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Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are improving the outlook for China’s tech sector and why it matters for investors.
They discuss the rise of AI in China — including DeepSeek and Alibaba’s Qwen models — and how letting companies train AI on their own data could boost cloud adoption. Henry also explains China’s push into robotics and how it fits alongside US leadership in chips and software.
To bring it back to portfolios, Henry breaks down why KWEB tends to react strongly to policy headlines, how KLIP uses that volatility to generate monthly income, and simple ways to combine the two depending on your goals.
In this episode:
• What’s changing in US–China trade
• China’s growing AI ecosystem
• Why enterprise fine-tuning matters
• How robotics and chips fit into the story
• How KWEB behaves during policy shifts
• How KLIP turns volatility into income
Lead-Lag Live brings you real conversations with the people shaping global markets. Subscribe for more insights that cut through the noise.
#KWEB #KLIP #ChinaTech #AIinChina #EmergingMarkets #Investing #KraneShares #MarketInsights
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
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Chapters
1. Welcome, Setup, And CE Details (00:00:00)
2. China Q3 Update And Trade Thaw (00:02:43)
3. AI In China: DeepSeek And Open Source (00:04:55)
4. Robotics, Chips, And Valuations (00:07:05)
5. Why KWEB Suits Covered Calls (00:10:29)
6. Liquidity And Options Market Depth (00:12:51)
7. Income Tradeoffs And Volatility Math (00:15:15)
8. Distribution Cap And NAV Erosion (00:17:53)
9. Advisor Use Cases And Allocations (00:19:43)
10. Taxes, Audience Fit, And Correlations (00:21:39)
11. Pairing CLIP With Other China ETFs (00:24:24)
12. Final Thoughts And Closing (00:34:16)
874 episodes
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