Market News with Rodney Lake

The George Washington University Investment Institute
  • 5.0 (5)
  • BUSINESS NEWS
  • UPDATED MONTHLY
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.

  1. 10 HR. AGO

    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 the less glamorous corners of the market where young analysts can uncover hidden opportunities. Roberts shares valuable insights on identifying investment potential in out-of-the-way sectors that may offer attractive returns and long-term stability. Whe...

    34 min

  2. NOV 7

    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 Pichai, Lake discusses Google’s overreliance on its core platforms—Search and YouTube—and questions its ability to compete in the AI race with tools like Gemini. While acknowledging Google’s solid balance sheet and steady presence in the market, Lake sc...

    23 min

  3. OCT 31

    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 decentralized management model. Lake evaluates Berkshire’s strategic capital allocation under Warren Buffett, discussing the challenges and opportunities of maintaining growth at such scale. Rating key aspects like the business portfolio, management, valuation, a...

    23 min

  4. OCT 24

    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-athlete at George Washington University (GW) to the founding of the investment bank Friedman, Billings, Ramsey (FBR) and the inception of the GW Investment Institute. The discussion then takes a deep dive into the evolving landscape of artificial intell...

    1h 15m

  5. OCT 17

    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 programs focused on AI and sustainable finance. They also discuss the importance of an undergraduate degree in finance, as it equips students for various roles, from portfolio management to corporate finance. Professor Jostova explains how businesses and inv...

    24 min

  6. OCT 10

    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 on equity. He ponders whether the company's international expansion, particularly its success in China, justifies its high valuation. Lake underlines the unique culture management fosters, prioritizing members, employees, and shareholders. Despite the hi...

    24 min

  7. OCT 3

    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. Lake examines the company's trajectory, highlighting a significant rise in free cash flow—now nearing $50 billion—after a dip in 2021 and 2022. While Amazon's balance sheet remains stable with an interest coverage ratio of 11 times, Lake raises concerns...

    28 min

  8. SEP 26

    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 finance professionals. Will shares personal experiences, emphasizing the importance of starting early in the internship process, building genuine connections, and trusting your instincts when making career decisions. The episode highlights practical advice...

    22 min
See All (21)

Ratings & Reviews

5
out of 5
5 Ratings

About

"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.

Information

  • Creator
    The George Washington University Investment Institute
  • Years Active
    2022 - 2024
  • Episodes
    21
  • Rating
    Clean
  • Copyright
    © 2024 Market News with Rodney Lake
  • Show Website
    Market News with Rodney Lake

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada