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 • 61 episodes
Market News with Rodney Lake
Latest Episodes
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
