In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving as scrutiny rises and market enthusiasm becomes more selective. From hyperscaler spending and data center economics to market concentration and fading euphoria, Wu explains why investors need to rethink where real AI returns may come from and why the next winners may not be the obvious names. In this episode: – Why massive AI capex is starting t...
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In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving as scrutiny rises and market enthusiasm becomes more selective. From hyperscaler spending and data center economics to market concentration and fading euphoria, Wu explains why investors need to rethink where real AI returns may come from and why the next winners may not be the obvious names. In this episode: – Why massive AI capex is starting t...
Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bull Case
Lead-Lag Live
16 minutes
1 month ago
Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bull Case
International markets are leading and according to DWS’s Aram Babikian, we’re still in the early innings. In part 1 of this Lead-Lag Deep Dive Series, Melanie Schaeffer sits down with Aram to explore why Europe and Japan are gaining momentum, what’s structurally different this time, and how two key XTrackers ETFs, HDEF and DBEF, are positioned for 2025–2026. They break down: - Why Europe, especially Germany, is entering a new era of investment - Japan’s wage growth, inflation stabilization...
Lead-Lag Live
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving as scrutiny rises and market enthusiasm becomes more selective. From hyperscaler spending and data center economics to market concentration and fading euphoria, Wu explains why investors need to rethink where real AI returns may come from and why the next winners may not be the obvious names. In this episode: – Why massive AI capex is starting t...
