-
Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
30 minutes
Write your awesome label here.
Course overview
This playlist focuses on applying commodity knowledge in real-world contexts. It explores allocation frameworks, corporate hedging strategies, and how different commodities behave in portfolios. It also examines structural demand shifts, such as central bank gold buying, and how valuation differs across commodities like gold and copper.
What's Included?
-
4 videos
-
Turn commodity knowledge into actionable investment strategy and portfolio insight.
-
Insights from a #1 ranked data-driven analyst
Who is this for?
Ideal for analysts, portfolio managers, and advanced learners looking to apply commodity insights in practice. Suitable for those with foundational knowledge who want to understand allocation decisions, hedging strategies, and how different commodities function within portfolios and macroeconomic frameworks.
Why is this important?
Each programme is structured as a clear, chronological playlist, guiding you through concepts step by step so you can build understanding properly. Learn at your own pace, revisit material when needed, and develop skills in a logical sequence designed to support long-term mastery.
Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 10x #1 ranked analysts EMEA Institutional Investor Survey.
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner.






