Double Take By Newton
63 episodes - English - Latest episode: 7 days ago -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.
Learn more at: www.newtonim.com/double-take-podcast/
Disclosures
For Institutional Clients Only. Issued by Newton Investment Management North America LLC ("NIMNA" or the "Firm"). NIMNA is a registered investment adviser with the US Securities and Exchange Commission (“SEC”) and subsidiary of The Bank of New York Mellon Corporation (“BNY Mellon”). The Firm was established in 2021, comprised of equity and multi-asset teams from an affiliate, Mellon Investments Corporation. The Firm is part of the group of affiliated companies that individually or collectively provide investment advisory services under the brand “Newton” or “Newton Investment Management”. Newton currently includes NIMNA and Newton Investment Management Ltd. (“NIM”) and Newton Investment Management Japan Limited (NIMJ).
Any statements of opinion constitute only current opinions of NIMNA, which are subject to change and which NIMNA does not undertake to update. This publication or any portion thereof may not be copied or distributed without prior written approval from the firm. Statements are correct as of the date of the material only. This document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorized. The information in this publication is for general information only and is not intended to provide specific investment advice or recommendations for any purchase or sale of any specific security. Some information contained herein has been obtained from third party sources that are believed to be reliable, but the information has not been independently verified by NIMNA. NIMNA makes no representations as to the accuracy or the completeness of such information. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment and past performance is no indication of future performance. The indices referred to herein are used for comparative and informational purposes only and have been selected because they are generally considered to be representative of certain markets. Comparisons to indices as benchmarks have limitations because indices have volatility and other material characteristics that may differ from the portfolio, investment or hedge to which they are compared. The providers of the indices referred to herein are not affiliated with NIMNA, do not endorse, sponsor, sell or promote the investment strategies or products mentioned herein and they make no representation regarding the advisability of investing in the products and strategies described herein.
Double Take was previously published by Mellon Investments Corporation. On September 1, 2021, all of Mellon Investments Corporation’s active equity and multi-asset strategies were transferred to Newton Investment Management North America LLC.
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Episodes
Realtors' Reality
March 21, 2024 13:00 - 31 minutes - 21.5 MBAdam 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.
Reatlors' Reality
March 21, 2024 13:00 - 31 minutes - 21.5 MBAdam 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.
The Almighty Dollar
March 13, 2024 15:00 - 30 minutes - 20.8 MBWith 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.
Risk in the Red Sea
February 27, 2024 14:00 - 43 minutes - 30.2 MBDaniel 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.
Behind Fed Doors
February 15, 2024 14:00 - 36 minutes - 25.1 MBJack 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.
Bug Appétit?
January 29, 2024 13:00 - 36 minutes - 25.4 MBOnce 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.
The State of the Media
January 09, 2024 09:00 - 39 minutes - 26.9 MBIn 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.
Mining's Race to the Bottom
December 21, 2023 14:00 - 28 minutes - 19.5 MBAdvances 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.
China Through an Investment Lens
December 05, 2023 12:00 - 40 minutes - 28.1 MBAs 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.
Women on the Rise
November 17, 2023 14:00 - 32 minutes - 22.5 MBAs 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.
Nature and the City
October 26, 2023 10:00 - 25 minutes - 17.7 MBCould vertical farming elevate our urban food supply, with more efficient production, less energy consumption and fewer pesticides?
The Power of Superconductivity
October 10, 2023 14:00 - 31 minutes - 22.1 MBDr. 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.
The Insurance Climate
September 26, 2023 12:00 - 26 minutes - 18.1 MBAs 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.
The Skinny on Weight Loss Drugs
September 12, 2023 11:00 - 40 minutes - 27.9 MBAs 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.
Demography in the Fourth Turning
August 22, 2023 09:00 - 33 minutes - 22.7 MBNeil 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.
The Future of Television
July 27, 2023 09:00 - 29 minutes - 20.1 MBIn 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.
