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 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.
Podcasting since 2022 • 53 episodes
Market News with Rodney Lake
Latest Episodes
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 outlook. Lake highlights Disney’s strong brand and diversified business model spanning enter...
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Season 3
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Episode 53
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24:26
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 business that owns Facebook, Instagram, WhatsApp, and Messenger. He explores Meta’s ...
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Season 3
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Episode 52
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28:13
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 ServiceNow. Lake highlights ServiceNow’s strong enterprise software performance and strategic...
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Season 3
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Episode 51
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24:15
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 turned high-margin software-as-a-service (SaaS) business. Under CEO Neil Hunn’s leader...
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Season 2
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Episode 50
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23:28
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 serves individual consumption and critical infrastructure like data centers. The company m...
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Season 2
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Episode 49
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22:33
