Derek Yan
Senior Investment Strategist at KraneShares focused on emerging market technology and macro trends; discusses EM tech, semiconductors, and dollar/currency dynamics relevant to AI and portfolio diversification.
Top 3 podcasts with Derek Yan
Ranked by the Snipd community
Mar 3, 2026 • 18min
The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk
Derek Yan, Senior Investment Strategist at KraneShares who focuses on emerging market technology and macro trends. He discusses why US mega‑cap concentration may hide parts of the AI supply chain. He highlights EM strengths in semiconductors, memory and packaging. He explains how a softer dollar can boost EM returns and why diversification into EM tech matters.
Sep 18, 2025 • 52min
Access the AI Revolution — How AGIX Gives Investors Pre-IPO Exposure to AI Unicorns
In this engaging discussion, Derek Yan, Director at KraneShares and lead on the AGIX ETF initiative, reveals how AGIX allows investors to tap into promising private AI companies like Anthropic and xAI. He elaborates on the hybrid ETF design that marries public equities with late-stage private firms, utilizing a unique AI scoring framework to spot genuine innovators. The conversation also dives into the potential of foundational model companies and why enterprise AI might soon eclipse its consumer counterpart in profitability.
Aug 7, 2025 • 29min
The ETF That Owns X.AI and Anthropic — Inside the AI Arms Race with Derek Yan
Derek Yan, the Head of Strategy at KraneShares, provides insights on the groundbreaking AGIX ETF, which invests in private AI powerhouses like X.AI and Anthropic. He explains why KraneShares believes AGI represents the next major tech supercycle and discusses what distinguishes these companies from others in the sector. The conversation also highlights the development of an innovative AI score for assessing potential winners in public markets and explores the transformative impacts of AI technologies on various applications.
