Transcript
Introduction
Patrick
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, what he calls uncomfortable introspection, and finding the truth. We explore what he means by each of these ideas in some detail.I'm not sure if Khe is capable of lying. He's 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. For show notes, visit investorfieldguide.com/khe. And now please enjoy my conversation with Khe Hy.
This is going to be a conversation that I think about a third or half of the way through, will really start to surprise people. But we're going to start in a comfortable world, which is that of finance and investing. If you could give a 30 second to a minute summary of your career from start to finish in finance, we'll use that as the jump-off point kind of where you are and what you did at a high level.