Market News with Rodney Lake

By: The George Washington University Investment Institute
  • Summary

  • "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.

    © 2024 Market News with Rodney Lake
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Episodes
  • Episode 12 | A Conversation with GWSB Interim Dean Vanessa Perry About Real Estate Regulations and AI in the Future of Work
    Sep 12 2024

    In Episode 12 of "Market News with Rodney Lake," Rodney Lake talks with Vanessa Perry, Interim Dean at the GW School of Business, about recent changes in real estate regulations and the expanding role of AI in the workplace. Dean Perry explains how new rules may impact home buyers and sellers, potentially complicating markets and adversely impacting affordability. She also discusses the growing use of AI in financial sectors, urging students to enhance their analytical skills to integrate these technologies effectively. Dean Perry emphasizes the importance of staying informed, networking strategically, and leveraging unique opportunities to prepare for success in a rapidly evolving finance industry. Tune in to learn more!

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    19 mins
  • Episode 11 | Assessing Microsoft: Valuation, Balance Sheet, and Strategic Growth
    Sep 5 2024

    In Episode 11 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, analyzes Microsoft's current valuation and financial health. He discusses the company's slightly elevated valuation, which remains near its 10-year median, and highlights its robust balance sheet, characterized by strong free cash flow and a high interest coverage ratio. Lake commends Microsoft's strategic investments in Azure, AI, and key acquisitions, as well as the effective leadership of CEO Satya Nadella. Despite the higher valuation, Microsoft's strong fundamentals and growth potential make it a valuable long-term investment for the GW Investment Institute. Tune in to learn more!

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    22 mins
  • Episode 10 | Apple Under the Microscope: Innovation, Management, and Valuation
    Aug 29 2024

    In Episode 10 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, examines Apple’s current performance and prospects. He discusses the company’s innovation in chip design and its AI challenges, commends Tim Cook’s management while noting succession planning concerns, and evaluates Apple's strong balance sheet and high valuation. Professor Lake emphasizes the need to reassess Apple's investment potential and future growth, offering insights into its strategic position and financial health. Tune in for a concise analysis of Apple's strengths and areas to watch.


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    22 mins

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