08 Aug 2025
39m

Humanoid Robot ETFs: Positioning for the Next Tech Revolution

Podcast cover

ETF Spotlight

In this episode of ETF Spotlight, host Neena Mishra discusses Humanoid Robot ETFs with Dave Maza, CEO of Roundhill Investments, and Derek Yan, Senior Investment Strategist at KraneShares. The discussion covers the Roundhill Humanoid Robotics ETF (HUMAN) and the KraneShares Global Humanoid and Embodied Intelligence ETF (KOID), exploring the inspiration behind these ETFs, the definition of humanoid robots and embodied intelligence, real-world use cases, and the selection process for companies included in the ETFs. The guests also address the challenges of investing in niche areas and how their respective ETFs differentiate themselves from other robotics and AI-focused ETFs in the market.

Outlines

Part 1: Introduction and Market Overview

Part 2: ETF Portfolio and Company Analysis

Part 3: KraneShares' Perspective and Strategy

Part 4: Investment Considerations and Conclusion

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