Technology isn't just a sector anymore—it's the driving force reshaping every industry. Whether companies are creating technology or adopting it to avoid disruption, understanding this transformation is crucial for investment success. Columbia Threadneedle's tech investment approach stands apart through its disciplined focus on three complementary buckets: ... Show More
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
Mar 3
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
18m 4s
Jun 2025
Jay Hoag - Keys to Successful Growth Investing - [Invest Like the Best, EP.429]
My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over three decades. Jay explains how macro factors like regulation ... Show More
45m 59s
Nov 2025
The $500 Trillion Opportunity: Tokenizing the Real World
Juan Leon, Senior Investment Strategist at Bitwise Asset Management, unpacks the rapid institutional adoption of Bitcoin and Ethereum, fueled by ETFs, regulatory clarity, and the rise of tokenization. He shares key trends shaping the next phase of crypto, including the integratio ... Show More
14m 7s
Jun 2025
Where Should Investors Focus Now? AI, Finance & Business Strategies for Success
<p><span>In this powerful Market Mondays clip, host Troy Millings and guest Paul Judge break down exactly where new graduates, investors, and entrepreneurs should direct their focus in today’s rapidly evolving business world—especially as artificial intelligence (AI) transforms e ... Show More
6m 36s
Dec 2024
Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling - [Invest Like the Best, EP.400]
My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Both are good friends and frequent guests on the show, but this ... Show More
1h 36m
May 2025
Royce Yudkoff & Rick Ruback - Entrepreneurship Through Acquisition - [Invest Like the Best, EP.423]
My guests today are Rick Ruback and Royce Yudkoff. Rick and Royce are Harvard Business School professors who teach their students how to search for, acquire, and run small business directly after graduation. It has been almost a decade since our first conversation, and unlike man ... Show More
1h 28m
Jun 2025
Architecting AI-Driven Financial Systems: Innovation at the Intersection of Fintech and Emerging Tech
In this episode of the Data Science Salon Podcast, we sit down with Sasibhushan Rao Chanthati, AVP and Senior Software Engineer at T. Rowe Price, where he’s building the future of finance through intelligent, scalable technologies. Sasi specializes in creating secure digital ecos ... Show More
29m 7s