Analog in a Digital World
July 17, 2023 12:00 - 32 minutes - 22.1 MBCould 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.
Reddit and the AI Turf War
June 28, 2023 14:00 - 35 minutes - 24.2 MBAre 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.
A Merger Freeze?
June 14, 2023 13:00 - 28 minutes - 19.5 MBDid 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.
Could AI Rock the Music Industry?
May 30, 2023 09:00 - 34 minutes - 23.8 MBWe 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.
A Conversation with ChatGPT
May 19, 2023 10:00 - 15 minutes - 11 MBWe discuss the impacts of generative artificial intelligence on investing with the great disruptor itself - ChatGPT.
Rare Earths: The Geopolitical State of Play
April 20, 2023 08:00 - 40 minutes - 28.1 MBWe 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.
Plumbing the Depths for Rare Earths
April 13, 2023 16:00 - 26 minutes - 18.2 MBRare-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?
Shrinking Machine Learning
March 27, 2023 15:00 - 31 minutes - 21.6 MBWhat 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.
Investing in Generative AI
March 20, 2023 11:00 - 26 minutes - 18.5 MBHow 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.
Forced Labor, Supply Strain
February 20, 2023 13:00 - 25 minutes - 17.6 MBHow is the Uyghur Forced Labor Prevention Act disrupting US supply chains? We discuss with David Stepp, an experienced trade lawyer and partner at Crowell & Moring.
Investing in Climate Adaptation
January 26, 2023 11:00 - 19 minutes - 13.4 MBHow are investors working together with innovative and resilient companies to combat the climate crisis? We discuss with venture capital partner Kristin Ellis.
Adapting to Climate Change
January 19, 2023 11:00 - 16 minutes - 11.1 MBWhat should the world do to reduce carbon dioxide emissions? We discuss with Robert Pindyck, a professor of Applied Economics at the MIT Sloan School of Management and author of Climate Future: Averting and Adapting to Climate Change.
A Blueprint for Commercial Real Estate’s Future
December 08, 2022 12:00 - 55 minutes - 38.4 MBWhat is next year’s outlook for commercial real estate? Real estate specialists Alan Pontius, Jeremy Kelly and Sean Coghlan offer a window into 2023 on the latest Double Take.
A Blueprint for Commercial Real Estate’s Future
December 08, 2022 12:00 - 55 minutes - 38.4 MBWhat is next year’s outlook for commercial real estate? Real estate specialists Alan Pontius, Jeremy Kelly and Sean Coghlan offer a window into 2023 on the latest Double Take.
Autonomous Roadblocks
November 04, 2022 15:00 - 36 minutes - 25 MBWhere is the auto industry making progress or finding roadblocks on the road to autonomous driving? We discuss in the latest Double Take with auto experts Seval Oz and Brad Templeton.
A UK Winter of Discontent
October 11, 2022 10:00 - 1 hour - 52.7 MBWe examine the human and investment impacts of the looming energy crisis enveloping Europe in our latest episode of Double Take. Featuring energy specialists Arjan Geveke, Verity Davidge, Martin Young and Peter Smith.
Cannabis Highs and Lows
September 20, 2022 10:00 - 45 minutes - 31.5 MBIn our latest episode of Double Take, we explore the opportunities and the challenges of selling marijuana products in the US. With special guests Christine Hersey, Executive Director of Investor Relations at Trulieve, and Dave Batista, Co-Founder at eo.
Compliant Crypto
July 27, 2022 12:00 - 48 minutes - 33.5 MBIn our latest episode of Double Take, we investigate the rapidly evolving world of crypto compliance as currencies face unprecedented downward volatility. With guests Alison Jimenez of Dynamic Securities Analytics and BNY Mellon’s Katey Neate.
Diversity and Human Capital
June 24, 2022 16:00 - 50 minutes - 34.7 MBIn our latest episode of Double Take, we dive into the transforming state of diversity and disclosure at public companies and how investors can account for these changes.
