The Balanced Equation:
Understanding Consistent Financial Narratives

  • Author:
    Geoff Robinson
  • Level: 
    Early to mid-career
  • Study time:
    2-3 hours
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Course overview
Welcome to "The Balanced Equation: Understanding Consistent Financial Narratives." In the world of finance and accounting, balance sheets aren't just columns of numbers—they're intricate tales of assets, liabilities, and equity, each telling its part of a company's financial story.

As you journey through this playlist, you'll discover the art and science behind these stories, unraveling the mysteries of why balance sheets must, in fact, balance. With each video, we'll delve deeper into the layers of financial narratives, ensuring that by the end, you'll be equipped to read, understand, and weave your own tales of fiscal balance.

Whether you're a budding entrepreneur, an aspiring investment analyst, or simply a curious mind, this series promises to enlighten, educate, and engage. Let's begin!

"The Balanced Equation: Understanding Consistent Financial Narratives"  is available as part of our Premium Plus subscription package - sign up for a free 14-day trial

What's included?

  • Dive deep into the art and science of balance sheets and their role in financial storytelling
  • Building consistent investment theses
  • 15 videos

Who should watch this playlist? 

"The Balanced Equation: Understanding Consistent Financial Narratives" playlist is ideal for budding entrepreneurs, accounting students, financial professionals in need of a refresher, and investors aiming to hone their analytical prowess. Furthermore, managerial staff without a finance background and anyone curious about the stories behind numbers will find this series enlightening. In short, if you're keen on deciphering the tales that financial figures tell, this playlist is a must-watch.


 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.

Geoff Robinson

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
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 8x 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