Market News with Rodney Lake

De: The George Washington University Investment Institute
  • Resumen

  • "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.

    © 2025 Market News with Rodney Lake
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Episodios
  • Episode 41 | A Conversation with Greg Wong, from Code to Capital
    Apr 24 2025

    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 computer science and serving in the Navy, to earning an MBA at GW, and transitioning into finance and investment banking. Greg shares pivotal experiences from his time at Friedman, Billings, Ramsey (FBR) and later as an in-house investment banker at Web.com, where he led numerous acquisitions and helped the business grow. The conversation offers valuable career and life advice, including the importance of networking, mentorship, adaptability, and trusting one’s instincts.

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    41 m
  • Episode 40 | Magnificent 7 in Focus: Navigating Volatility with a Long-Term Lens
    Apr 17 2025

    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 discusses each company’s recent performance, business fundamentals, management quality, and valuation outlook, with special attention to the impact of newly announced tariffs and broader macroeconomic pressures. Emphasizing a long-term investment perspective aligned with the GW Investment Institute’s endowment strategy, Rodney highlights Amazon and Nvidia as currently the most attractive opportunities while noting increased caution around Apple due to supply chain uncertainties. The episode delivers a high-level, substantive breakdown for investors seeking clarity in a turbulent market.


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    24 m
  • Episode 39 | Google’s Role in Cloud, Search, and AI Dominance
    Apr 10 2025

    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 remains dominant, the company also sees strong growth in Google Cloud. However, Google’s search dominance faces real threats from AI-powered competitors like ChatGPT, Grok, Claude, and DeepSeek. Despite concerns, the company boasts strong financials: a $2 trillion market cap, $350 billion in revenue, nearly 60% gross margins, and $70 billion in net cash.

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    25 m
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