Share
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Manage episode 520370484 series 3383922
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.
n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China’s equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB.
From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, and the new wave of international inflows, Brendan lays out the forces reshaping China’s market narrative after years of pessimism.
In this episode:
– Why China’s cloud and AI revenue growth is outpacing expectations
– How anti-involution policy is stabilizing competition and lifting margins
– Why global investors — especially Europe and Asia — are rotating back into China
– Where KWEB sees opportunity across online video, entertainment, and emerging tech
– Why semiconductor valuations demand caution despite the broader tech rebound
– How the Trump–Xi détente may open the door to further policy normalization
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#LeadLagLive #KWEB #KraneShares #ChinaTech #AI #EmergingMarkets #Investing #Markets
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Chapters
1. China’s AI Models And Cloud (00:00:00)
2. Market Setup And Policy Tailwinds (00:01:51)
3. Earnings: Winners And Weak Spots (00:02:39)
4. Anti‑Involution And Green Shoots (00:04:50)
5. Where Global Flows Are Going (00:06:48)
6. Cloud As The AI Monetization Path (00:08:51)
7. Smaller Bets: Video And Music (00:10:50)
8. Geopolitics, Re‑Rating, And Sentiment (00:12:51)
9. Clean Tech, Healthcare, And AI In Biotech (00:15:02)
10. Resources And Closing (00:18:41)
871 episodes
))
