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Talk Your Book: Investing in the Rise of the Robots

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Today’s Talk Your Book is sponsored by Kraneshares:

To learn more about Kraneshares click here: https://kraneshares.com/etf/koid/?adsource=compound

On today’s show, we discuss:

  • What physical AI means and how it differs from traditional single-purpose robotics

  • Why the timing of humanoid adoption aligns with global aging and labor shortages

  • The three pillars of the humanoid value chain: the body, the brain, and the integrator

  • How China and the US are approaching the humanoid opportunity from different angles

  • Why investing in the picks and shovels of the supply chain may be smarter than betting on brand names

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

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