The Deep Dive: Aerospace and Defence

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    20 minutes
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Course overview
This podcast explores the structure, economics, and future direction of the global aerospace and defence sectors. It covers commercial aviation backlogs, defence modernisation, AI and autonomous systems, satellite and lunar markets, regulatory frameworks, supply chain resilience, and the specialist financial metrics used to analyse performance across these strategically important industries.

What's included?

  • 1 podcast
  • Understand how aerospace and defence is being reshaped by industrial scale, military modernisation, frontier technology, and a new era of strategic competition.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Designed for investors, analysts, strategy professionals, and advanced learners, this playlist is for anyone seeking a clearer understanding of aerospace and defence markets. It suits those evaluating industry trends, investment opportunities, financial performance, or policy risk, and those building sector knowledge across aviation, defence technology, and space infrastructure.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #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. He brings this passion to TheInvestmentAnalyst.com. 
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