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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

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All Episodes

21:44

Episode 78 | From the Fed to Big Tech: Navigating...

Market News with Rodney Lake ·

2026/02/05

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 com...

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24:42

Episode 77 | A Conversation with Professor Patrick...

Market News with Rodney Lake ·

2026/01/22

In Episode 77 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes GW School of Business (GWSB) Professor Patrick Hall to discuss his new role as Chief AI Officer and GWSB’s evolving strategy to integrate artificial intelligence into institutional practice. Drawing on his industry and academic background, Hall outlines early priorities such as increasing visibility around AI initiatives, establishing guidelines for AI use, and expanding access t...

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23:41

Episode 76 | A Conversation with Evan Vanderveer on...

Market News with Rodney Lake ·

2026/01/15

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 at Vanshap Capital, to begin season 4 of the podcast. Their conversation traces Vanderveer’s path from graduating during the 2009 financial crisis to co-founding Vanshap Capital. They discuss Vanshap’s investment strategy, emphasizing high-quality, founder-led, and customer-centric businesses. Vanderveer explains the firm’s global appr...

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23:54

Episode 75 | The Hinman Economic Report: GDP Growth,...

Market News with Rodney Lake ·

2025/12/30

In Episode 75 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute (GWII), welcomes GWII Chief Economist and Program Associate Kathleen Hinman for the first Hinman Economic Report, a macro-focused discussion on key U.S. economic and market themes shaping the outlook for 2026. The episode examines the rebound in GDP to 3.8% in Q2, the continued resilience in consumer spending, and a modest rise in unemployment to 4.6%. Hinman and Lake also explore inflatio...

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22:59

Episode 74 | A Conversation with Sofia Cruz on...

Market News with Rodney Lake ·

2025/12/23

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 Portfolio Management Club (SPMC) President Sofia Cruz for a conversation on experiential learning in finance at GW. The episode explores Sofia’s leadership role in the student-run club and how it engages members through market discussions, stock pitches, a growing analyst fund, and her podcast, Midnight Markets. They also discuss their ...

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24:38

Episode 73 | Investing in AI: 2025’s Leading U.S. AI...

Market News with Rodney Lake ·

2025/12/18

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 U.S. AI stocks on the public market. He highlights Google’s strong 2025 performance, heavy AI investment, and strategic advantages from in-house chips and an integrated enterprise ecosystem. Lake also examines valuation and competitive dynamics across the AI landscape, including Nvidia’s GPU leadership, Apple’s longer-term AI positioni...

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21:51

Episode 72 | Equity Strength, Energy Shifts, and...

Market News with Rodney Lake ·

2025/12/11

In Episode 72 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, covers the equity markets, interest rates, energy trends, and market headlines. He reviews strong year-to-date performance for the S&P 500 and Nasdaq, discussing the market’s stabilization after tariff-related volatility. Likewise, Lake examines how the current yield curve and anticipated Federal Reserve rate cuts may influence both valuations and mortgage costs. In market headlines, ...

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23:31

Episode 71 | Google’s Resilience in the AI Era

Market News with Rodney Lake ·

2025/12/04

In Episode 71 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, reevaluates Alphabet (Google) through the BMPB framework, highlighting the company’s dominance in search, advertising, and cloud services and Gemini’s competitive AI position. He reviews Google’s consistent revenue growth, exceptional margins, and robust free cash flow of $73 billion. Leadership under Sundar Pichai has driven bold innovation efforts, such as Project Sun Catcher and TPU ch...

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22:22

Episode 70 | AI Deals, Market Momentum, and the 10-Year

Market News with Rodney Lake ·

2025/11/27

In Episode 70 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive market update, highlighting Microsoft, Nvidia, and Anthropic’s major AI partnership, rising investment pressures across the sector, and comments from Google’s Sundar Pichai on a potential AI bubble. He also notes Jeff Bezos’s Prometheus venture, an upcoming Saudi Arabia state visit tied to a possible F-35 deal, expectations for Nvidia’s earnings, and the continued...

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23:28

Episode 69 | Earnings Season Highlights from...

Market News with Rodney Lake ·

2025/11/20

In Episode 69 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines earnings from Alphabet, Microsoft, and Berkshire Hathaway. He highlights Alphabet’s standout quarter, backed by strong advertising, rapid Google Cloud growth, and significant AI investment. Microsoft also reports impressive results with Azure’s continued momentum, substantial AI-driven CapEx, and a notable 27% stake in OpenAI under Satya Nadella’s strong leadership. Berkshire Hat...

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22:54

Episode 68 | Q3 Earnings Digest on Apple, Amazon, and...

