England are out of the World Cup, so the hospitality and pub industry won’t be getting the proverbial golden ticket this weekend.

But if the pubs are empty, is that really much of a change from what’s already happening across the economy?

Alcohol sales are down. People are staying in more. They’re swiping right instead of meeting at the local.

Society is changing, as it always does. So what comes next?

Robot companions.

AI companions are already a thing so are robots becoming companions — and eventually crucial parts of society — simply inevitable?

Perhaps this is less a human extinction event and more like the explosion of smartphones into everyday life.

If humanoid robots become as commonplace as smartphones, what are the second-order effects?

From maintenance and repairs to personalisation, customisation, and entirely new industries we haven’t even considered yet, the potential size of a future robot economy is enormous.

Sure, there are risks and unintended consequences. We’re still discovering plenty of those from the smartphone revolution. But the benefits, value creation, and wealth-building opportunities could be exponentially larger.

You don’t have to agree with what’s coming to profit from it. You simply need to understand it — and position yourself accordingly.

With an open mind and an investment account ready to take action, what’s coming in robotics could change the fortunes of a lot of smart, early investors.

We discuss all of that — and much more — in today’s video.

Would you be comfortable owning a humanoid robot in your home?
Yes, absolutely
Maybe, depending on what it could do
No chance
Ask me again in 10 years


Find out what your friends and family think as well. Share this email with them so they can answer today’s poll and subscribe as well.

Until next time,

Sam Volkering
Investment Director, Southbank Investment Research


Nick Hubble
Editor, The Fleet Street Letter

PS At Southbank, we don’t do groupthink. Our editors are encouraged to challenge one another’s ideas because that’s how better investment decisions get made. Right now, the biggest disagreement in the office is over AI. If Jim is right, investors need to prepare for what’s coming. If he’s wrong, you’ll understand the risks of one of the biggest opportunities of our generation even better. Either way, you’re better off knowing both sides of the story.