---
name: expert-monitor
description: Daily monitoring of investment experts (Zoltan Pozsar, Ray Dalio, Michael Burry, Rick Rule, Peter Schiff). Searches for new interviews/videos, extracts unique theses, and maintains a dated registry.
---

# Expert Monitor Skill

## Workflow

1. **Search Phase:**
   - Use `web_search` with query: `[Expert Name] interview OR video after:2026-02-01` (adjust date to last 24h).
   - Target YouTube, finance news (Bloomberg, CNBC, Real Vision, etc.).

2. **Content Retrieval:**
   - For YouTube: Use `browser` to open the video and look for transcripts.
   - For Articles: Use `web_fetch`.

3. **Analysis & Extraction:**
   - Extract core theses from the text.
   - For each thesis, identify:
     - Date of statement.
     - Specific claim/argument.
     - Context (e.g., "regarding Fed policy").

4. **De-duplication & Update:**
   - Load `investments/data/theses.json`.
   - Compare new theses with existing ones using semantic similarity.
   - If a thesis is new or represents a significant change in opinion:
     - Add to `theses.json`.
     - Update `investments/people/[Expert].md`.

5. **Reporting:**
   - Summarize findings in a telegram message.

## Experts List
- Zoltan Pozsar
- Ray Dalio
- Michael Burry
- Rick Rule
- Peter Schiff