Khe Hy – Quant Hedge Funds and the Fear of Death - [Invest Like the Best, EP.31]

Khe Hy – Quant Hedge Funds and the Fear of Death - [Invest Like the Best, EP.31]

My guest this week is Khe Hy. Khe has a very interesting, two-part story. We start with Khe's career at Blackrock, where he rose to be one of the youngest MDs at the firm, specializing in quantitative hedge funds. Khe shares his perspective on how the hedge fund landscape has changed and what investors should look for in hedge fund managers in the future. The second part of the story is about Khe's attempt to understand himself. We get into fear, joy, and all that he has learned across several years of introspection and exploration. His lessons coalesce around four key pillars--compassion, stillness, uncomfortable introspection, and finding truth. We explore what he means by each of these ideas in detail. I don’t think that Khe is capable of lying. He is one of the most honest people I've met, for better or worse, and was kind to share both his struggles and moments of clarity on investing and life. With Deep questions about purpose and deep questions about how to evaluate a quant hedge fund, This was my kind of conversation. Please enjoy For comprehensive show notes on this episode go to http://investorfieldguide.com/khe For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

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Avsnitt(604)

Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]

Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]

My guest today is Martin Casado, General Partner at Andreessen Horowitz. Martin has spent three decades building and investing in technology infrastructure. We discuss why traditional approaches to ...

4 Nov 1h 5min

Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smarte...

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Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta b...

20 Okt 57min

David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]

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David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking s...

13 Okt 1h 11min

Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

Andrew Huberman is a neuroscientist and professor at Stanford, the host of the Huberman Lab podcast, and the author of Protocols. Most of our conversation is about where neuroscience goes next. For d...

6 Okt 1h 12min

Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]

Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]

My guest today is Noah Shinn. Noah is the founder of Instinct, a personal assistant that you text, call, or email the same way you would a person. It has its own phone and its own computer, and it can...

28 Sep 1h 11min

Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

Gabe Stengel is the co-founder and CEO of Rogo, the AI platform for finance. He believes the best investors will spend the next several years reinventing their firms around AI, and Rogo is trying to b...

22 Sep 1h 4min

Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

Michael Moritz led Sequoia Capital for nearly two decades and backed some of the defining companies of the internet era. In his new memoir, Ausländer, he turns his attention to his own family, Jewis...

16 Sep 1h 12min

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