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
85 episodes
Episode 85 | Geopolitics, AI, and Where the Market Goes Next
In Episode 85 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, delivers a broad market update, discussing how geopolitical tensions in the Middle East, interest rate expectations, and mixed jobs data a...
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Season 4
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Episode 85
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21:23
Episode 84 | A Conversation with Michael Lipitz on the Changing Business of College Athletics
In Episode 84 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, speaks with Michael Lipitz, Associate Vice President and Director of Athletics at George Washington University, about the evolving busines...
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Season 4
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Episode 84
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30:44
Episode 83 | CrowdStrike Sells Off. Where Does Cybersecurity Fit in the AI Era?
In Episode 83 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides a deep-dive analysis of CrowdStrike following a recent sell-off in cybersecurity. Lake highlights CrowdStrike’s strong fundamenta...
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Season 4
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Episode 83
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22:41
Episode 82 | Big Questions for Big Tech Amidst Market Uncertainty
In Episode 82 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines year-to-date performance across major indexes, the role of AI in driving volatility and price discovery, and current headlines th...
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Season 4
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Episode 82
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21:39
Episode 81 | Microsoft’s Investment Value Beneath Recent Sell-Off
In Episode 81 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, assesses Microsoft, as current news highlights the company’s position in the AI race, with a market cap of over $3 trillion, and a recent ...
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Season 4
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Episode 81
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22:10
Episode 80 | Inside the Mag 7: Who is Really Spending to Win?
In Episode 80 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers an analysis of the Magnificent Seven as massive AI-driven capital expenditures reshape the competitive landscape. He explains why...
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Season 4
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Episode 80
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22:16
Episode 79 | Professor Lake’s Hot Takes for AI Investment Tools
In Episode 79 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, shares his “hot takes” on AI’s role in the markets, the use of tools in investment analysis, and how AI serves as a productivity multiplie...
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Season 4
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Episode 79
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21:58
Episode 78 | From the Fed to Big Tech: Navigating Markets in Early 2026
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 Reserv...
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Season 4
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Episode 78
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21:44
Episode 77 | A Conversation with Professor Patrick Hall on Leading AI Strategy in Academia
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 i...
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Season 4
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Episode 77
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24:42
Episode 76 | A Conversation with Evan Vanderveer on Global, Long-Term Investment Strategy
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 Vand...
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Season 4
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Episode 76
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23:41
Episode 75 | The Hinman Economic Report: GDP Growth, Inflation, and Housing Market Heading into 2026
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 discussio...
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Season 3
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Episode 75
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23:54
Episode 74 | A Conversation with Sofia Cruz on Experiential Learning in Finance
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 experient...
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Season 3
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Episode 74
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22:59
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