Last fall, I sat down with a fellow former hedge fund of funds professional Khe Hy, who left the business a few years ago and has developed a fascinating media platform around introspection, self-awareness, and self-development. Certainly a set of characteristics we don’t normally associate with folks in the asset management business.
Khe interviewed me about my career path and some lessons I’ve learned about people, business, and life. With his permission, I am sharing the conversation to allow you to learn more about the perspective that I bring to the conversations on Capital Allocators.
If you like the subject matter, I’d encourage you to check out Khe’s podcast, entitled Rad Awakenings, available on iTunes or his website, radreads.co.
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Show Notes
1:53 – Ted’s time with Dave Swensen
2:40 – How did Ted get the job not knowing about stocks
3:56 – The start of Ted’s time at Protégé
5:27 – How did Ted view the world as someone picking managers vs someone picking stocks
9:01 – Early days at Protégé
10:36 – Attributes that Ted tried to unpack about individuals
13:18 – Understanding a team’s intrinsic vs extrinsic motivations
15:03 – How much of investing is about true skill vs being on the right side of a market trend
17:06 – What did Ted learn about greed during the bull market run of the early 2000’s
20:00 – The ego, envy and entitlement of financial professionals
22:36 – The potential to hit a high-water mark and never feeling satisfied
28:20 – Loving what you do despite the financial windfall
32:50 – Would Ted have the same passion for the markets if he hit the proverbial lottery
34:36 – The feeling of financial survival and what would happen if Ted didn’t have it
37:24 – Citizen Schools
38:41 – How to stop caring about other people’s perception of you
40:46 – Most underrated attribute of Ted that he has discovered in his reinvention
41:53 – Times Ted’s resilience was tested
43:08 – Ted on Invest Like the Best Podcast
43:10 – Hero's Journey Foundation
45:02 – What does higher education and first jobs look like for the next generation given the digital changes in society
49:20 – Do millennials have less upward mobility then past generations
49:43 – The Premium Mediocre Life of Maya Millennial
52:09 – Follow and learn more about Ted at capitalallocatorspodcast.com
57:41 – Closing questions with special guest interviewers