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
59 episodes
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
Episode 48 | Exploring Industrials: A Breakdown of Emerson Electric
In Episode 48 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, discusses Emerson Electric as the company is critical in supporting infrastructure behind AI technology. With a market cap of $67 billion ...
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Season 2
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Episode 48
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22:01
Episode 47 | Brewing Trouble? A Look into Starbucks' Slowing Growth
In Episode 47 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, focuses on Starbucks’ business model, financial health, and prospects. While the brand remains strong and globally recognized, especially ...
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Season 2
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Episode 47
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22:48
Episode 46 | May 2025 in Focus: Improving Trade Relations and AI’s Impact on Big Tech
In Episode 46 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, highlights key macroeconomic updates, including softer-than-expected inflation data, improving trade relations between the U.S. and China,...
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Season 2
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Episode 46
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22:42
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