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You can’t spell income without INCM

Today's Talk Your Book is sponsored by KraneShares:

• See here for more information on KraneShares and AGIX

On today’s show, we discuss:

• How the collaboration between KraneShares and ETNA Capital bridges institutional ETF experience with deep, AI-native insight

• The importance of private and international names to AGIX's strategy

• The role of hardware, infrastructure, and application in AI's glidepath

• What the transition from digital to physical AI will look like

• Are we in an AI bubble, or are we just getting started?

• What are the "picks and shovels" plays of the AI boom?

• How a fair value is determined for private investments using secondary markets

• How KraneShares obtains direct shares of private companies

• What the exit strategy looks like for private holdings

Animal Spirits:

Charts:

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