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PODCAST

Market News with Rodney Lake

The George Washington University Investment Institute

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

news business news

All Episodes

27:33

Episode 27 | A Conversation with GW Professor Tara...

Market News with Rodney Lake ·

2025/01/16

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. They discuss the importance of early work experience for students and how internships or summer jobs can help individuals identify their interests, develop communication skills, and prepare for professional environments. Professor Sinclair also shares insights into the GW Center for Economics Research seminars, highlighting the opportu...

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19:06

Episode 26 | 2025 Investment Outlook

Market News with Rodney Lake ·

2025/01/09

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 investment trends in artificial intelligence and the space industry. Lake emphasizes GWII’s proven framework—business management, price versus valuation, and balance sheet analysis—as a tool for identifying promising opportunities in these emerging fields. Reflecting on the Institute’s achievements, he highlights the critical role of students, ...

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22:52

Episode 25 | Walmart: Growth, Debt, and the Digital Race

Market News with Rodney Lake ·

2024/12/12

In Episode 25 of "Market News with Rodney Lake," Rodney Lake dives into Walmart's financial performance and strategic outlook. Lake discusses key metrics, including Walmart's net debt, capital allocation, and recent management decisions under CEO Doug McMillon. Lake highlights Walmart’s challenges in navigating rising interest rates and tariff uncertainties while maintaining its reputation for operational discipline. As the world’s largest retailer continues its digital transformation, Lake e...

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22:57

Episode 24 | Can Nike “Just Do It” Again?

Market News with Rodney Lake ·

2024/12/05

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. From iconic brandings like the Nike Swoosh, Jordan, and Air Force 1 to revenue declines and margin struggles, Lake evaluates the company's performance. He emphasizes the need to watch key factors like distribution channels, valuation, and growth markets like China. Tune in to learn more!Send us your feedback

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31:14

Episode 23 | A Conversation with Bill Collier about...

Market News with Rodney Lake ·

2024/11/28

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 venture capitalist and GW alumnus, to explore the world of entrepreneurship and venture capital. Professor Collier discusses key indicators of product-market fit. He also shares insights into the hype versus reality of artificial intelligence in the investment landscape. Professor Collier also offers actionable advice for students and aspirin...

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19:37

Episode 22 | Mastering Mastercard: A Deep Dive into...

Market News with Rodney Lake ·

2024/11/21

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 balance sheet, margins, and management. Professor Lake discusses Mastercard's impressive interest coverage ratio and its use of leverage to boost return on equity. He also discusses regulatory risks, competition from PayPal and Apple Pay, and potential growth concerns. Lake rates the business highly, though he remains cautious about pot...

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34:27

A Conversation with John Roberts About Unexpected...

Market News with Rodney Lake ·

2024/11/14

Podcast Description: 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 Member and Partner & Senior Portfolio Manager at Corient, John Roberts, to explore the less glamorous corners of the market where young analysts can uncover hidden opportunities. Roberts shares valuable insights on identifying investment potential in out-of-the-way sectors that may offer attractive returns and lon...

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22:53

Episode 20 | A Closer Look at Google: Urgency of AI,...

Market News with Rodney Lake ·

2024/11/07

In Episode 20 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, assesses Google’s current standing amidst the fast-evolving AI landscape. Analyzing the company’s management under a non-founder CEO, Sundar Pichai, Lake discusses Google’s overreliance on its core platforms—Search and YouTube—and questions its ability to compete in the AI race with tools like Gemini. While acknowledging Google’s solid balance sheet and steady presence in the market, Lake sc...

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23:20

Episode 19 | Berkshire Hathaway: Business, Balance...

Market News with Rodney Lake ·

2024/10/31

In Episode 19 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, dives into Berkshire Hathaway’s current standing, exploring its extensive collection of businesses, financial strength, and unique decentralized management model. Lake evaluates Berkshire’s strategic capital allocation under Warren Buffett, discussing the challenges and opportunities of maintaining growth at such scale. Rating key aspects like the business portfolio, management, valuation, a...

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75:24

Episode 18 | Ramsey Asset Management CEO, Russ Ramsey...

Market News with Rodney Lake ·

2024/10/24

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 Management, for a wide-ranging discussion. The conversation spans from Russ’ time as a student-athlete at George Washington University (GW) to the founding of the investment bank Friedman, Billings, Ramsey (FBR) and the inception of the GW Investment Institute. The discussion then takes a deep dive into the evolving landscape of artificial intell...

