Double Take By Mellon

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.

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 that manufacture and use them.

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.

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 existing regulation could change in the second term of either presidential candidate.

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.

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.

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 wellness.

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.

Jason Bottiglieri, general manager of SHL Telemedicine, and Nate Lacktman, chair of the telemedicine & digital health industry team at Foley & Lardner, join Double Take to discuss the digital evolution of the health-care industry and the benefits of telemedicine.

Jamieson Greer, partner at King & Spalding and former chief of staff to the Office of the US Trade Representative, joins Double Take to discuss the full extent of presidential power in trade policy, the potential for a universal baseline tariff and more. 

Adam Contos, former CEO of RE/MAX Holdings, joins Double Take to discuss how downward pressure on commissions could have a financial impact on the realtor community.

With the introduction of alternative currencies, a new front in the war on the dollar has emerged. Saleha Mohsin, author and senior Washington correspondent for Bloomberg News, joins Double Take to examine this potential shift in monetary power.

Daniel Sobelman, assistant professor at the Hebrew University of Jerusalem, and Ryan Bohl, Senior Middle East and North Africa analyst at RANE, join Double Take to discuss how attacks on Red Sea trade routes could impact the global supply chain.

Jack and Rafe interview Jeff Lacker, former president of the Federal Reserve Bank of Richmond, who pulls back the curtain on the Federal Reserve and how it adjusts its federal funds rate, a key driver of many investment decisions.

Once considered a delicacy, edible insects are jumping into the mainstream food system. Join Jack and Rafe as they get a taste of this chirping ingredient with Leo Taylor, CEO and Co-founder of Yum Bug.

In a time where the news industry is making headlines itself, Martin Baron, former executive editor of The Washington Post and author of Collision of Power, joins Double Take to shine a light on the current media environment.

Advances in underwater mining technology are making a splash in the energy sector. Walter Sognnes, CEO of Loke Marine Minerals, joins Double Take to dive into deep sea mining. 

As geopolitical tensions become a focal point, investors must view China under a powerful lens. Dr. William Kirby, professor of China Studies at Harvard Business School, joins Double Take to dissect the challenges of investing in China.

As women climb the ranks in the corporate world, executives are focusing to build a more equitable workplace. Lara Abrash, chair at Deloitte, joins Double Take to discuss her ascent to the top and why gender equality matters to investors.

Could vertical farming elevate our urban food supply, with more efficient production, less energy consumption and fewer pesticides?  

Dr. Inna Vishik, associate professor of physics at University of California, Davis, joins Double Take to delve into explosive advances in superconductor technology and why this matters to investors.

As climate change reaches a boiling point, why are major insurers departing from extreme weather-prone states? Robert Gordon, Senior Vice President at the American Property Casualty Insurance Association, joins Double Take to discuss the reasons behind their exit.

As the obesity epidemic rages across the globe, new weight loss drugs have become so popular that some manufacturers are unable to meet patient demand. Dr. David Katz, founder and CEO of Diet ID, joins Double Take to discuss investment ramifications of these hotly demanded medications.

Neil Howe, managing director of demography at Hedgeye Risk Management, LLC, joins us to examine how the culmination of 100-year historical cycles, also known as the fourth turning, could bring about the creative destruction of public institutions, ultimately freeing social energy to become productive and functional once more.

In the world of television, is the era of content overload—with streaming networks trying to be all things to all people—coming to an end? We discuss with Doug Herzog, former president of Viacom Entertainment Group.

Could consumer-facing artificial intelligence and immersive virtual reality lead us deeper into the maw of technology - or might it inspire us to seek more authentic, tactile and human-based experiences? We discuss with David Sax, award-winning author, journalist and keynote speaker. 

Are we entering a new “pay-to-play” era in which artificial-intelligence (AI) developers must pay for internet data to train their models—even when that content is generated for free? We discuss with Kelvin Lwin, chief executive officer of ALIN.ai.

Did the US presidential changeover to the Biden administration—and to President Joe Biden's appointees to various agencies and courts—have any bearing on today's shifting dynamics in antitrust regulation? We discuss with Rani Habash, partner at Dechert LLP. 

We delve into how artificial intelligence could disrupt the music industry—from fundamental questions on royalties and intellectual property to the seemingly endless creative possibilities for content creation—with Skye Rossi, senior vice president of business affairs at Rhymesayers Entertainment.

We discuss the impacts of generative artificial intelligence on investing with the great disruptor itself - ChatGPT.

We discuss the global gold rush for rare earths, including the geopolitical and economic backdrop for these trace elements that are vital to the global energy transition, with James Kennedy, president at ThREE Consulting. 

Rare-earth elements—the raw materials essential to many of our modern-day technologies, including electric vehicles—are largely sourced from China. Amid growing geopolitical tensions with China, what would it take to diversify and localize the rare-earth supply chain?

What are the potential ramifications of this rising new chapter of generative artificial intelligence (AI)? We discuss with Davis Sawyer, co-founder and chief product officer at Deeplite and chairperson at tinyML Foundation. 

How has the generative artificial intelligence (AI) market evolved, and where is it heading? We discuss with Rob May, an AI entrepreneur and an angel investor in early stage AI companies.