Скачать или смотреть Point72 Analyst - Stock Investing Masterclass

Learn a lot more from Thomas and top Portfolio Managers from Millennium, Citadel, Viking, Point72: https://www.phoenixlearning.io

Thomas Li was a research analyst at Point72, having joined right after college and been part of the Point72 Academy. He covered TMT there for a couple of years before moving to his PM's newly-founded fund KCL Capital, where he was an analyst and a partner. Thomas has also covered TMT Credit & Equity at Angelo, Gordon & Co. Thomas now runs Daloopa, which is an AI modeling co-pilot for financial institutions.


Section 1.
00:00 Background and coverage
01:32 What is it like being an analyst at a multimanager?
04:03 Idea generation deep dive
08:07 PnL breakdown explained

Section 2.
09:33 Key narratives for a stock: bucketing the buy-side, mgmt, sell-side
13:26 Market neutrality
20:05 Knowledge of risk and factors as a more senior analyst
22:37 Pitching

Section 3.
26:07 Systematic strategies breakdown
29:17 How do systematic strategies affect stock prices?
31:44 Are most stock moves fundamental?

Section 4.
33:13 Should you join a smaller or larger hedge fund?
35:35 What skills do you need to work at a hedge fund?
38:12 The impact of AI on businesses vs stocks
40:02 What parts of your process should you automate using AI?