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Unlocking the Investment Upside
www.theinvestmentanalyst.com
63 episodes
5 days ago
Join Geoff Robinson, ex-UBS Investment Director and #1 ranked analyst, as he decodes market value in 10-minute micro-episodes. Discover investment opportunities through expert accounting, valuation, and behavioral finance analysis. Perfect for investors seeking an edge in today's markets.
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Business
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All content for Unlocking the Investment Upside is the property of www.theinvestmentanalyst.com and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join Geoff Robinson, ex-UBS Investment Director and #1 ranked analyst, as he decodes market value in 10-minute micro-episodes. Discover investment opportunities through expert accounting, valuation, and behavioral finance analysis. Perfect for investors seeking an edge in today's markets.
Show more...
Business
Episodes (20/63)
Unlocking the Investment Upside
Where Returns Really Come From: Earnings, Multiples, and the Myth of Skill | Episode #60

Equity returns stem from earnings growth and valuation—not luck. Learn how to separate true alpha from market noise in modern investing.

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1 week ago
4 minutes 41 seconds

Unlocking the Investment Upside
Alpha, Beta, and the Real Meaning of Risk | Episode #59

Alpha is scarce, beta is symmetric, and risk is permanent loss—not volatility. Index the core and work the edges where structural inefficiencies persist.

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2 weeks ago
5 minutes 48 seconds

Unlocking the Investment Upside
Skill vs Luck: Building Process Alpha | Episode #58

Primary keywords “Skill,” “Luck,” “Process,” “Alpha” match finance search intent; concise, descriptive, no special characters. Description front-loads value proposition (separate edge from chance), mentions hosts, and promises actionable tactics (sizing, persistence).

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1 month ago
6 minutes 7 seconds

Unlocking the Investment Upside
Markets Shape Reality: The Hidden Feedback Loops Driving Our World | Episode #57

Markets don’t just reflect reality—they shape it. Explore feedback loops, reflexivity, and the forces that turn perception into economic truth.

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1 month ago
6 minutes 2 seconds

Unlocking the Investment Upside
Credibility is Currency in Modern Markets | Episode #56

Trust moves markets faster than data. Geoff and James reveal how to build the credibility premium that sets top analysts apart.

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1 month ago
4 minutes 47 seconds

Unlocking the Investment Upside
Market Breadth: Sentiment Signals Beneath the Surface | Episode #55

Market highs can mislead. Geoff and James unpack breadth indicators—A/D Line, moving averages, equal-weight indices—to show how sentiment truly works.

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2 months ago
6 minutes 35 seconds

Unlocking the Investment Upside
Profit vs. Cash Flow: The Analyst’s Blind Spot | Episode #54

Profits can mislead. Geoff and James reveal why only cash flow tells the real story for investors.


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2 months ago
5 minutes 52 seconds

Unlocking the Investment Upside
Fiscal Dominance: What It Means for Investors | Episode #53

Geoff and James unpack fiscal dominance, its impact on markets, and what investors must watch in this new policy era.

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2 months ago
5 minutes 59 seconds

Unlocking the Investment Upside
Market Signals Explained: A Dual-Framework Approach | Episode #52

Geoff and James break down how investors can combine technical and macro signals for smarter market analysis

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2 months ago
6 minutes 30 seconds

Unlocking the Investment Upside
Tracking Market Breadth for Smarter Investing | Episode #51

Geoff and James reveal how market breadth signals can sharpen your investment strategy and spot turning points early.

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2 months ago
6 minutes 3 seconds

Unlocking the Investment Upside
Social Reflexivity: How Crowd Feedback Moves Markets | Episode #50

Discover how social-driven feedback loops push markets beyond fundamentals. Geoff Robinson & James unpack the Social Reflexivity Index.

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3 months ago
6 minutes 30 seconds

Unlocking the Investment Upside
Private Equity's IRR Illusion: What's Really Behind 25%+ Returns? | Episode #49

Private equity boasts 25% IRRs — but the math doesn’t add up. Geoff and James break down how IRR misleads and what it means for investors.

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3 months ago
6 minutes 2 seconds

Unlocking the Investment Upside
Thinking Like a Top Analyst: Beyond Binary Logic | Episode #48

What makes an analyst exceptional? Geoff and James unpack the four levels of analyst thinking, from binary to integrative, with real investment insights.

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3 months ago
7 minutes 14 seconds

Unlocking the Investment Upside
AI vs. Labor: Modeling Value When Algorithms Replace Analysts | Episode #47

AI changes how firms create value. Geoff and James break down SG&A shifts and margin risk in the age of non-human productivity.

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3 months ago
6 minutes 9 seconds

Unlocking the Investment Upside
Valuing Fear: What the Israel–Iran Shock Teaches Us | Episode #46

Markets moved fast on Israel–Iran tensions. Geoff and James break down how geopolitical shocks reshape valuations and why analysts must model fear, not just cash flows.

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4 months ago
7 minutes 16 seconds

Unlocking the Investment Upside
Decode Downgrades: What “Neutral” Really Means | Episode #45

Downgrades rarely say what they mean. Geoff & James decode analyst language to uncover real market signals hidden in research reports.

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4 months ago
6 minutes 58 seconds

Unlocking the Investment Upside
Why Single Point Forecasts Are Dangerous in Finance | Episode #45

Single point estimates look precise—but they’re dangerously misleading in financial modeling. In this podcast, we explore why relying on one number—one EPS figure, one DCF value, one synergy assumption—can backfire badly.

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4 months ago
6 minutes 16 seconds

Unlocking the Investment Upside
Deal Value Creation in M&A: Matching What You Pay to What You Get | Episode #44

Most M&A models overvalue synergies by discounting them at WACC. Geoff and James explain why cost of equity is the real hurdle—and how Buffett saw it coming

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4 months ago
10 minutes 7 seconds

Unlocking the Investment Upside
Proxy Advisors & Voting Power: Friend or Foe to Investors? | Episode #43

Proxy firms shape billions in investor votes—but do they help or hurt the process? Geoff and James dive into proxy season, ISS, Glass Lewis, and what investors should know.

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5 months ago
6 minutes 5 seconds

Unlocking the Investment Upside
Mosaic Theory Explained: Gaining the Information Edge in Investing | Episode #42

Learn how Mosaic Theory empowers investors to synthesize data legally for sharper investment decisions. Discover practical strategies!

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5 months ago
5 minutes 57 seconds

Unlocking the Investment Upside
Join Geoff Robinson, ex-UBS Investment Director and #1 ranked analyst, as he decodes market value in 10-minute micro-episodes. Discover investment opportunities through expert accounting, valuation, and behavioral finance analysis. Perfect for investors seeking an edge in today's markets.