In Episode 79 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, shares his “hot takes” on AI’s role in the markets, the use of tools in investment analysis, and how AI serves as a productivity multiplier for the GW Investment Institute. The episode features in-depth analysis of major technology companies including Alphabet, Apple, and Nvidia. He highlights Google’s AI ecosystem and TPUs, Apple’s iPhone 17 upgrade alongside its AI partnership strategy, and Nvidia’s position in chip manufacturing and global competition. Lake emphasizes the need to understand AI’s technological evolution and ecosystem dynamics to make informed investment decisions and prepare for the future of markets and business.

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Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 78 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive market update, reviewing year-to-date numbers from the S&P 500 and Nasdaq, current news at the Federal Reserve, and the performance of major holdings in the new year. The discussion explores key market themes including valuation concerns, inflation, and AI-driven developments. Professor Lake highlights Google’s Gemini 3.0 in contrast with AI strategies and competitive positioning across other companies. He also discusses Berkshire Hathaway’s post-Buffett transition as a contra investment to the AI trade. The episode ties in the Institute’s student-managed funds and experiential learning, reinforcing a measured approach to markets and key portfolio holdings.

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
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Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

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Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 77 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes GW School of Business (GWSB) Professor Patrick Hall to discuss his new role as Chief AI Officer and GWSB’s evolving strategy to integrate artificial intelligence into institutional practice. Drawing on his industry and academic background, Hall outlines early priorities such as increasing visibility around AI initiatives, establishing guidelines for AI use, and expanding access to approved tools, while emphasizing the growing importance of AI-enabled technical skills for students across all disciplines. The conversation also examines differences in AI adoption across academia, government, and private industry, taking insights from Hall’s work with the National Institute of Standards and Technology (NIST) and previous experience in Silicon Valley. The episode underscores the need for GWSB to prepare students for an AI-shaped workforce where human–AI collaboration enhances decision-making and efficiency.

GWSB AI Forum (Faculty & Staff): https://docs.google.com/forms/d/e/1FAIpQLSd5J4y8yUo7qNoLV301vY9XWIi9Iw5lj8PwZOZEsF3C5jIG8g/viewform
NIST AI Risk Management Framework: https://airc.nist.gov/
NIST ARIA: https://ai-challenges.nist.gov/aria

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

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X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 76 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, invites Evan Vanderveer, GW alum and Managing Partner at Vanshap Capital, to begin season 4 of the podcast. Their conversation traces Vanderveer’s path from graduating during the 2009 financial crisis to co-founding Vanshap Capital. They discuss Vanshap’s investment strategy, emphasizing high-quality, founder-led, and customer-centric businesses. Vanderveer explains the firm’s global approach while also addressing building relationships with management teams and investing with a long-term time horizon. He notes the growing role of AI in investment analysis alongside the enduring importance of human judgment, and closes with career advice encouraging curiosity, niche expertise, and an open mindset.

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
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Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

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X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 75 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute (GWII), welcomes GWII Chief Economist and Program Associate Kathleen Hinman for the first Hinman Economic Report, a macro-focused discussion on key U.S. economic and market themes shaping the outlook for 2026. The episode examines the rebound in GDP to 3.8% in Q2, the continued resilience in consumer spending, and a modest rise in unemployment to 4.6%. Hinman and Lake also explore inflation dynamics, including falling oil prices, rising electricity prices driven by data centers, and the housing market’s sensitivity to mortgage rates. The conversation extends to equity market strength led by AI leaders such as Nvidia and AI-driven productivity gains, offering investors a forward-looking perspective on risks and opportunities heading into 2026.

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More from the “Market News with Rodney Lake” Podcast:
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Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

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X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 74 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes GW School of Business student and Stock and Portfolio Management Club (SPMC) President Sofia Cruz for a conversation on experiential learning in finance at GW. The episode explores Sofia’s leadership role in the student-run club and how it engages members through market discussions, stock pitches, a growing analyst fund, and her podcast, Midnight Markets. They also discuss their outlook on AI and tech leaders such as Oracle, Google, and Claude/Anthropic. Sofia shares her enthusiasm for the GWSB community and emphasizes curiosity, adaptability, and growth for students preparing for careers in finance.

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

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X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 73 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive overview of the nine leading U.S. AI stocks on the public market. He highlights Google’s strong 2025 performance, heavy AI investment, and strategic advantages from in-house chips and an integrated enterprise ecosystem. Lake also examines valuation and competitive dynamics across the AI landscape, including Nvidia’s GPU leadership, Apple’s longer-term AI positioning, and Tesla’s progress in autonomous driving, robotics, energy, and data centers in space. In all, Professor Lake emphasizes the transformative impact of AI and the importance of understanding these market leaders.

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
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Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

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X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 72 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, covers the equity markets, interest rates, energy trends, and market headlines. He reviews strong year-to-date performance for the S&P 500 and Nasdaq, discussing the market’s stabilization after tariff-related volatility. Likewise, Lake examines how the current yield curve and anticipated Federal Reserve rate cuts may influence both valuations and mortgage costs. In market headlines, he spotlights Michael and Susan Dell’s historic $6.25 billion contribution to the Invest America initiative, which will fund investment accounts for 25 million children. Lake concludes by analyzing key energy and inflation dynamics—from lower oil prices to rising electricity costs and the accelerating global transition toward electric vehicles, particularly in the U.S. and China.

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
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Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

Follow the GW Investment Institute:
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LinkedIn: https://www.linkedin.com/school/gwinvestmentinstitute/
X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.