The Beta Breakdown: Bloomberg, R-Squared, and Market Risk Demystified
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
1 hour
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Course overview
This playlist explores the analytical foundations and limitations of CAPM and beta-based risk modeling. It critically assesses the enduring reliance on CAPM in valuation, unveils Bloomberg’s beta estimation process, and evaluates adjusted versus raw beta metrics. Key videos tackle advanced topics such as R-squared, the standard error of beta, and alternative models beyond CAPM.
Designed for investment analysts and finance professionals, the series equips viewers with practical insights into beta decomposition, market risk interpretation, and the implications for equity valuation and portfolio strategy.
Designed for investment analysts and finance professionals, the series equips viewers with practical insights into beta decomposition, market risk interpretation, and the implications for equity valuation and portfolio strategy.
What's included?
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8 videos
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Decode CAPM, beta, and beyond—master the metrics that shape modern investment decisions.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
Ideal for investment analysts, CFA candidates, and finance students, this playlist is for anyone aiming to strengthen their grasp of beta, CAPM, and statistical measures like R-squared. It bridges theory and practice with clear explanations and real-world applications relevant to valuation, portfolio strategy, and risk assessment.
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.