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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 ...
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In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce.
From valuation gaps and dollar depreciation to sector leadership shifts, Ahern shares how EM growth factors and specifically the KEMQ ETF are positioned to benefit from a structural rebalancing away from overstretched US valuations.
In this episode:
– Why emerging markets are regaining leadership after a decade of underperformance
– How tech and e commerce have reshaped the EM index composition
– The valuation divergence between US tech and EM tech
– Why ADR volatility distorts fundamentals and why local shares matter
– How investors should size EM exposure and position KEMQ in a portfolio
Lead Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#LeadLagLive #EmergingMarkets #KraneShares #GlobalTech #KEMQ
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. Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership (00:00:00)
2. Position Sizing And Buying Dips (00:01:11)
3. Host Intro And Market Setup (00:01:54)
4. Why EM Leadership Is Returning (00:03:14)
5. Growth Sectors Versus Value Heavy Indexes (00:03:53)
6. Politics, ADR Volatility, And Local Shares (00:05:28)
7. Earnings Momentum And Valuation Gaps (00:07:20)
8. Timing, Allocation, And Risk Sizing (00:08:35)
9. Portfolio Construction And Barbell In EM (00:10:06)
10. Where To Learn More And Closing (00:11:53)
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