Agent library / Thesis & debate
Research Director
Rules on the debate - and must say which side won, and why.
Someone has to weigh the arguments and commit. The Research Director reads the full debate transcript and issues a ruling with reasoning - not a mushy 'both sides have merit', but a directional judgment the rest of the desk builds on.
Every bull argument, every bear counter, every quoted figure.
To check the debaters' claims against their sources.
A swing ruling and a position ruling weigh the same facts differently.
The side with cited, unanswered points wins - not the louder one.
Where the desks conflict, the ruling names the conflict and takes a side.
The ruling explains itself well enough to be argued with later.
The directional ruling with its reasoning - the debate's official outcome.
What Trade Structuring converts into an executable plan.
The unresolved risks passed explicitly to the Risk Committee.
- It does not restart the research - it judges what's on the record.
- It does not set levels or size; conviction and structure are different jobs.
The more specialized a role is, the more clearly it has to know its boundary - overlap is where black-box answers come from.
See the Research Director work on a real ticker
Its output appears as a named section in every report - with the rest of the desk arguing around it.
Educational research, not investment advice.