Market News with Rodney Lake
By The George Washington University Investment Institute
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Category: Business News
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 1
Reviews: 0
Episodes: 86
Description
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 portfolio strategy. Listeners hear how students and faculty apply academic frameworks to real investment decisions, offering educational and practical insights from the front lines of academic investing.
| Episode | Date |
|---|---|
|
Episode 86 | The Hinman Economic Report: Oil, Inflation, & Pressure on the Global Economy
|
Apr 02, 2026 |
|
Episode 85 | Geopolitics, AI, and Where the Market Goes Next
|
Mar 26, 2026 |
|
Episode 84 | A Conversation with Michael Lipitz on the Changing Business of College Athletics
|
Mar 19, 2026 |
|
Episode 83 | CrowdStrike Sells Off. Where Does Cybersecurity Fit in the AI Era?
|
Mar 12, 2026 |
|
Episode 82 | Big Questions for Big Tech Amidst Market Uncertainty
|
Mar 05, 2026 |
|
Episode 81 | Microsoft’s Investment Value Beneath Recent Sell-Off
|
Feb 26, 2026 |
|
Episode 80 | Inside the Mag 7: Who is Really Spending to Win?
|
Feb 19, 2026 |
|
Episode 79 | Professor Lake’s Hot Takes for AI Investment Tools
|
Feb 12, 2026 |
|
Episode 78 | From the Fed to Big Tech: Navigating Markets in Early 2026
|
Feb 05, 2026 |
|
Episode 77 | A Conversation with Professor Patrick Hall on Leading AI Strategy in Academia
|
Jan 22, 2026 |
|
Episode 76 | A Conversation with Evan Vanderveer on Global, Long-Term Investment Strategy
|
Jan 15, 2026 |
|
Episode 75 | The Hinman Economic Report: GDP Growth, Inflation, and Housing Market Heading into 2026
|
Dec 30, 2025 |
|
Episode 74 | A Conversation with Sofia Cruz on Experiential Learning in Finance
|
Dec 23, 2025 |
|
Episode 73 | Investing in AI: 2025’s Leading U.S. AI Stocks
|
Dec 18, 2025 |
|
Episode 72 | Equity Strength, Energy Shifts, and Investment in “Trump Accounts”
|
Dec 11, 2025 |
|
Episode 71 | Google’s Resilience in the AI Era
|
Dec 04, 2025 |
|
Episode 70 | AI Deals, Market Momentum, and the 10-Year
|
Nov 27, 2025 |
|
Episode 69 | Earnings Season Highlights from Alphabet, Microsoft, and Berkshire Hathaway
|
Nov 20, 2025 |
|
Episode 68 | Q3 Earnings Digest on Apple, Amazon, and Tesla
|
Nov 13, 2025 |
|
Episode 67 | Market Resilience Amidst the Government Shutdown
|
Nov 06, 2025 |
|
Episode 66 | Why Taiwan Semiconductor Leads the Industry
|
Oct 30, 2025 |
|
Episode 65 | Market Reactions to the Government Shutdown, Amazon Outage, and Earnings Season
|
Oct 23, 2025 |
|
Episode 64 | Global AI Momentum: What Alibaba Reveals About China’s Strategy
|
Oct 16, 2025 |
|
Episode 63 | Q3 Market Recap: From the AI Race to Data Centers in Space
|
Oct 09, 2025 |
|
Episode 62 | A Conversation with Dean Sevin Yeltekin on AI, Adaptability, and Leadership
|
Oct 02, 2025 |
|
Episode 61 | Is Qualcomm a Value Play or a Value Trap?
|
Sep 25, 2025 |
|
Episode 60 | The Race is On: AI, Semiconductors, and Space
|
Sep 18, 2025 |
|
Episode 59 | Can John Deere Emerge as a Tech Company?
|
Sep 11, 2025 |
|
Episode 58 | Why Palo Alto Networks’ Acquisition Matters for Investors in the Cybersecurity Industry
|
Sep 04, 2025 |
|
Episode 57 | Tesla as a Must-Watch Investment in AI, Energy, and Automation
|
Aug 28, 2025 |
|
Episode 56 | Can Apple Catch Up in the AI Race? A Key Question for Investors
|
Aug 21, 2025 |
|
Episode 55 | CPI, Tariffs, and AI Disruption: Navigating Market Shifts in August 2025
|
Aug 14, 2025 |
|
Episode 54 | Inside Adobe’s Investment Value: AI Competition, Slow Growth, and Strong Margins
|
Aug 07, 2025 |
|
Episode 53 | Behind the Magic: Understanding the Business of Disney
|
Jul 31, 2025 |
|
Episode 52 | From Ads to AI: Meta’s Strategic Shift for Investors and Analysts
|
Jul 24, 2025 |
|
Episode 51 | ServiceNow in the Age of Agentic AI: Financials and Forward Strategy
|
Jul 17, 2025 |
|
Episode 50 | Roper Technologies: Can Management Deliver on Margin Expansion?
|
Jun 26, 2025 |
|
Episode 49 | Evaluating Xylem: Growth, Margins, and Management in Transition
|
Jun 19, 2025 |
|
Episode 48 | Exploring Industrials: A Breakdown of Emerson Electric
|
Jun 12, 2025 |
|
Episode 47 | Brewing Trouble? A Look into Starbucks' Slowing Growth
|
Jun 05, 2025 |
|
Episode 46 | May 2025 in Focus: Improving Trade Relations and AI’s Impact on Big Tech
|
May 29, 2025 |
|
Episode 45 | A Taste of Coca-Cola’s Financial Profile
|
May 22, 2025 |
|
Episode 44 | Buffett Steps Down: What’s Next for Berkshire Hathaway?
