
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
38 episodes
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

Episode 20 | A Closer Look at Google: Urgency of AI, Leadership, and Future Growth
In Episode 20 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, assesses Google’s current standing amidst the fast-evolving AI landscape. Analyzing the company’s management under a non-founder CEO, Sundar ...
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Season 1
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Episode 20
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22:53

Episode 19 | Berkshire Hathaway: Business, Balance Sheet, and Buffett’s Legacy
In Episode 19 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, dives into Berkshire Hathaway’s current standing, exploring its extensive collection of businesses, financial strength, and unique decentrali...
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Season 1
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Episode 19
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23:20

Episode 18 | Ramsey Asset Management CEO, Russ Ramsey Interview
In Episode 18 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, welcomes Russ Ramsey, the CEO of Ramsey Asset Management, for a wide-ranging discussion. The conversation spans from Russ’ time as a student-...
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Season 1
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Episode 18
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1:15:24

Episode 17 | The Future of Finance Education with Professor Gergana Jostova, Chair of GW’s Finance Department
In Episode 17 of "Market News with Rodney Lake," Rodney Lake talks with Dr. Gergana Jostova, Chair of the Finance Department, about the future of finance education. Professor Jostova shares her vision for expanding the department with new progr...
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Season 1
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Episode 17
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24:04

Episode 16 | A Dedication to Members and Employees and a Look at Global Expansion: A Deep Dive into Costco
In Episode 16 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, delves into Costco's current valuation and growth strategy. He shines a spotlight on Costco's forward PE ratio of 48 times and a 30% return o...
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Season 1
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Episode 16
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24:02

Episode 15 | Amazon’s Financial Future: Navigating Growth, Debt, and Maintaining the Day 1 Culture Under CEO Jassy
In Episode 15 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, reviews Amazon's recent financial performance, focusing on the increased debt levels on the balance sheet since Andy Jassy took over as CEO. ...
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Season 1
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Episode 15
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27:41

Episode 14 | Navigating Internships and Networking: Insights from GWSB Student Will Ahrens
In Episode 14 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, sits down with Will Ahrens, current GW student and investment enthusiast, to discuss the value of internships and networking for aspiring fin...
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Season 1
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Episode 14
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21:57
