Market News with Rodney Lake | Podcast Guru

Details

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.

Recent Episodes

Episode 109 | Q3 Earnings Season: Market Growth, Valuations, and Risks

In Episode 109 of Market News with Rodney Lake, Professor Lake, director of the GW Investment Institute, examines the state of financial markets heading into the third-quarter earnings season, highlighting strong corporate earnings growth, market valuations, and the economic factors shaping investor expectations. He discusses earnings per share growth of approximately 30% among companies that had reported at the time of recording, alongside a forward price-to-earnings ratio of 19.1 times, in ...

21 MIN

Episode 108 | Amazon's AI Spending Boom: Growth, Risks, and Valuation

In Episode 108 of Market News with Rodney Lake, Professor Lake, director of the GW Investment Institute, examines Amazon's business performance, expanding AI infrastructure investments, and long-term growth prospects. Using the GW Investment Institute's Business, Management, Price/Valuation, and Balance Sheet (BMPB) framework, he evaluates Amazon's position across its retail, Amazon Web Services (AWS), and advertising businesses. He highlights the company's strong revenue growth and improving...

23 MIN

Episode 107 | The AI Bottlenecks: Memory, Chips, and Power

In Episode 107 of “Market News with Rodney Lake”, Professor Lake, director of the GW Investment Institute, examines the growing bottlenecks in AI infrastructure and the challenges of meeting rapidly increasing demand for computing power. He begins with high-bandwidth memory, highlighting how production capacity has become increasingly constrained as AI data centers consume a growing share of global memory supply. Using the GW Investment Institute's Business, Management, Price/Valuation, and B...

19 MIN

Episode 106 | Q3 2026 Market Review: Stocks, Bonds, and the Fed

In Episode 106 of “Market News with Rodney Lake”, Professor Lake, director of the GW Investment Institute, reviews the performance of financial markets through the third quarter of 2026, examining the contrast between strong equity returns and a more challenging environment for bonds. He highlights gains across major stock indexes, including the S&P 500 and Nasdaq, while discussing the continued influence of large-cap technology companies and concerns surrounding market concentration. Pro...

23 MIN

Episode 105 | Marvell’s Growing Role in the AI Infrastructure Boom

In Episode 105 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines Marvell Technology and its growing role in the AI and data center infrastructure market. He discusses how Marvell’s custom chips, optics, and data infrastructure business position the company within the continued buildout of AI, while highlighting its reliance on Taiwan Semiconductor for advanced chip manufacturing. Professor Lake breaks down Marvell’s accelerating revenue growt...

22 MIN