Andrew McCalip, Head of Research and Development at Varda Space Industries, joins Double Take to explore an emerging idea that could redefine how and where AI infrastructure scales next: placing data centers in orbit.

Double Take hosts Rafe Lewis and Jack Encarnacao are joined by industry experts from the 2026 Consumer Electronics Show to explore how quantum computing can drive business outcomes, highlighting real breakthroughs, adoption timelines and where early investment opportunities may emerge.

Joshua Kreitzer, Founder & CEO at Channel Bakers, joins Double Take to explore the rise of agentic commerce and how autonomous shopping agents are transforming the retail ecosystem.

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.

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.

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. 

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.

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.

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.

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.