Talk Your Book: Public & Private Opportunities in AI
KraneShares COO Jonathan Shelon, CFA joined Ben Carlson and Michael Batnick on the Animal Spirits: Talk Your Book podcast to discuss AGIX, the KraneShares Artificial Intelligence & Technology ETF. Jonathan explained how AGIX goes beyond the “Magnificent 7”* to capture the broad AI value chain, spanning hardware, infrastructure, and applications, while incorporating direct private-company exposure to AI companies like Anthropic and xAI. He also shared insights on the evolution from digital to embodied AI, highlighting KraneShares’ broader innovation in the space through strategies like KOID, the first US-listed ETF, according to Bloomberg, focused on humanoid and embodied AI.
The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed or sold, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please click here.
A balanced evaluation of both risks and potential rewards is essential when considering any investment. This material does not constitute a forecast or guarantee of future performance.
This podcast contains Jonathan Shelon’s and the speakers' opinions. It is provided for informational purposes and should not be regarded as investment advice or a recommendation of specific securities. Holdings are subject to change. Securities mentioned do not make up the entire portfolio and, in the aggregate, may represent a small percentage of the fund.
For AGIX standard performance, top 10 holdings, risks, and other fund information, please click here.
For KOID standard performance, top 10 holdings, risks, and other fund information, please click here.
*The Magnificent 7 companies are Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla.




