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
Dec 2024
Codie Sanchez: Why You're Still Broke, The Rich Mindset & What You Need To Know About Success & Personal Finance Mastery
#782: Join us as we sit down with Codie Sanchez – Founder & CEO of Contrarian Thinking, one of the fastest-growing financial media businesses. After a decade on Wall Street & in private equity, Codie shifted her focus on building her own business portfolio. In this episode, Codie ... Show More
1h 22m
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 Germany’s historic decision to become Europe’s largest military power by 2029 to th ... Show More
<p> In today’s podcast, I’m going to cover - How to negotiate with a difficult seller.<br/><br/>FREE 30 Quick Start Kit: <br/><a href='https://flippingmastery.com/qkpod'>https://flippingmastery.com/qkpod</a> <br/> ------------------- ... Show More
