The Deep Dive: Consumer Discretionary

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    20 minutes
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Course overview
This podcast explores the consumer staples sector, explaining its defensive characteristics, performance across economic cycles, and role in portfolio construction. It connects market data, company strategy, and macro trends to show how staples differ from discretionary sectors and why they remain critical during volatility.

What's included?

  • 1 podcast
  • Master the defensive backbone of markets—understand how consumer staples protect, stabilize, and anchor investment strategy.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Designed for investors, analysts, and finance learners, this playlist suits those building foundational market knowledge or refining sector-level insights. Ideal for early-career professionals, students, or decision-makers seeking to understand defensive equities, portfolio positioning, and how macroeconomic shifts influence consumer-driven industries.

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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