Bringing physical AI to life requires a lot of power, materials and infrastructure. It’s expected to increase demand for energy and commodities such as copper and rare earth minerals. TD Asset Management's Michael Craig breaks down the investment opportunity ahead with Kim Parlee. Watch or listen to the full podcast episode "The long game: Bullish on AI, realistic on timing" here: Spotify: https://open.spotify.com/episode/3CgLyrNw63xVuS1Trjjl3d?si=Skb-PgdTRAOv8fRk4H0Krw Apple: https://podcasts.apple.com/ca/podcast/the-long-game-bullish-on-ai-realistic-on-timing/id1810251697?i=1000749611784 YouTube: https://www.youtube.com/watch?v=xzM2t0mgG1k MoneyTalk: https://www.moneytalkgo.com/video/the-long-game-bullish-on-ai-realistic-on-timing/