81
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29:10
Draghi-ing Europe Forward
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.
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Season 1
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Episode 80
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24:15
Unpacking Ultra-processed Foods
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 o...
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Season 1
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Episode 79
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34:41
Insuring Cyber Risk
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.
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Season 1
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Episode 78
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40:57
Inside Investor Relations
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 passiv...
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Season 1
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Episode 77
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44:03
The Uranium Rush
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.
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Season 1
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Episode 76
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43:31
Will Drones Take Off?
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.
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Season 1
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Episode 75
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50:54
Tackling Sports Media Rights
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 eco...
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Season 1
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Episode 74
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49:47
The Online Gamble
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 ...
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Season 1
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Episode 73
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40:46
Predicting the Presidency
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 market...
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Season 1
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Episode 72
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21:57
Cooling Data Centers
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,...
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Season 1
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Episode 71
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39:04
Drilling into Oil
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.
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Season 1
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Episode 70
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37:33
The Breakdown on Microplastics
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.
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Season 1
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Episode 69
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24:26
Forever Chemicals, Forever Litigation?
Michael Blumenthal, Environmental Counsel at McGlinchey Stafford, joins Double Take to examine the potential danger of per- and polyfluoroalkyl substances (PFAS or “forever chemicals”) and the questions around legal liability for the companies ...
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Season 1
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Episode 68
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35:49
The Power of Waste
Dennis Fotinos, founder and CEO of Noventa Energy Partners, joins Double Take to discuss how one company is taking the plunge to turn wastewater into energy.
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Season 1
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Episode 67
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29:38
Undoing a Presidency
Steven Balla, associate professor of Political Science, Public Policy and Public Administration and International Affairs at George Washington University, joins Double Take to give a lesson in US regulatory policymaking and detail what areas of...
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Season 1
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Episode 66
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42:00
Keeping Up with Gen Z
MaryLeigh Bliss, chief content officer of YPulse, Inc., joins Double Take for a deep dive on all things Generation Z. We discuss this demographic’s unique values and how they affect its consumer choices.
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Season 1
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Episode 65
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35:05
It’s a Smaller World After All
Rob Wolcott, co-founder of TWIN Global, joins Double Take to discuss how advances in digital technology are pushing the production of goods and services closer to the moment of demand.
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Season 1
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Episode 64
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34:20
An AI Mindset
Ramses Alcaide, CEO of Neurable, joins Double Take to discuss how one company is leveraging artificial intelligence to create brain-computer interfaces in everyday technology, enabling users to track brain data and potentially boost health and ...
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Season 1
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Episode 63
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29:11
Bracing for EV Impact
Tony Cotto, director of auto and underwriting policy for National Association of Mutual Insurance Companies, joins Double Take to break down how automobile insurers are preparing for EV growth and accounting for rising repair costs.
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Season 1
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Episode 62
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39:07