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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 sits down with Cole Wenner from KraneShares to break down the rise of humanoid robots and why the theme is moving from cool demos to real-world deployment. Cole explains embodied intelligence, the labor and aging-population pressures driving demand, and where humanoids are likely to show up first — warehouses, factories, hospitals, and eventually the home.
They walk through the three parts of the KOID approach: the “brain” (AI and semiconductors), the “body” (motors, sensors, actuators, materials), and the integrators building full robots. Cole also highlights why many of the most investable opportunities sit inside the global components supply chain, where costs are falling fast across LiDAR, motors, and compute.
The conversation also covers timelines, pilot programs, cost bottlenecks, and how US strength in AI and China’s manufacturing advantage could speed adoption.
In this episode:
• Why humanoids are becoming practical now
• First real-world use cases
• The KOID framework: brain, body, integrators
• Component companies driving early value
• What needs to improve for mass adoption
Lead-Lag Live brings you conversations with the people shaping global markets. Follow the show and comment with the first task you’d want a humanoid to handle.
#KOID #Robotics #HumanoidRobots #AI #Automation #KraneShares #Investing #TechTrends
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
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Chapters
1. Welcome And CE Housekeeping (00:00:00)
2. Introducing Humanoids And Embodied Intelligence (00:02:45)
3. CraneShares Background And Product Suite (00:05:15)
4. COID ETF Overview And Global Scope (00:07:45)
5. Latest Humanoid Models And Capabilities (00:10:55)
6. Why Now: AI Breakthroughs Enable Robots (00:15:25)
7. Macro Drivers: Aging And Labor Gaps (00:17:55)
8. Use Cases: Factories, Warehouses, Care, Homes (00:21:48)
9. The Cost Bottleneck And Supply Chain (00:25:28)
10. Value Chain: Brain, Body, Integrators (00:29:18)
11. Investment Angle: Components Over Privates (00:32:18)
12. COID Methodology And Equal Weighting (00:35:38)
874 episodes
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