Jonathan Shelon
Chief Operating Officer at KraneShares and lead for the AJAX ETF; appears to discuss KraneShares' AI-focused ETFs, private-company inclusion in ETFs, and the firm's AI investment framework.
Best podcasts with Jonathan Shelon
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14 snips
Nov 10, 2025 • 35min
Talk Your Book: Public & Private Opportunities in AI
Jonathan Shelon, COO at KraneShares and leader behind AJAX ETFs, dives into the burgeoning AI investment landscape. He discusses the innovative inclusion of private companies in ETFs to capture foundational AI models. Shelon also compares today’s AI trends to the dot-com era, emphasizing sustainable revenue growth in the sector. The conversation covers the fund's diverse portfolio strategies and highlights key players like NVIDIA and ASML, while exploring the future of AI, from hardware to humanoid robotics.
May 26, 2025 • 48min
Unlocking China's Potential Through Covered Calls
In this engaging discussion, Jonathan Shelon, COO of KraneShares, highlights the rise of covered call strategies in today’s unpredictable markets. He explains how KLIP, an ETF focused on Chinese internet stocks, manages to generate monthly yields of 3-5%. Shelon emphasizes the benefits of diversifying with Chinese equities, which have appealing valuations compared to U.S. markets. He also explores the vital differences in market cycles between the U.S. and China, offering insights for investors looking to optimize income through international assets.
