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.
Episodes
73 episodes
Episode 73 | Investing in AI: 2025’s Leading U.S. AI Stocks
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,...
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Season 3
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Episode 73
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24:38
Episode 72 | Equity Strength, Energy Shifts, and Investment in “Trump Accounts”
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 in the S&P ...
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Season 3
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Episode 72
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21:51
Episode 71 | Google’s Resilience in the AI Era
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 ...
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Season 3
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Episode 71
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23:31
Episode 70 | AI Deals, Market Momentum, and the 10-Year
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 ...
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Season 3
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Episode 70
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22:22
Episode 69 | Earnings Season Highlights from Alphabet, Microsoft, and Berkshire Hathaway
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 advertisin...
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Season 3
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Episode 69
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23:28
Episode 68 | Q3 Earnings Digest on Apple, Amazon, and Tesla
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...
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Season 3
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Episode 68
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22:54
Episode 67 | Market Resilience Amidst the Government Shutdown
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 mar...
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Season 3
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Episode 67
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22:39
Episode 66 | Why Taiwan Semiconductor Leads the Industry
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 portfolio...
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Season 3
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Episode 66
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23:24
Episode 65 | Market Reactions to the Government Shutdown, Amazon Outage, and Earnings Season
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, ...
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Season 3
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Episode 65
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23:33
Episode 64 | Global AI Momentum: What Alibaba Reveals About China’s Strategy
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...
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Season 3
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Episode 64
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23:29
Episode 63 | Q3 Market Recap: From the AI Race to Data Centers in Space
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 i...
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Season 3
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Episode 63
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24:05
Episode 62 | A Conversation with Dean Sevin Yeltekin on AI, Adaptability, and Leadership
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 educa...
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Season 3
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Episode 62
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21:45
Episode 61 | Is Qualcomm a Value Play or a Value Trap?
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 ...
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Season 3
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Episode 61
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21:02
Episode 60 | The Race is On: AI, Semiconductors, and Space
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...
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Season 3
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Episode 60
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22:14
Episode 59 | Can John Deere Emerge as a Tech Company?
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 ca...
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Season 3
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Episode 59
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22:51
Episode 58 | Why Palo Alto Networks’ Acquisition Matters for Investors in the Cybersecurity Industry
In Episode 58 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Palo Alto Networks, a leading cybersecurity company that is not in the GWII portfolio but holds strategic importance in today’s m...
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Season 3
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Episode 58
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23:59
Episode 57 | Tesla as a Must-Watch Investment in AI, Energy, and Automation
In Episode 57 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Tesla, a small but significant holding in the GW Investment Institute portfolios. He frames Tesla as more than an EV manufacturer...
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Season 3
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Episode 57
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23:11
Episode 56 | Can Apple Catch Up in the AI Race? A Key Question for Investors
In Episode 56 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, revisits Apple, one of the first companies purchased by the GW Investment Institute’s student-managed fund in 2005. He highlights Ap...
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Season 3
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Episode 56
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23:03
Episode 55 | CPI, Tariffs, and AI Disruption: Navigating Market Shifts in August 2025
In Episode 55 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, opens a conversation on broader market trends. The episode begins with CPI data showing a modest 0.3% inflation increase, which boosted ma...
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Season 3
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Episode 55
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22:04
Episode 54 | Inside Adobe’s Investment Value: AI Competition, Slow Growth, and Strong Margins
In Episode 54 of "Market News with Rodney Lake," Professor Lake, director of the GW Investment Institute, analyzes Adobe, a digital experience software-as-a-service company. Lake highlights Adobe’s transition from a licensing to a subscription-...
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Season 3
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Episode 54
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23:26
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