Course Lab

    Trust the Students: Ken Long on Co-Creation and Hybrid Learning for Professional Traders

    Ken Long, a 45-year Army veteran and trading educator, shares how co-creation, student-generated artifacts, and true storytelling transformed his distance learning for professional traders.

    Guest: Ken LongUpdated April 2026

    Course Lab

    Interview with Ken Long

    Owner, Tortoise Capital Management

    Interview Summary

    Ken Long has been a soldier in the US Army for 45 years and an educator for most of that time. He co-founded a trading education business 30 years ago and now runs Tortoise Capital Management and the Daily Strategy Training podcast. When COVID forced his teaching online, he discovered that the hybrid distributed format was not just a compromise -- it was actually more powerful than in-person instruction when structured correctly. His approach centers on co-creation with students, menu-style course design, student-generated artifacts, and a technique called true storytelling that builds emotional intelligence alongside technical trading skills.

    Students as Co-Creators, Not Consumers

    Ken's most significant shift was moving from delivering polished content to letting students shape the learning experience. He developed a "menu-style approach" where students self-assess their skill levels across an array of trading and thinking skills, then co-design courses tailored to their actual needs. "What I found is that when you incorporate students in the preparation phase for the actual design of the course, and having them specify what it is that they need, then you can actually tailor the delivery," he explains. He speaks less in the classroom and lets students take more initiative. His accountability partnering program -- small groups of two to four students who work through material informally without him present -- produced what he called their "most popular lesson." Students recorded a peer-to-peer session that was "better than anything I was giving them, if I'm gonna be completely honest." Danny observed that Ken has "really internalized the idea of co-creation with the student and everything that that entails" in a way that many educators talk about but few fully practice.

    "Once you learn to trust the students to do that, boy, it really unleashes the power of the team to learn together. I have become as much a student of what they are teaching as they are a student of mine."

    The Before-During-After Framework for Hybrid Learning

    Ken structures every course around three phases: preparation, classroom, and follow-up. Before class, students do pre-work, self-assessments, and checks on learning that establish a baseline. During class, he builds in time for students to demonstrate mastery, use whiteboards, take the microphone, and create artifacts collaboratively. After class, he follows up in more structured ways than the watercooler conversations that happen naturally in person. "In a live setting you can talk at the coffee machine or linger after the class. That's not always easy online. So you have to build in follow-ups that will allow you to check in with them," he explains. Student-generated artifacts -- short written materials, mind maps, shared files -- have become a central part of his approach. These documents lock in learning and create a growing library of co-created knowledge.

    "I've been studying adult education and distance learning in a military and professional setting for well over 20 years, and I am astonished by just how powerful the distance learning can be, if you know how to structure it and you allow people to explore that space in a safe way."

    True Storytelling and Emotional Intelligence in Technical Fields

    Perhaps the most unexpected element of Ken's trading education is his use of "true storytelling," a technique developed by his doctoral mentor David Boje, the founder of the organizational storytelling discipline. The method leverages indigenous ways of knowing and emotional truth-telling. Ken discovered that the physical separation of online learning actually makes this deeper work easier: "The separation that you get in physical space allows us to feel a little more in control of what we present to new people. I can more carefully control how much of myself I want to reveal until I feel that we are building some collaboration." When he combines true storytelling and emotional intelligence work with technical trading instruction, the results are dramatically better. Professional traders -- people "wrapped pretty tight" who "really want value and know how to manage risk" -- have found that the human factors underlying technical performance are "absolutely essential for developing resiliency and courage and teamwork."

    "A lot of the most powerful stuff that we've done lately is addressing the soft skills -- the emotional intelligence. It turns out those are absolutely essential for developing resiliency and courage and teamwork in the world."

    Ken's Action Steps

    Ken recommends these 3 steps to improve your course planning:

    1

    Invite students to co-design your course

    Give students a self-assessment tool and let them specify what they need before you finalize the curriculum. Ken uses a menu of skills where students rate their current level, then tailors delivery to actual gaps rather than assumed needs. Start small with a pilot group.

    2

    Create accountability partnerships among students

    Encourage students to form small groups of two to four who meet independently to work through material. Ken's students recorded a peer session that became the most popular lesson in the course. Give them structure (interview questions, session format) but let them run it.

    3

    Build student-generated artifacts into your course design

    Assign students to create short written summaries, mind maps, or recorded reflections as part of the learning process. These artifacts lock in learning more effectively than passive consumption and create a shared knowledge base that benefits the entire cohort.

    About Ken Long

    Owner, Tortoise Capital Management

    Ken Long is the owner of Tortoise Capital Management and host of the Daily Strategy Training podcast. He has been a soldier in the US Army for 45 years in various forms and an educator for most of that time. For the past 30 years, he has co-run a trading education business providing solutions to investment professionals worldwide. His doctoral work with David Boje, the founder of organizational storytelling, informs his approach to combining emotional intelligence with technical trading skills in a hybrid online format.

    45-Year US Army Veteran & Educator
    Owner, Tortoise Capital Management
    30+ Years in Trading Education

    Listen to the full episode

    From Course Lab with Abe Crystal & Ari Iny on Mirasee FM

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    Resources & Links

    Topics:
    co-creation
    hybrid learning
    professional education
    trading

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