Shows / Market News with Rodney Lake
Market News with Rodney Lake
Market News with Rodney Lake is the leading university-run finance podcast, combining rigorous academic analysis with real-world investing. Hosted by Rodney Lake, a finance professor and director of the George Washington University Investment Institute (GWII). Professor Lake delivers weekly breakdowns of companies in the GWII’s student-managed funds.
The podcast features guests from rising students and faculty to experienced professionals, offering insight into macro trends, stock analysis, and…
Episodes
- Market News with Rodney Lake
Episode 108 | Amazon's AI Spending Boom: Growth, Risks, and Valuation
In Episode 108 of Market News with Rodney Lake, Professor Lake, director of the GW Investment Institute, examines Amazon's business performance, expanding AI…
- Market News with Rodney Lake
Episode 107 | The AI Bottlenecks: Memory, Chips, and Power
In Episode 107 of “Market News with Rodney Lake”, Professor Lake, director of the GW Investment Institute, examines the growing bottlenecks in AI…
- Market News with Rodney Lake
Episode 106 | Q3 2026 Market Review: Stocks, Bonds, and the Fed
In Episode 106 of “Market News with Rodney Lake”, Professor Lake, director of the GW Investment Institute, reviews the performance of financial markets through…
- Market News with Rodney Lake
Episode 105 | Marvell’s Growing Role in the AI Infrastructure Boom
In Episode 105 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines Marvell Technology and its growing role in…
- Market News with Rodney Lake
Episode 104 | Can AMD Gain Ground on Nvidia?
In Episode 104 of Market News with Rodney Lake, Professor Lake takes a closer look at AMD and its growing position in the AI and data center market. He…
- Market News with Rodney Lake
Episode 103 | Micron’s AI Memory Boom and What Comes Next
In Episode 103 of “Market News with Rodney Lake,” Professor Lake takes a deep dive into Micron Technology and its growing role in the AI infrastructure…
- Market News with Rodney Lake
Episode 102 | Apple’s New Foldable Phone and Future Under John Ternus
In Episode 102 of “Market News with Rodney Lake,” Rodney Lake takes a look at Apple following the release of the iPhone 18 and Apple’s new folding phone, while…
- Market News with Rodney Lake
Episode 101 | Nvidia’s Blockbuster Earnings and What’s Next
In Episode 101 of “Market News with Rodney Lake,” Professor Lake kicks off Season 5 with a deep dive into Nvidia following its latest earnings report. He…
- Market News with Rodney Lake
Episode 100 | SpaceX Is Public. Here's What You Need to Know.
In Episode 100 of “Market News with Rodney Lake,” Professor Lake celebrates the podcast's milestone 100th episode before delivering a comprehensive analysis of…
- Market News with Rodney Lake
Episode 99 | Mid-Year Market Update: AI, Big Tech, and Space
In Episode 99 of “Market News with Rodney Lake,” Professor Lake provides a comprehensive mid-year market update, highlighting the strong performance of the S&P…
- Market News with Rodney Lake
Episode 98 | The Hinman Economic Report: Consumer Resilience, IPOs, & Oil Prices
In Episode 98 of Market News with Rodney Lake, Rodney Lake welcomes GW Investment Institute Chief Economist Kathleen Hinman for the latest Kathleen Hinman…
- Market News with Rodney Lake
Episode 97 | A Conversation with Mark Hughes on the Art of Not Losing Money
In Episode 97 of “Market News with Rodney Lake,” Professor Lake sits down with veteran investor and research director at Lafayette Investments, Mark Hughes, to…
- Market News with Rodney Lake
Episode 96 | Constellation Energy is Powering the AI Revolution
In Episode 96 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Constellation Energy, one of the largest…
- Market News with Rodney Lake
Episode 95 | Broadcom’s Role in the Future of AI
In Episode 95 of Market News with Rodney Lake, Professor Lake, director of the GW Investment Institute, analyzes Broadcom, highlighting the company’s central…
- Market News with Rodney Lake
Episode 94 | Why AppLovin is Gaining Attention on Wall Street
In Episode 94 of Market News with Rodney Lake, Professor Lake, director of the GW Investment Institute, analyzes AppLovin, highlighting the company’s rapid…
- Market News with Rodney Lake
Episode 93 | AI, Oil Prices, and Q1 Earnings in May 2026
In Episode 93 of Market News with Rodney Lake, Professor Lake, director of the GW Investment Institute, provides a broad market and economic overview amid…
- Market News with Rodney Lake
Episode 92 | Apple’s Future Under a New CEO
In Episode 92 of Market News with Rodney Lake, Professor Lake, director of the GW Investment Institute, discusses Apple’s leadership transition from Tim Cook…
