Hype vs Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI Arms Race

from Lead-Lag Live · host Michael A. Gayed, CFA

In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to discuss whether humanoid robotics is a real commercialization story or just the next overhyped thematic trade.From factory deployment by Tesla, BMW, and Amazon to China’s aggressive industrial push, Yan explains why embodied AI may represent the next structural shift in automation — and how the KraneShares Global Humanoid and Embodied Intelligence ETF $KOID captures the full ecosystem beyond mega-cap names like Nvidia and Tesla.In this episode:– Why humanoid robotics is already entering commercialization– How equal weighting avoids mega-cap concentration– What Morgan Stanley’s trillion-dollar projections really mean– Why China exposure is a feature, not a bug– The key milestones that signal mass deployment is comingLead-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 #ThematicInvesting #EmergingTech #ETFSupport the show

What this episode covers

NOW PLAYING

0:00 20:28

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Food Saved My Life

Mar 19, 2026 ·34m

Eat More Vegetables: The 4 Foods That Beat Ozempic (Naturally)

Feb 18, 2026 ·11m

How to End Heart Disease with Dr. Fuhrman

Feb 11, 2026 ·45m

Revolutionizing Breast Health: QT Imaging, Overdiagnosis, and What to Do Instead

Jan 27, 2026 ·35m

The Dark Side of the Supplement Industry

Nov 12, 2025 ·35m

Electrolytes, Energy, and the Deadly Salt Fix

Oct 17, 2025 ·40m

Similar Podcasts

Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food. Sermons | Countryside Bible Church Countryside Bible Church At Countryside Bible Church, we equip believers to joyfully live holy lives, to serve one another, and to share the gospel of Jesus Christ, all to the glory of God. We are committed to a high view of God, and a high view of Scripture. 2 Old Ladies Walking Rozee 2 Old Ladies Walking features the journeys, insights, and light conversation between Liz and Rosie, two women of a certain age who live in the Hudson Valley of New York. From pelvic floor challenges and life with young adult children to food, bird calls, fear of “mad lamb” disease, and myriad topics in between, we cover it all while walking on the scenic trails of the northeast, or wherever our travels take us. Join us and have a listen! Wounded Warriors of the Cross Gary Pastoral and clergy mental health is a mostly ignored area, especially by those who live their lives as pastors in the clergy. The stigma of mental health within those who serve in the shadow of the cross is something that invokes the stigma of fear. Many of those in the clergy will choose to suffer in their despair rather than reaching out for help. Sometimes those suffering choose to wait until it's too late to get the real help that they need. At Wounded Warriors of the Cross our mission is to lift the stigma and the veil of silence that encompasses clergy mental health and assist those who suffer in silence. Wounded Warriors of the Cross is here to shed the light of Christ's love into those dark places.

Frequently Asked Questions

How long is this episode of Lead-Lag Live?

This episode is 20 minutes long.

When was this Lead-Lag Live episode published?

This episode was published on February 17, 2026.

What is this episode about?

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Lead-Lag Live episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!