Market News with Rodney Lake ·

2025/11/13

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 Tesla, and their business performance is reflected in the market. He highlights Apple’s strong Q3 results driven by iPhone 17 demand, record service revenue, solid margins, and a calculated approach to AI. Amazon impressed with 20% growth in AWS, rising advertising revenue, and progress on their in-house Trainium chip design, maintaining ...

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22:39

Episode 67 | Market Resilience Amidst the Government...

Market News with Rodney Lake ·

2025/11/06

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, record-breaking government shutdown. Lake highlights the continued strength of equity markets, with the S&P 500 up 16.97% and the Nasdaq up 22.74% year to date. Likewise, he discusses resilient corporate earnings, particularly among major tech firms such as Nvidia, Microsoft, Apple, and Palantir. Lake examines the Federal Reserve’s rece...

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23:24

Episode 66 | Why Taiwan Semiconductor Leads the Industry

Market News with Rodney Lake ·

2025/10/30

In Episode 66 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides an updated analysis of Taiwan Semiconductor Manufacturing Company (TSM), a key holding in the GW Investment Institute’s portfolios and cornerstone of the global AI supply chain. Lake highlights the company’s exceptional gross margins at 59%, strong revenue growth at 39%, and a profit-driving manufacturing model. He also praises CEO Dr. C.C. Wei and the management team for maintai...

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23:33

Episode 65 | Market Reactions to the Government...

Market News with Rodney Lake ·

2025/10/23

In Episode 65 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, shares market updates on the government shutdown, corporate earnings, and global trends. He highlights strong bank results from JPMorgan, Goldman Sachs, and Morgan Stanley, noting improved stability since 2008 and continued consolidation, including Capital One’s purchase of Discover. He discusses Coca-Cola’s “two-tiered economy” and use of AI to boost efficiency, then reviews TSMC’s stand...

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23:29

Episode 64 | Global AI Momentum: What Alibaba Reveals...

Market News with Rodney Lake ·

2025/10/16

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 largest and most influential technology conglomerates. He examines the company’s structure, leadership under Eddie Wu and Jack Ma, and its expanding focus beyond retail into cloud computing and artificial intelligence—where Alibaba trails only AWS and Microsoft Azure. Drawing on insights from his recent trip to China, Lake emphasizes the nat...

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24:05

Episode 63 | Q3 Market Recap: From the AI Race to...

Market News with Rodney Lake ·

2025/10/09

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 ends, highlighting strong year-to-date gains for the S&P 500 and Nasdaq amidst interest rate cuts, tariffs, and a government shutdown. He discusses Apple’s recent iPhone 17 launch and high valuation but expresses concern over their unclear AI strategy compared to Nvidia and Amazon. He also explores Amazon’s Kuiper satellite project...

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21:45

Episode 62 | A Conversation with Dean Sevin Yeltekin...

Market News with Rodney Lake ·

2025/10/02

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 School of Business, for a discussion on her leadership experience, the role of AI in education, and her vision for the school. Dean Yeltekin highlights her passion for building programs, fostering innovation, and preparing students for a future shaped by AI and rapid market disruptions. She emphasizes the importance of pairing technical prof...

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21:02

Episode 61 | Is Qualcomm a Value Play or a Value Trap?

Market News with Rodney Lake ·

2025/09/25

In Episode 61 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Qualcomm (QCOM), a GWII portfolio holding and underappreciated player in the AI and 5G ecosystem. Qualcomm leads the industry in modem chips, Snapdragon processors, edge computing, and automotive technology, and stands to benefit from the commercialization of low-Earth orbit satellites. Lake points to Qualcomm’s strong gross and net margins, steady cash flow, and $172 billion mar...

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22:14

Episode 60 | The Race is On: AI, Semiconductors, and...

Market News with Rodney Lake ·

2025/09/18

In Episode 60 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, reviews broad market trends, including strong year-to-date performance of the S&P 500, payroll revisions that signal weaker job growth, the likely Federal Reserve interest rate cuts, and the competitive tech industry. He highlights how AI spending continues to drive markets, focusing on Apple’s lagging AI strategy, high valuation, and whether its loyal customer base and ecosystem can ...

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22:51

Episode 59 | Can John Deere Emerge as a Tech Company?

Market News with Rodney Lake ·

2025/09/11

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 financial condition, highlighting declining revenue, shrinking margins, and weakening free cash flow despite heavy capital expenditures aimed at driving innovation. Management under CEO John May has sought to reposition Deere as a technology company, but challenges persist with tariffs, slowing growth, and questions around execution. The compan...

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78 results

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