
Market News with Rodney Lake
"Market News with Rodney Lake" is a show offering insightful discussions on market trends and key investing principles. This program is hosted by Rodney Lake, the Director of the George Washington University Investment Institute.
Episodes
45 episodes
Episode 45 | A Taste of Coca-Cola’s Financial Profile
In Episode 45 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, provides an in-depth analysis of Coca-Cola’s current financial and strategic position. He highlights the company’s strong brand, solid gro...
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Season 2
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Episode 45
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22:45

Episode 44 | Buffett Steps Down: What’s Next for Berkshire Hathaway?
In Episode 44 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, discusses the transition at Berkshire Hathaway following Warren Buffett’s announcement that he will step down as CEO by the end of 2025. T...
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Season 2
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Episode 44
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22:03

Episode 43 | A Conversation with Laura Null on Student Investing and Risk Management
In Episode 43 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute (GWII), interviews Laura Null, a graduating senior from GW’s School of Business majoring in finance and minoring in statistics. Drawn to th...
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Season 2
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Episode 43
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26:00

Episode 42 | Markets in Motion: Understanding Today’s Market for Long-Term Investors
In Episode 42 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, provides a broad overview of current market conditions, emphasizing the significant influence of tariffs and trade tensions, particularly ...
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Season 2
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Episode 42
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23:13

Episode 41 | A Conversation with Greg Wong, from Code to Capital
In Episode 41 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, welcomes Greg Wong, GW alum and advisory board member of the GW Investment Institute. They discuss Greg's unique career path—from studying...
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Season 2
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Episode 41
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40:59

Episode 40 | Magnificent 7 in Focus: Navigating Volatility with a Long-Term Lens
In Episode 40 of “Market News with Rodney Lake,” Rodney provides a timely and insightful overview of market activity amid ongoing volatility, focusing on the Magnificent 7—Amazon, Nvidia, Meta, Microsoft, Apple, Alphabet, and Tesla. He discusse...
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Season 2
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Episode 40
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24:24

Episode 39 | Google’s Role in Cloud, Search, and AI Dominance
In Episode 39 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, offers a deep dive into Google’s current business performance and challenges. He emphasizes that while Google's core advertising business rem...
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Season 2
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Episode 39
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24:36

Episode 38 | Navigating the US-China Tech Race: Apple, Nvidia, and the Future of AI
In Episode 38 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, dives into recent market developments focusing on the ongoing impact of tariffs under the Trump administration. Lake examines how major co...
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Season 2
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Episode 38
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24:23

Episode 37 | A Conversation with Dan Ives on Tech Investing and AI
In Episode 37 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, interviews Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, focusing on the transformative impact of ...
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Season 2
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Episode 37
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42:26

Episode 36 | The Future of Salesforce: Balancing Innovation and Revenue Growth
In Episode 36 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, analyzes Salesforce's current business performance. Salesforce’s management, led by co-founder Marc Benioff, receives high marks for its impr...
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Season 2
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Episode 36
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23:20

Episode 35 | CrowdStrike: Navigating Growth and Challenges in Cybersecurity
In Episode 35 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides an in-depth analysis of CrowdStrike, a leading cybersecurity company. With impressive 30% revenue growth, CrowdStrike’s subscription...
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Season 2
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Episode 35
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25:34

Episode 34 | Market Updates on Apple, Berkshire Hathaway, and Walmart
In Episode 34 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides a market update, focusing on key developments in Apple, Berkshire Hathaway, and Walmart. Apple’s $500 billion investment over the ne...
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Season 2
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Episode 34
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27:55

Episode 33 | Fortinet and the Cybersecurity Tailwind
In Episode 33 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, discusses Fortinet, a cybersecurity company performing well, recently hitting a 52-week high. The company has demonstrated consistent growth,...
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Season 2
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Episode 33
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22:56

Episode 32 | Spotify’s Business Mix: Growth, Competition, and Margins
In Episode 32 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, explores Spotify's business model, which revolves around two main revenue streams: premium subscriptions and ad-supported services. The compa...
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Season 2
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Episode 32
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20:54

Episode 31 | Oracle's Position in the Software Industry
In Episode 31 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, covers Oracle’s ambitious push into the cloud, positioning itself as a top contender alongside Amazon, Microsoft, and Google. Despite slower ...
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Season 2
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Episode 31
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21:33

Episode 30 | The Grocery Industry with Professor David Halliday
In Episode 30 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, speaks with Professor David Halliday about the complexities of the grocery industry. Halliday explains how the grocery sector operates with r...
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Season 2
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Episode 30
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32:36

Episode 29 | Tesla: Innovation and Valuation
In Episode 29 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, discusses Tesla’s potential, highlighting Elon Musk’s significant stake in the company and his ability to drive its success despite managing ...
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Season 2
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Episode 29
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23:44

Episode 28 | Taiwan Semiconductor Manufacturing Company (TSM)
In Episode 28 of Market News with Rodney Lake, Rodney Lake, Director of the GW Investment Institute, analyzes Taiwan Semiconductor Manufacturing Company's (TSM) performance and its critical role in the semiconductor industry. Professor Lake exp...
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Season 2
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Episode 27
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23:04

Episode 27 | A Conversation with GW Professor Tara Sinclair
In Episode 27 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, sits down with economist and GW Professor Tara Sinclair. They discuss the importance of early work experience for students and how internship...
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Season 2
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Episode 27
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27:33

Episode 26 | 2025 Investment Outlook
In Episode 26 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute (GWII), sets the stage for 2025 by exploring key investment trends in artificial intelligence and the space industry. Lake emphasizes GWII’s p...
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Season 2
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Episode 26
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19:06

Episode 25 | Walmart: Growth, Debt, and the Digital Race
In Episode 25 of "Market News with Rodney Lake," Rodney Lake dives into Walmart's financial performance and strategic outlook. Lake discusses key metrics, including Walmart's net debt, capital allocation, and recent management decisions under C...
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Season 1
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Episode 25
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22:52

Episode 24 | Can Nike “Just Do It” Again?
In Episode 24 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, dives into Nike's current challenges and opportunities. From iconic brandings like the Nike Swoosh, Jordan, and Air Force 1 to revenue declin...
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Season 1
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Episode 24
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22:57

Episode 23 | A Conversation with Bill Collier about AI, Valuations, and Advice for Aspiring VCs
In Episode 23 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, sits down with Professor Bill Collier, a seasoned venture capitalist and GW alumnus, to explore the world of entrepreneurship and venture cap...
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Season 1
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Episode 23
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31:14

Episode 22 | Mastering Mastercard: A Deep Dive into Its Financial Strength and Future
In Episode 22 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, analyzes Mastercard's financial health, focusing on its balance sheet, margins, and management. Professor Lake discusses Mastercard's impress...
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Season 1
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Episode 22
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19:37

Episode 21 | A Conversation with John Roberts About Unexpected Investment Opportunities
In Episode 21 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, sits down with GW Investment Institute Advisory Board Member and Partner & Senior Portfolio Manager at Corient, John Roberts, to explore ...
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Season 1
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Episode 21
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34:27
