#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)

Here's the title and description. Title:Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing Description:Are your clients under-allocated to the world’s second-largest economy? KraneShares CEO Jonathan Krane argues China is behaving like a distinct asset class—and many portfolios aren’t built for it. What you’ll learn:Why China’s share of EM could justify EM ex-China + China completion strategiesHow A-shares, Hong Kong, and U.S. listings fit together in practical ETF allocationsWhy 2025’s AI and clean-tech surge in China may mirror the U.S. “Magnificent 7” runHow sentiment, low local rates, high savings, and targeted policy shifts can fuel flowsA realistic path for U.S.–China engagement that balances competition and cooperationWhere advisors can find thematic exposure (EVs, batteries, energy storage, biotech, carbon)Chapters00:00 – Welcome: Talley Leger & Jim Worden set the table01:08 – Founding KraneShares: boots-on-the-ground in Shanghai → ETF thesis05:48 – China as its own allocation: from EM to EM ex-China + China08:17 – Sentiment shift & 2025 performance: why investors may be caught off guard13:23 – Efficient access for advisors: core A-shares + thematic building blocks14:20 – Tech leadership: EVs, batteries, solar, AI, biotech—what scaled first in China17:18 – Cooperation vs. competition: a pragmatic framework for engagement23:47 – Infrastructure 2.0 & domestic demand: savings, stimulus, and renewal26:13 – Clean energy reality: EV adoption, storage, and grid-friendly solutions29:34 – What KraneShares is watching: AI, humanoid robotics, carbon markets, alts31:25 – Tokenization: new liquidity pools for “traditional” products32:16 – Closing thoughts & takeaways for advisor portfoliosGuest: Jonathan Krane, CEO of KraneSharesHosts: Talley Leger (Chief Market Strategist, WCG) & Jim Worden (CIO, WCG)Follow usLinkedIn: https://www.linkedin.com/company/the-wealth-consulting-group/X (Twitter): @WealthCGYouTube: @thewealthconsultinggroupMaking Life Better at The Wealth Consulting GroupIf you’re ready to see how WCG helps advisors grow, subscribe for insights, updates, and resources built to make your practice—and your life—better.Subscribe at bit.ly/wealthcg