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

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#FutureOfWork #ThematicInvesting

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