PODCAST: The Robot Economy – Investing in the Next AI Revolution

Host Jerry Robinson explores the rise of the Robot Economy and why physical AI may become one of the most important investment themes of the coming decade.. Topics include:

• The rise of the Robot Economy is quietly being built
• AI capability is rapidly advancing
• Physical robotics hardware is improving and becoming more affordable
• Labor shortages are contributing to the rise of robotics
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In Segment 2, Jerry reveals five stocks (plus two ETFs) poised to profit from the rise of robotics and automation. He shares:

• Stock #1: A self-driving vehicle company that is currently leading in robotics
• Stock #2: A world-changing warehouse automation company
• Stock #3: A well-established company that has quietly been building robotics into its business model
• Stock #4: One of the most important companies powering modern AI and robotics
• Stock #5: A transportation firm providing a network for automation
• ETF #1: An actively managed fund led by Cathie Wood tracking disruptive tech and robotics
• ETF #2: A passively managed fund that seeks to track a global robotics index

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• PODCAST: 2026 Market Outlook
• ETF Leaderboard
• PODCAST: Top 3 AI ETFs

Jerry closes out today’s show with a summary of key takeaways and two quotes reminding us of the power of spotting trends early.