Episode Details

In this episode of Market Pulse, we break down the collision between the AI-driven hardware supercycle and one of the market’s most overlooked constraints: physical copper supply.

As investors chase the next leg of the data center, grid, semiconductor, and infrastructure buildout, the question is no longer just about demand — it is about whether the real-world supply chain can keep up. From power bottlenecks to copper scarcity, today’s episode explores how hard assets are becoming central to the AI trade, why this could reshape market leadership, and what it means for investors watching the next phase of the cycle.

Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.