ROBO Global with Travis Briggs and Jeremie Capron
Valuewalk's ValueTalks - A podcast by ValueWalk

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Good Morning Listeners, Today is a very special episode. I have Travis Briggs, CEO of Robo Global, and Jeremie Capron, head of Research at Robo Global. They are the first to create an index that tracks robotics, automation, and artificial intelligence. We discuss what comprises the ROBO Global ETF and the team behind it. Below is an excerpt from our conversation: “The original idea came from one of our partners who runs a macro research firm out of Hong Kong. He had written a book called “Too Close for Comfort” and a large component of that was where robotics and automation was headed. The other part of the team of ROBO Global came from the financial background side and thought it would be really interesting and great long term growth opportunity potentially for investors. We looked around and there was no investment products out there that addressed this. So four and a half years ago we created the first index that tracks the publicly traded global world companies that are directly involved with robotics, automation, and artificial intelligence and really try to capture that value chain for investors.” 1:35 – Tell me about your background and what led you to the finance industry and ETFs? 2:40 – What was the inspiration behind robotics, automation, and artificial intelligence? 3:53 – What is the ROBO Global ETF? 7:15 – Can you talk about the 12 subsectors and how you classify this industry? 9:23 – Where are key and emerging markets for this industry and what countries surprised you with a strong Robotics, Automation, and Artificial Intelligence? 12:10 – Which companies and which technologies excite you? 18:12 – If the bull market slows down, how much of this industry will be affected or will it continue to outperform? 20:48 – Is there a particular investment style that you follow? 23:18 – What are your favorite books? Enjoy and thanks for the listen!