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 48 | Exploring Industrials: A Breakdown of Emerson Electric
In Episode 48 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, discusses Emerson Electric as the company is critical…
- Market News with Rodney Lake
Episode 47 | Brewing Trouble? A Look into Starbucks' Slowing Growth
In Episode 47 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, focuses on Starbucks’ business model, financial…
- Market News with Rodney Lake
Episode 46 | May 2025 in Focus: Improving Trade Relations and AI’s Impact on Big Tech
In Episode 46 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, highlights key macroeconomic updates, including…
- Market News with Rodney Lake
Episode 45 | A Taste of Coca-Cola’s Financial Profile
In Episode 45 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, provides an in-depth analysis of Coca-Cola’s current…
- Market News with Rodney Lake
Episode 44 | Buffett Steps Down: What’s Next for Berkshire Hathaway?
In Episode 44 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, discusses the transition at Berkshire Hathaway…
- Market News with Rodney Lake
Episode 43 | A Conversation with Laura Null on Student Investing and Risk Management
In Episode 43 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute (GWII), interviews Laura Null, a graduating senior…
- Market News with Rodney Lake
Episode 42 | Markets in Motion: Understanding Today’s Market for Long-Term Investors
In Episode 42 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, provides a broad overview of current market…
- Market News with Rodney Lake
Episode 41 | A Conversation with Greg Wong, from Code to Capital
In Episode 41 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, welcomes Greg Wong, GW alum and advisory board member…
- Market News with Rodney Lake
Episode 40 | Magnificent 7 in Focus: Navigating Volatility with a Long-Term Lens
In Episode 40 of “Market News with Rodney Lake,” Rodney provides a timely and insightful overview of market activity amid ongoing volatility, focusing on the…
- Market News with Rodney Lake
Episode 39 | Google’s Role in Cloud, Search, and AI Dominance
In Episode 39 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, offers a deep dive into Google’s current business…
- Market News with Rodney Lake
Episode 38 | Navigating the US-China Tech Race: Apple, Nvidia, and the Future of AI
In Episode 38 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, dives into recent market developments focusing on the…
- Market News with Rodney Lake
Episode 37 | A Conversation with Dan Ives on Tech Investing and AI
In Episode 37 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, interviews Dan Ives, Managing Director and Senior…
- Market News with Rodney Lake
Episode 36 | The Future of Salesforce: Balancing Innovation and Revenue Growth
In Episode 36 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, analyzes Salesforce's current business performance…
- Market News with Rodney Lake
Episode 35 | CrowdStrike: Navigating Growth and Challenges in Cybersecurity
In Episode 35 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides an in-depth analysis of CrowdStrike, a leading…
- Market News with Rodney Lake
Episode 34 | Market Updates on Apple, Berkshire Hathaway, and Walmart
In Episode 34 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides a market update, focusing on key developments…
- Market News with Rodney Lake
Episode 33 | Fortinet and the Cybersecurity Tailwind
In Episode 33 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, discusses Fortinet, a cybersecurity company performing…
- Market News with Rodney Lake
Episode 32 | Spotify’s Business Mix: Growth, Competition, and Margins
In Episode 32 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, explores Spotify's business model, which revolves around…
- Market News with Rodney Lake
Episode 31 | Oracle's Position in the Software Industry
In Episode 31 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, covers Oracle’s ambitious push into the cloud…
- Market News with Rodney Lake
Episode 30 | The Grocery Industry with Professor David Halliday
In Episode 30 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, speaks with Professor David Halliday about the…
- Market News with Rodney Lake
Episode 29 | Tesla: Innovation and Valuation
In Episode 29 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, discusses Tesla’s potential, highlighting Elon Musk’s…
- Market News with Rodney Lake
Episode 28 | Taiwan Semiconductor Manufacturing Company (TSM)
In Episode 28 of Market News with Rodney Lake, Rodney Lake, Director of the GW Investment Institute, analyzes Taiwan Semiconductor Manufacturing Company's…
- Market News with Rodney Lake
Episode 27 | A Conversation with GW Professor Tara Sinclair
In Episode 27 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, sits down with economist and GW Professor Tara Sinclair…
- Market News with Rodney Lake
Episode 26 | 2025 Investment Outlook
In Episode 26 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute (GWII), sets the stage for 2025 by exploring key…
- Market News with Rodney Lake
Episode 25 | Walmart: Growth, Debt, and the Digital Race
In Episode 25 of "Market News with Rodney Lake," Rodney Lake dives into Walmart's financial performance and strategic outlook. Lake discusses key metrics…
- Market News with Rodney Lake
Episode 24 | Can Nike “Just Do It” Again?
