AI Stocks: Here’s How to Invest | Derek Yan of KraneShares
Derek Yan thinks 10,000 AI companies are coming, and you’d better invest now because AI will keep getting bigger and bigger. Derek is in charge – as much as an individual can be “in charge” of an ETF – of the KraneShares Artificial Intelligence and Technology ETF (Nasdaq: AGIX), which holds about 40 companies.
Derek joined me to talk about why he thinks it’s not too late to invest in AI, why he expects more winners than losers from the AI investment theme, how he differentiates AI companies from Big Tech companies that happen to use AI, smart and dumb ways to invest in AI, and more.
Granted, it may be Derek’s job to be positive on AI, and I expect a lot of failures to accompany the AI successes, but in my view, most of the failures happen with smaller companies and private markets, meaning that by the time companies become publicly traded, they’re de-risked quite a bit. The downside? We’ve got very few pure-play publicly traded AI companies, so methods of investing in AI via public markets are rather diffuse (which is good and bad).
If you’re at all interested in AI investing, I think you’ll enjoy our chat. Just click here or the image below to watch.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. Neither the author nor BBAE has a position in any investment mentioned.