The Reshoring Decision
May 23, 2022 13:00 - 49 minutes - 34.3 MBIn our latest episode of Double Take, we investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.
A Nuclear Renaissance
April 20, 2022 13:00 - 39 minutes - 27.2 MBIn our latest episode of Double Take, we explore the future of nuclear power generation and how this oft-maligned energy source may fit into the world’s growing effort to reduce carbon emissions and reach net zero.
Data privacy and Regulating Big Tech
March 07, 2022 15:00 - 1 hour - 46.8 MBIn our latest episode of Double Take, we investigate massive changes in big tech and how mega companies mine our personal data, sell advertising and raise the hackles of regulators and lawmakers around the world.
2022: The Investment Road Ahead
February 02, 2022 12:00 - 32 minutes - 22.5 MBWhat lies ahead for inflation and interest rates? How should investors be positioned in 2022 and beyond? We discuss this and more in our latest episode of Double Take.
Buy Now, Pay Later
December 21, 2021 09:00 - 58 minutes - 40 MBIn our latest episode of Double Take, we explore this year’s red-hot payment installment program that is supercharging holiday gifting – buy now, pay later.
Supply Chain Reaction
November 16, 2021 18:00 - 42 minutes - 29.1 MBIn our latest episode of Double Take, we investigate the links between Covid, consumer demand, cargo, and the current supply chain crisis.
The Sustainability of Sustainability
October 05, 2021 09:00 - 53 minutes - 36.8 MBIn our latest episode of Double Take, we explore the sustainability of sustainable technology. Is the full life cycle of green tech truly sustainable when you consider all the mining, waste, and carbon emissions?
Space Travel
July 22, 2021 15:00 - 38 minutes - 26.7 MBIn our latest episode of Double Take, we tackle a truly expansive and mind-blowing topic: human space travel and what it means for terrestrial investors. We explore the many facets of the new space age and the space economy.
Decrypting Cryptocurrency
June 10, 2021 17:00 - 51 minutes - 35.2 MBOur latest episode of Double Take explores how investors can assess valuations and risks of companies increasingly exposed to cryptocurrency.
The Future of Mobility
May 10, 2021 22:00 - 46 minutes - 31.9 MBOur latest episode of Double Take explores the future mobility revolution and the innovative technology behind how we get there.
Income Inequality and Stimulus
April 21, 2021 16:00 - 45 minutes - 30.9 MBOur latest episode of Double Take explores the role of private corporations and policymakers in addressing the growing gap in income inequality.
Proxy Voting: The Power of the Shareholder
March 12, 2021 23:00 - 55 minutes - 37.8 MBOur latest episode of Double Take explores how proxy voting, when approached with the utmost diligence, can align shareholder and management interests, increase transparency and encourage long-term change that benefits all stakeholders. We also examine the role of proxy advisors and activist investors and how ESG concerns have evolved the proxy voting environment.
Proxy Voting: The Power of the Shareholder
March 12, 2021 23:00 - 55 minutes - 37.8 MBOur latest episode of Double Take explores how proxy voting, when approached with the utmost diligence, can align shareholder and management interests, increase transparency and encourage long-term change that benefits all stakeholders. We also examine the role of proxy advisors and activist investors and how ESG concerns have evolved the proxy voting environment.
Robinhood, Reddit and the SEC
February 23, 2021 17:00 - 1 hour - 44.8 MBIn conversations with Mellon’s former head of trading and analytics and the former head of the SEC's Office of Internet Enforcement, Double Take dissects the latest headline-grabbing market movement, as retail traders using forums like Reddit sparked wild stock swings, caused Robinhood to halt buys, and squeezed short sellers. We also explore the role of short selling in an efficient market, and more.
Biophysical Economics
January 28, 2021 10:00 - 44 minutes - 31 MBIn this roundtable discussion, Newton's head of Small Mid Cap Equity Research explores the emergent field of biophysical economics with Professor of Economics and Sustainability at Wells College, Kent Klitgaard.