Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners

Dollar Decline vs Market Concentration: Henry...

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Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical AI Shift

In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to explore why humanoid robotics is moving from research labs into real-world deployment — and what that means for investors.From embodied AI and general-purpose robotics to ...  Show more

The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk

In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to explore how the next phase of the AI boom may be driven by emerging market technology companies rather than US mega caps alone.With nearly 40 percent of the S&P 500 concen ...  Show more

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