DiscoverThe Bull of Wall Street#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)
#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)

#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)

Update: 2025-09-08
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Title:
Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing

 

Description:
Are your clients under-allocated to the world’s second-largest economy? KraneShares CEO Jonathan Krane argues China is behaving like a distinct asset class—and many portfolios aren’t built for it.

 

What you’ll learn:

  • Why China’s share of EM could justify EM ex-China + China completion strategies
  • How A-shares, Hong Kong, and U.S. listings fit together in practical ETF allocations
  • Why 2025’s AI and clean-tech surge in China may mirror the U.S. “Magnificent 7” run
  • How sentiment, low local rates, high savings, and targeted policy shifts can fuel flows
  • A realistic path for U.S.–China engagement that balances competition and cooperation
  • Where advisors can find thematic exposure (EVs, batteries, energy storage, biotech, carbon)

Chapters

  • 00:00 – Welcome: Talley Leger & Jim Worden set the table
  • 01:08 – Founding KraneShares: boots-on-the-ground in Shanghai → ETF thesis
  • 05:48 – China as its own allocation: from EM to EM ex-China + China
  • 08:17 – Sentiment shift & 2025 performance: why investors may be caught off guard
  • 13:23 – Efficient access for advisors: core A-shares + thematic building blocks
  • 14:20 – Tech leadership: EVs, batteries, solar, AI, biotech—what scaled first in China
  • 17:18 – Cooperation vs. competition: a pragmatic framework for engagement
  • 23:47 – Infrastructure 2.0 & domestic demand: savings, stimulus, and renewal
  • 26:13 – Clean energy reality: EV adoption, storage, and grid-friendly solutions
  • 29:34 – What KraneShares is watching: AI, humanoid robotics, carbon markets, alts
  • 31:25 – Tokenization: new liquidity pools for “traditional” products
  • 32:16 – Closing thoughts & takeaways for advisor portfolios

Guest: Jonathan Krane, CEO of KraneShares

Hosts: Talley Leger (Chief Market Strategist, WCG) & Jim Worden (CIO, WCG)

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#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)

#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)

The Bull of Wall Street