EPISODE · Sep 18, 2025 · 51 MIN
Access the AI Revolution — How AGIX Gives Investors Pre-IPO Exposure to AI Unicorns
from The Pain Trade Podcast · host Michael A. Gayed, CFA
Join me live as I sit down with Derek Yan, Director at KraneShares, to explore how the AGIX ETF is reshaping AI investing by giving everyday investors exposure to private AI unicorns like Anthropic and xAI—companies powering the foundation models behind the next wave of enterprise AI. In this expert-led discussion, Derek explains how AGIX combines public equities with late-stage private companies, the proprietary AI scoring system that drives stock selection, and why model companies are the epicenter of the AI value chain. We also cover AGIX’s performance to date, its dynamic quarterly rebalancing, and how it navigates valuation concerns in a fast-moving market. In this webinar: How AGIX gives investors rare access to private AI leaders like Anthropic and xAI Why foundational model companies could capture the lion’s share of AI value How the AI Score framework identifies true innovators vs. “AI pretenders” Why enterprise AI could outgrow consumer AI in scale and profitability How hybrid ETFs unlock private market access with daily liquidity Lead-Lag Live Webinars give you exclusive access to deep-dive conversations with industry experts, portfolio managers, and strategists. Subscribe now to gain the insights you need to make smarter, more informed investment decisions. #AIinvesting #AGIX #AIETF #privateAI #LeadLagLive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
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Join me live as I sit down with Derek Yan, Director at KraneShares, to explore how the AGIX ETF is reshaping AI investing by giving everyday investors exposure to private AI unicorns like Anthropic and xAI—companies powering the foundation models behind the next wave of enterprise AI. In this expert-led discussion, Derek explains how AGIX combines public equities with late-stage private companies, the proprietary AI scoring system that drives stock selection, and why model companies are the e...
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Access the AI Revolution — How AGIX Gives Investors Pre-IPO Exposure to AI Unicorns
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