In short: ETF Edge with KraneShares CIO Brendan Ahern — the issuer, not the committee (30:33–31:46). Heavy call buying and open interest into the Xi–Trump summit: "people are expecting a potentially a better than anticipated outcome." He notes MSCI's China is 80% Hong Kong, which is having a rough year, while mainland AI chip names are up 31%.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.