- Market News with Rodney Lake
Episode 91 | Global Tensions and Tech Innovation Driving Today’s Markets
In Episode 91 of Market News with Rodney Lake, Professor Lake, director of the GW Investment Institute, covers broad market headlines, including the…
- Market News with Rodney Lake
Episode 90 | TSMC’s Business Strategy and Global Expansion
In Episode 90 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, evaluates Taiwan Semiconductor (TSM), highlighting…
- Market News with Rodney Lake
Episode 89 | A Conversation with Oscar Pulido on Working in Asset Management and Emerging Market Trends
In Episode 89 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes Oscar Pulido, Global Head of Product…
- Market News with Rodney Lake
Episode 88 | Q1 Check-In for Big Tech
In Episode 88 of “Market News with Rodney Lake,” Professor Lake delivers a check-in on several of the Big Tech companies, including Nvidia, Tesla, Alphabet…
- Market News with Rodney Lake
Episode 87 | Building a Career in Finance: Insights from Students in the GW Investment Institute
In Episode 87 of “Market News with Rodney Lake,” recorded at the GW Investment Institute (GWII) Annual Conference 2026, Professor Lake hosts a student panel…
- Market News with Rodney Lake
Episode 86 | The Hinman Economic Report: Oil, Inflation, & Pressure on the Global Economy
In Episode 86 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, and Kathleen Hinman, Chief Economist at the GW…
- Market News with Rodney Lake
Episode 85 | Geopolitics, AI, and Where the Market Goes Next
In Episode 85 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, delivers a broad market update, discussing how…
- Market News with Rodney Lake
Episode 84 | A Conversation with Michael Lipitz on the Changing Business of College Athletics
In Episode 84 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, speaks with Michael Lipitz, Associate Vice President…
- Market News with Rodney Lake
Episode 83 | CrowdStrike Sells Off. Where Does Cybersecurity Fit in the AI Era?
In Episode 83 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides a deep-dive analysis of CrowdStrike…
- Market News with Rodney Lake
Episode 82 | Big Questions for Big Tech Amidst Market Uncertainty
In Episode 82 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines year-to-date performance across major…
- Market News with Rodney Lake
Episode 81 | Microsoft’s Investment Value Beneath Recent Sell-Off
In Episode 81 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, assesses Microsoft, as current news highlights the…
- Market News with Rodney Lake
Episode 80 | Inside the Mag 7: Who is Really Spending to Win?
In Episode 80 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers an analysis of the Magnificent Seven as…
- Market News with Rodney Lake
Episode 79 | Professor Lake’s Hot Takes for AI Investment Tools
In Episode 79 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, shares his “hot takes” on AI’s role in the markets…
- 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…
- Market News with Rodney Lake
Episode 77 | A Conversation with Professor Patrick Hall on Leading AI Strategy in Academia
In Episode 77 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes GW School of Business (GWSB) Professor…
- Market News with Rodney Lake
Episode 76 | A Conversation with Evan Vanderveer on Global, Long-Term Investment Strategy
In Episode 76 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, invites Evan Vanderveer, GW alum and Managing Partner…
- Market News with Rodney Lake
Episode 75 | The Hinman Economic Report: GDP Growth, Inflation, and Housing Market Heading into 2026
In Episode 75 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute (GWII), welcomes GWII Chief Economist and Program…
- Market News with Rodney Lake
Episode 74 | A Conversation with Sofia Cruz on Experiential Learning in Finance
In Episode 74 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes GW School of Business student and Stock and…
- Market News with Rodney Lake
Episode 73 | Investing in AI: 2025’s Leading U.S. AI Stocks
In Episode 73 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive overview of the nine leading…
- Market News with Rodney Lake
Episode 72 | Equity Strength, Energy Shifts, and Investment in “Trump Accounts”
In Episode 72 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, covers the equity markets, interest rates, energy…
- Market News with Rodney Lake
Episode 71 | Google’s Resilience in the AI Era
In Episode 71 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, reevaluates Alphabet (Google) through the BMPB…
- Market News with Rodney Lake
Episode 70 | AI Deals, Market Momentum, and the 10-Year
