エピソード

  • New Year, New Consensus
    2025/12/09

    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.

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    40 分
  • The Global AI Race
    2025/11/19

    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.

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    40 分
  • To FICO or Not to FICO
    2025/10/29

    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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    35 分
  • Could Dating Apps Swipe Right Again?
    2025/10/08

    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.

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    23 分
  • Decoding Stablecoins
    2025/09/24

    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.

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    41 分
  • One Big Beautiful Catalyst?
    2025/09/03

    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.

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    32 分
  • Securing America’s Future: Rare Earths
    2025/08/13

    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.

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    38 分
  • Supply Chain USA
    2025/07/30

    Double Take hosts Jack and Rafe are joined by industry experts to discuss insights from the Supply Chain USA conference in Chicago, detailing the challenges and adaptations in supply-chain management amid the integration of artificial intelligence and shifts in US trade policy.

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    53 分