About this episode

The episode features an interview with Gavin McCracken discussing the impact of robotics and AI on the commodities market.

We are back with another interview with Gavin McCracken. This time, we spend most of the podcast chatting robotics, AI, and why those two themes could kickstart the next commodities supercycle. I really enjoyed Gavin's take on AI and robotics, mainly because it aligns with my initial hypotheses. But it's always good to bounce ideas off a AI PhD. Remember, NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS TWO DUDES CHATTING MARKETS FOR ENTERTAINMENT ONLY. YOU ARE AN IDIOT IF YOU THINK THIS IS ADVICE. I hope you guys enjoy!

People in this episode

Host: Brandon Beylo

Guest: Gavin McCracken

Topics covered

• robotics
• AI
• commodities supercycle
• investment
• market trends

Keywords

• robotics
• AI
• commodities
• supercycle
• investment advice

Mentioned in this episode

Organizations: AI, Robotics, Commodities

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• Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU · July 24, 2026 · 45 min

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