In Episode 70 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive market update, highlighting…
- Market News with Rodney Lake
Episode 69 | Earnings Season Highlights from Alphabet, Microsoft, and Berkshire Hathaway
In Episode 69 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines earnings from Alphabet, Microsoft, and…
- Market News with Rodney Lake
Episode 68 | Q3 Earnings Digest on Apple, Amazon, and Tesla
In Episode 68 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, recaps the 2025 Q3 earnings for Apple, Amazon, and…
- Market News with Rodney Lake
Episode 67 | Market Resilience Amidst the Government Shutdown
In Episode 67 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides a broad market update amid the ongoing…
- Market News with Rodney Lake
Episode 66 | Why Taiwan Semiconductor Leads the Industry
In Episode 66 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides an updated analysis of Taiwan Semiconductor…
- Market News with Rodney Lake
Episode 65 | Market Reactions to the Government Shutdown, Amazon Outage, and Earnings Season
In Episode 65 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, shares market updates on the government shutdown…
- Market News with Rodney Lake
Episode 64 | Global AI Momentum: What Alibaba Reveals About China’s Strategy
In Episode 64 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers an analysis of Alibaba, one of China’s…
- Market News with Rodney Lake
Episode 63 | Q3 Market Recap: From the AI Race to Data Centers in Space
In Episode 63 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides a market update as the third quarter of 2025…
- Market News with Rodney Lake
Episode 62 | A Conversation with Dean Sevin Yeltekin on AI, Adaptability, and Leadership
In Episode 62 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes Sevin Yeltekin, the new dean of the GW…
- Market News with Rodney Lake
Episode 61 | Is Qualcomm a Value Play or a Value Trap?
In Episode 61 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Qualcomm (QCOM), a GWII portfolio holding…
- Market News with Rodney Lake
Episode 60 | The Race is On: AI, Semiconductors, and Space
In Episode 60 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, reviews broad market trends, including strong…
- Market News with Rodney Lake
Episode 59 | Can John Deere Emerge as a Tech Company?
In Episode 59 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides a detailed analysis of John Deere’s…
- Market News with Rodney Lake
Episode 58 | Why Palo Alto Networks’ Acquisition Matters for Investors in the Cybersecurity Industry
In Episode 58 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Palo Alto Networks, a leading cybersecurity…
- Market News with Rodney Lake
Episode 57 | Tesla as a Must-Watch Investment in AI, Energy, and Automation
In Episode 57 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Tesla, a small but significant holding in…
- Market News with Rodney Lake
Episode 56 | Can Apple Catch Up in the AI Race? A Key Question for Investors
In Episode 56 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, revisits Apple, one of the first companies purchased…
- Market News with Rodney Lake
Episode 55 | CPI, Tariffs, and AI Disruption: Navigating Market Shifts in August 2025
In Episode 55 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, opens a conversation on broader market trends. The…
- Market News with Rodney Lake
Episode 54 | Inside Adobe’s Investment Value: AI Competition, Slow Growth, and Strong Margins
In Episode 54 of "Market News with Rodney Lake," Professor Lake, director of the GW Investment Institute, analyzes Adobe, a digital experience…
- Market News with Rodney Lake
Episode 53 | Behind the Magic: Understanding the Business of Disney
In Episode 53 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, assesses Disney’s investment value and future…
- Market News with Rodney Lake
Episode 52 | From Ads to AI: Meta’s Strategic Shift for Investors and Analysts
In Episode 52 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, offers a comprehensive analysis of Meta, an ad-driven…
- Market News with Rodney Lake
Episode 51 | ServiceNow in the Age of Agentic AI: Financials and Forward Strategy
In Episode 51 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, starts season 3 with an in-depth analysis of…
- Market News with Rodney Lake
Episode 50 | Roper Technologies: Can Management Deliver on Margin Expansion?
In Episode 50 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, analyzes Roper Technologies, an industrial operator…
- Market News with Rodney Lake
Episode 49 | Evaluating Xylem: Growth, Margins, and Management in Transition
In Episode 49 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, explores Xylem, a water technology company that…