Mar 10
Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift
In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen, President of Mercator Investment Management, to discuss why Europe’s long-standing political and economic models are breaking down — and why that might be exactly what the continent needs for a revival.From Germa ... Show More
18m 18s
Mar 3
Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners
In this episode of Lead-Lag Live, I sit down with Henry Greene, Investment Strategist at KraneShares, to discuss how a weakening U.S. dollar and global AI capital spending could reshape leadership in technology markets.From Taiwan and South Korea’s semiconductor dominance to Chin ... Show More
25 m
Mar 3
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
17m 35s
Jul 2022
Matthew Ball - A Manual to The Metaverse - [Invest Like the Best, EP.286]
My guest today is Matthew Ball. Matt is an investor, the former head of strategy at Amazon studios, and one of the brightest minds in the media industry. Through his essays and now his book, which launches today, Matt has established himself as the foremost authority on the Metav ... Show More
1h 22m
Jun 2024
What we're buying in FY25 | Financial Check-up
Our financial check-up continues, as we get closer to the end of the financial year. Last episode we looked back, and in this episode we're looking forward into the next year.It's important that your investing strategy matches your investing goals, and in today's episode we unpac ... Show More
24m 51s
Are you prepared to embark on a mind-bending journey through the fascinating concept of the metaverse? Join us for an enlightening discussion with the brilliant Matthew Ball as we traverse the complex landscape of this immersive virtual reality. From its nascent stages in the 90s to the recent tech advances, the metaverse is a marvel that has promised to rev ... Show More
<p dir="ltr"><strong>Hosts:</strong> Matty A. and Ryan Breedwell<br /> <br /> <strong>Episode Overview:<br /> <br /></strong>In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the econo ... Show More