Beyond Rare Earths

Rod Baltzer, Chief Executive Officer of Deep Isolation, joins Double Take to explain how mile-deep boreholes could provide a scalable approach to nuclear waste disposal and help remove a key obstacle to the nuclear renaissance. 

Jonathan Rowntree, Chief Executive Officer at Niron Magnetics, Inc., joins Double Take to explore how rare-earth-free iron nitride magnets could challenge China’s supply-chain dominance, power EVs, data centers and robotics, and create a new advanced-manufacturing opportunity for investors. 

Moshe Schwartz, President at Etherton and Associates, and Margaret Boatner, Vice President for National Security Policy at Aerospace Industries Association, join Double Take to unpack what’s at stake as defense right-to-repair proposals test IP protections, raise costs and create new risks for investors.

Eric Alexander, Product Liability Team Leader at Holland & Knight, joins Double Take to examine whether a landmark social media lawsuit could reshape platform liability, challenge long-standing legal protections and create new risks for Big Tech and investors. 

Dr. David Katz, President and CEO of Diet ID, joins Double Take to examine how GLP-1s may affect far more than weight loss—from food noise and addiction to healthcare costs, side effects and shifts in consumer behavior across sectors.

Noah Zingler-Sternig, Founder and General Partner at 5c(c) Capital, joins Double Take to discuss how prediction markets are moving into institutional toolkits — delivering real-time signals, consensus forecasts and more direct ways to hedge event-driven risk.

Svend Hardenberg, Founder and Chairman of Greenland Invest, joins Double Take to explore why Greenland’s location, energy potential and infrastructure needs are drawing global attention, and what that could mean for investors. 

From hyperscale data centers to power grids and defense systems, copper underpins the AI buildout. Zachary Dolesky, CEO of Super Copper, joins Double Take to explain why the world can’t scale AI without the metal that powers everything.

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.