AI deep dive: BIG spending, agentic intelligence and the race for global dominance

In the second episode of The MoneyTalk Podcast, Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch, sits down with host Kim Parlee, Vice President, TD Wealth, to talk about the economics of AI, including: the race for global dominance, the infrastructure needed, and why we're hearing more about both agentic and physical AI. Full English transcript here: https://www.moneytalkgo.com/video/ai-deep-dive-big-spending-agentic-intelligence-and-the-race-for-global-dominance/ Full French transcript here: https://www.moneytalkgo.com/fr/video/analyse-approfondie-de-lia-grosses-depenses-intelligence-autonome-et-course-a-la-domination-mondiale/ *Recorded on May 15, 2025