|
May 15, 2025 |
|
Episode 43 | A Conversation with Laura Null on Student Investing and Risk Management
|
May 08, 2025 |
|
Episode 42 | Markets in Motion: Understanding Today’s Market for Long-Term Investors
|
May 01, 2025 |
|
Episode 41 | A Conversation with Greg Wong, from Code to Capital
|
Apr 24, 2025 |
|
Episode 40 | Magnificent 7 in Focus: Navigating Volatility with a Long-Term Lens
|
Apr 17, 2025 |
|
Episode 39 | Google’s Role in Cloud, Search, and AI Dominance
|
Apr 10, 2025 |
|
Episode 38 | Navigating the US-China Tech Race: Apple, Nvidia, and the Future of AI
|
Apr 03, 2025 |
|
Episode 37 | A Conversation with Dan Ives on Tech Investing and AI
|
Mar 27, 2025 |
|
Episode 36 | The Future of Salesforce: Balancing Innovation and Revenue Growth
|
Mar 20, 2025 |
|
Episode 35 | CrowdStrike: Navigating Growth and Challenges in Cybersecurity
|
Mar 13, 2025 |
|
Episode 34 | Market Updates on Apple, Berkshire Hathaway, and Walmart
|
Mar 06, 2025 |
|
Episode 33 | Fortinet and the Cybersecurity Tailwind
|
Feb 27, 2025 |
|
Episode 32 | Spotify’s Business Mix: Growth, Competition, and Margins
|
Feb 20, 2025 |
|
Episode 31 | Oracle's Position in the Software Industry
|
Feb 13, 2025 |
|
Episode 30 | The Grocery Industry with Professor David Halliday
|
Feb 06, 2025 |
|
Episode 29 | Tesla: Innovation and Valuation
|
Jan 30, 2025 |
|
Episode 28 | Taiwan Semiconductor Manufacturing Company (TSM)
|
Jan 23, 2025 |
|
Episode 27 | A Conversation with GW Professor Tara Sinclair
|
Jan 16, 2025 |
|
Episode 26 | 2025 Investment Outlook
|
Jan 09, 2025 |
|
Episode 25 | Walmart: Growth, Debt, and the Digital Race
|
Dec 12, 2024 |
|
Episode 24 | Can Nike “Just Do It” Again?
|
Dec 05, 2024 |
|
Episode 23 | A Conversation with Bill Collier about AI, Valuations, and Advice for Aspiring VCs
|
Nov 28, 2024 |
|
Episode 22 | Mastering Mastercard: A Deep Dive into Its Financial Strength and Future
|
Nov 21, 2024 |
|
Episode 21 | A Conversation with John Roberts About Unexpected Investment Opportunities
|
Nov 14, 2024 |
|
Episode 20 | A Closer Look at Google: Urgency of AI, Leadership, and Future Growth
|
Nov 07, 2024 |
|
Episode 19 | Berkshire Hathaway: Business, Balance Sheet, and Buffett’s Legacy
|
Oct 31, 2024 |
|
Episode 18 | Ramsey Asset Management CEO, Russ Ramsey Interview
|
Oct 24, 2024 |
|
Episode 17 | The Future of Finance Education with Professor Gergana Jostova, Chair of GW’s Finance Department
|
Oct 17, 2024 |
|
Episode 16 | A Dedication to Members and Employees and a Look at Global Expansion: A Deep Dive into Costco
|
Oct 10, 2024 |
|
Episode 15 | Amazon’s Financial Future: Navigating Growth, Debt, and Maintaining the Day 1 Culture Under CEO Jassy
|
Oct 03, 2024 |
|
Episode 14 | Navigating Internships and Networking: Insights from GWSB Student Will Ahrens
|
Sep 26, 2024 |
|
Episode 13 | Visa's Capital Allocation and Growth Prospects
|
Sep 19, 2024 |
|
Episode 12 | A Conversation with GWSB Interim Dean Vanessa Perry About Real Estate Regulations and AI in the Future of Work
|
Sep 12, 2024 |
|
Episode 11 | Assessing Microsoft: Valuation, Balance Sheet, and Strategic Growth
|
Sep 05, 2024 |
|
Episode 10 | Apple Under the Microscope: Innovation, Management, and Valuation
|
Aug 29, 2024 |
|
Episode 9 | Balance Sheet within the GWII BMPB Investment Framework
|
Aug 22, 2024 |
|
Episode 8 | Decoding Apple's Valuation – with a Focus on Using the PE Ratio
|
Aug 15, 2024 |
|
Episode 7 | Management in GWII's BMPB Framework
|
Aug 08, 2024 |
|
Episode 6 | The Business in GWII's BMPB Framework
|
Aug 01, 2024 |
|
Episode 5 | Nvidia in the AI Age
|
Jul 25, 2024 |
|
Episode 4 | AI in Business: Driving Efficiency and Profitability
|
Jul 18, 2024 |
|
Episode 3 | GW Investment Institute Framework
|
Sep 23, 2022 |
|
Episode 2 | Pricing Power
|
Mar 18, 2022 |
|
Episode 1 | Semiconductor Industry
|
Jan 21, 2022 |