Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical AI Shift

In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to explore why humanoid robotics is moving from research labs into real-world deployment — and what that means for investors. From embodied AI and general-purpose robotics to global supply chain dynamics between the U.S. and China, Yan explains why the KraneShares Global Humanoid and Embodied Intelligence ETF (KOID) focuses on the full ecosystem — not just headline mega-cap names — and even brings KOID, a working humanoid robot, into the interview to demonstrate the theme in real time. In this episode: – What “embodied AI” actually means – Why humanoids are reaching an inflection point now – How labor shortages are accelerating adoption – Why the “body” of robotics may hold the most value – How KOID captures the entire humanoid value chain Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #HumanoidRobotics #EmbodiedAI #ArtificialIntelligence #FutureOfWork #ThematicInvesting Support the show