skinny.

Latest / Market News with Rodney Lake

Episode 78 | From the Fed to Big Tech: Navigating Markets in Early 2026

In Episode 78 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive market update, reviewing year-to-date numbers from the S&P 500 and Nasdaq, current news at the Federal Reserve, and the performance of major holdings in the new year. The discussion explores key market themes including valuation concerns, inflation, and AI-driven developments. Professor Lake highlights Google’s Gemini 3.0 in contrast with AI strategies and competitive positioning across other companies. He also discusses Berkshire Hathaway’s post-Buffett…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.