In Episode 24 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, dives into Nike's current challenges and opportunities…
- Market News with Rodney Lake
Episode 23 | A Conversation with Bill Collier about AI, Valuations, and Advice for Aspiring VCs
In Episode 23 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, sits down with Professor Bill Collier, a seasoned…
- Market News with Rodney Lake
Episode 22 | Mastering Mastercard: A Deep Dive into Its Financial Strength and Future
In Episode 22 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, analyzes Mastercard's financial health, focusing on its…
- Market News with Rodney Lake
Episode 21 | A Conversation with John Roberts About Unexpected Investment Opportunities
In Episode 21 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, sits down with GW Investment Institute Advisory Board…
- Market News with Rodney Lake
Episode 20 | A Closer Look at Google: Urgency of AI, Leadership, and Future Growth
In Episode 20 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, assesses Google’s current standing amidst the…
- Market News with Rodney Lake
Episode 19 | Berkshire Hathaway: Business, Balance Sheet, and Buffett’s Legacy
In Episode 19 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, dives into Berkshire Hathaway’s current standing…
- Market News with Rodney Lake
Episode 18 | Ramsey Asset Management CEO, Russ Ramsey Interview
In Episode 18 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, welcomes Russ Ramsey, the CEO of Ramsey Asset…
- Market News with Rodney Lake
Episode 17 | The Future of Finance Education with Professor Gergana Jostova, Chair of GW’s Finance Department
In Episode 17 of "Market News with Rodney Lake," Rodney Lake talks with Dr. Gergana Jostova, Chair of the Finance Department, about the future of finance…
- Market News with Rodney Lake
Episode 16 | A Dedication to Members and Employees and a Look at Global Expansion: A Deep Dive into Costco
In Episode 16 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, delves into Costco's current valuation and growth…
- Market News with Rodney Lake
Episode 15 | Amazon’s Financial Future: Navigating Growth, Debt, and Maintaining the Day 1 Culture Under CEO Jassy
In Episode 15 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, reviews Amazon's recent financial performance, focusing…
- Market News with Rodney Lake
Episode 14 | Navigating Internships and Networking: Insights from GWSB Student Will Ahrens
In Episode 14 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, sits down with Will Ahrens, current GW student and…
- Market News with Rodney Lake
Episode 13 | Visa's Capital Allocation and Growth Prospects
In Episode 13 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, reviews Visa's current performance, focusing on its…
- Market News with Rodney Lake
Episode 12 | A Conversation with GWSB Interim Dean Vanessa Perry About Real Estate Regulations and AI in the Future of Work
In Episode 12 of "Market News with Rodney Lake," Rodney Lake talks with Vanessa Perry, Interim Dean at the GW School of Business, about recent changes in real…
- Market News with Rodney Lake
Episode 11 | Assessing Microsoft: Valuation, Balance Sheet, and Strategic Growth
In Episode 11 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, analyzes Microsoft's current valuation and financial…
- Market News with Rodney Lake
Episode 10 | Apple Under the Microscope: Innovation, Management, and Valuation
In Episode 10 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, examines Apple’s current performance and prospects…
- Market News with Rodney Lake
Episode 9 | Balance Sheet within the GWII BMPB Investment Framework
In Episode 9 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, delves into the intricacies of assessing a company's…
- Market News with Rodney Lake
Episode 8 | Decoding Apple's Valuation – with a Focus on Using the PE Ratio
In Episode 8 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, provides a comprehensive exploration of Apple's price…
- Market News with Rodney Lake
Episode 7 | Management in GWII's BMPB Framework
In Episode 7 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, discusses the critical alignment of management incentives…
- Market News with Rodney Lake
Episode 6 | The Business in GWII's BMPB Framework
In Episode 6 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute (GWII), explains the business aspect of GWII's BMPB…
- Market News with Rodney Lake
Episode 5 | Nvidia in the AI Age
In Episode 5 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, delves into the significance of Nvidia in the AI era…
- Market News with Rodney Lake
Episode 4 | AI in Business: Driving Efficiency and Profitability
In Episode 4 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, discusses the pervasive impact of artificial…
- Market News with Rodney Lake
Episode 3 | GW Investment Institute Framework
A brief review of the GW Investment Institute Investment Framework, BMPB, Business, Management, Price vs. Valuation, and Balance Sheet. Send us your feedback…
- Market News with Rodney Lake
Episode 2 | Pricing Power
Pricing power is a measure of how much a change in the price of a product will affect the quantity demanded. Investors care about this concept because it shows…
- Market News with Rodney Lake
Episode 1 | Semiconductor Industry
Semiconductors are essential for many products, such as: computers, phones, gaming consoles, medical equipment, cars etc. and therefore their demand…