Research: How the Pros Do It - Peter Boockvar and Brent Donnelly
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 16 March 2024
⏱️ 44 minutes
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| 0:00.0 | Hi, on the 5th and 6th of June 2024, I'll be speaking at the largest AI events in Asia, |
| 0:06.7 | Super AI in Singapore, and the iconic Marina Bay Sands. Alongside, alongside brilliant minds like Edward Snowden, Benedict Devon and |
| 0:15.4 | Balaji Shrinovasan, I'll be on a stage exploring the extraordinary potential of AI and |
| 0:21.2 | the profound change it represents not just for financial markets |
| 0:24.7 | but also for the world as we know it. With over 5,000 attendees and over 150 side |
| 0:31.4 | events Singapore will become a vibrant hub for a full week from the 3rd and 9th of June. |
| 0:37.0 | Visit super AI.com to register and join me with 20% off ticketstickets using the code Real Vision. |
| 0:44.0 | Use the link in the description, |
| 0:46.0 | and I'll see you there. It's going to be incredible. Hi everyone. Welcome to the second installment of our series Research Like the |
| 1:01.5 | Prose with me today Brent Donn, president of Spectra Markets and |
| 1:05.0 | Peter Bookvar, CIO of Bleakley Financial Group. Hello, gentlemen. |
| 1:09.8 | Hi Maggie. Hi Brent. |
| 1:12.4 | Hey, Peter. How you doing? Thanks for being with us. So, you know, we've been talking when you've been both been on, you know, over the course of really a good part of last year and into the new year that this is a really tough at that time's confusing investing environment we're in, right? There's a lot of noise, a lot of conflicting signals, just people are really unsure, hard to see into the future. |
| 1:38.0 | So we wanted to take the opportunity this week to take a step back and talk about the process and thinking |
| 1:44.8 | that goes into the great analysis that you both do and help we help our viewers |
| 1:49.1 | feel a little bit more confident about how they can use research to be smarter investors and maybe to deal with some of this |
| 1:55.8 | sort of anxiety and uncertainty we all feel. So we're so pumped that you could be with us. It's a little different, |
| 2:01.5 | right? We're used to meeting on the daily briefing, but I think this is going to be really fun. So why don't we start out with each of you talking a little bit about your origin story, I guess? When did you go from just being a market participant to actually kind of building your own framework and and an kind of an operating system and operating operating research system, if you will. |
| 2:23.6 | Brent, why don't you kick us off? |
| 2:24.7 | When, do you remember when you kind of made that switch? |
| 2:27.4 | Well, I do because when I started in the business, |
| 2:29.9 | I was a market maker and it was very flow oriented so there wasn't really much of a |
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