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Today’s Talk Your Book is sponsored by KraneShares:
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See here for more information on KraneShares and AGIX
On today’s show, we discuss:
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How the collaboration between KraneShares and ETNA Capital bridges institutional ETF experience with deep, AI-native insight
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The importance of private and international names to AGIX’s strategy
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The role of hardware, infrastructure, and application in AI’s glidepath
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What the transition from digital to physical AI will look like
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Are we in an AI bubble, or are we just getting started?
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What are the “picks and shovels” plays of the AI boom?
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How a fair value is determined for private investments using secondary markets
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How KraneShares obtains direct shares of private companies
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What the exit strategy looks like for private holdings
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