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24:04

Episode 17 | The Future of Finance Education with...

Market News with Rodney Lake ·

2024/10/17

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 education. Professor Jostova shares her vision for expanding the department with new programs focused on AI and sustainable finance. They also discuss the importance of an undergraduate degree in finance, as it equips students for various roles, from portfolio management to corporate finance. Professor Jostova explains how businesses and inv...

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24:02

Episode 16 | A Dedication to Members and Employees...

Market News with Rodney Lake ·

2024/10/10

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 strategy. He shines a spotlight on Costco's forward PE ratio of 48 times and a 30% return on equity. He ponders whether the company's international expansion, particularly its success in China, justifies its high valuation. Lake underlines the unique culture management fosters, prioritizing members, employees, and shareholders. Despite the hi...

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27:41

Episode 15 | Amazon’s Financial Future: Navigating...

Market News with Rodney Lake ·

2024/10/03

In Episode 15 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, reviews Amazon's recent financial performance, focusing on the increased debt levels on the balance sheet since Andy Jassy took over as CEO. Lake examines the company's trajectory, highlighting a significant rise in free cash flow—now nearing $50 billion—after a dip in 2021 and 2022. While Amazon's balance sheet remains stable with an interest coverage ratio of 11 times, Lake raises concerns...

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21:57

Episode 14 | Navigating Internships and Networking:...

Market News with Rodney Lake ·

2024/09/26

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 investment enthusiast, to discuss the value of internships and networking for aspiring finance professionals. Will shares personal experiences, emphasizing the importance of starting early in the internship process, building genuine connections, and trusting your instincts when making career decisions. The episode highlights practical advice...

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22:57

Episode 13 | Visa's Capital Allocation and Growth...

Market News with Rodney Lake ·

2024/09/19

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 capital allocation and management under Ryan McHenry. Lake highlights Visa's investments in new products and services while defending its market position against competitors like PayPal. With impressive 70% margins and over $18 billion in free cash flow, Lake questions whether Visa's 10% projected growth justifies its high valuation. He giv...

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19:08

Episode 12 | A Conversation with GWSB Interim Dean...

Market News with Rodney Lake ·

2024/09/12

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 estate regulations and the expanding role of AI in the workplace. Dean Perry explains how new rules may impact home buyers and sellers, potentially complicating markets and adversely impacting affordability. She also discusses the growing use of AI in financial sectors, urging students to enhance their analytical skills to integrate the...

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22:22

Episode 11 | Assessing Microsoft: Valuation, Balance...

Market News with Rodney Lake ·

2024/09/05

In Episode 11 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, analyzes Microsoft's current valuation and financial health. He discusses the company's slightly elevated valuation, which remains near its 10-year median, and highlights its robust balance sheet, characterized by strong free cash flow and a high interest coverage ratio. Lake commends Microsoft's strategic investments in Azure, AI, and key acquisitions, as well as the effective leadership of...

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22:20

Episode 10 | Apple Under the Microscope: Innovation,...

Market News with Rodney Lake ·

2024/08/29

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. He discusses the company’s innovation in chip design and its AI challenges, commends Tim Cook’s management while noting succession planning concerns, and evaluates Apple's strong balance sheet and high valuation. Professor Lake emphasizes the need to reassess Apple's investment potential and future growth, offering insights into its str...

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18:17

Episode 9 | Balance Sheet within the GWII BMPB...

Market News with Rodney Lake ·

2024/08/22

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 balance sheet as part of the GWII BMPB Investment Framework. Focusing on companies like Apple and Procter & Gamble, Professor Lake illustrates the impact of financial health on investment decisions, emphasizing the importance of asset and liability matching. He explains how Apple’s strong position with nearly $60 billion in net cash...

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21:33

Episode 8 | Decoding Apple's Valuation – with a Focus...

Market News with Rodney Lake ·

2024/08/15

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 vs. valuation a component of the GWII BMPB Investment Framework, with a focus on using price-to-earnings (PE) ratio. Comparing Apple’s PE of 35.5 with the S&P 500’s 23, he explains that its strong brand and financial performance may justify Apple’s premium. Lake advises that the PE ratio has limitations and should be considered alo...

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67 results

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