Beste Market News podcasts (2025)

1
Episode 68 | Q3 Earnings Digest on Apple, Amazon, and Tesla 22:54

4d ago22:54

22:54

In Episode 68 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, recaps the 2025 Q3 earnings for Apple, Amazon, and Tesla, and their business performance is reflected in the market. He highlights Apple’s strong Q3 results driven by iPhone 17 demand, record service revenue, solid margins, and a calculated app…

1
Episode 67 | Market Resilience Amidst the Government Shutdown 22:39

11d ago22:39

22:39

In Episode 67 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides a broad market update amid the ongoing, record-breaking government shutdown. Lake highlights the continued strength of equity markets, with the S&P 500 up 16.97% and the Nasdaq up 22.74% year to date. Likewise, he discusses resilient c…

1
Episode 66 | Why Taiwan Semiconductor Leads the Industry 23:24

18d ago23:24

23:24

In Episode 66 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides an updated analysis of Taiwan Semiconductor Manufacturing Company (TSM), a key holding in the GW Investment Institute’s portfolios and cornerstone of the global AI supply chain. Lake highlights the company’s exceptional gross margins a…

1
Episode 65 | Market Reactions to the Government Shutdown, Amazon Outage, and Earnings Season 23:33

25d ago23:33

23:33

In Episode 65 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, shares market updates on the government shutdown, corporate earnings, and global trends. He highlights strong bank results from JPMorgan, Goldman Sachs, and Morgan Stanley, noting improved stability since 2008 and continued consolidation, inclu…

1
Episode 64 | Global AI Momentum: What Alibaba Reveals About China’s Strategy 23:29

1M ago23:29

23:29

In Episode 64 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers an analysis of Alibaba, one of China’s largest and most influential technology conglomerates. He examines the company’s structure, leadership under Eddie Wu and Jack Ma, and its expanding focus beyond retail into cloud computing and ar…

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Episode 63 | Q3 Market Recap: From the AI Race to Data Centers in Space 24:05

1M ago24:05

24:05

In Episode 63 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides a market update as the third quarter of 2025 ends, highlighting strong year-to-date gains for the S&P 500 and Nasdaq amidst interest rate cuts, tariffs, and a government shutdown. He discusses Apple’s recent iPhone 17 launch and high v…

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Episode 62 | A Conversation with Dean Sevin Yeltekin on AI, Adaptability, and Leadership 21:45

2M ago21:45

21:45

In Episode 62 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes Sevin Yeltekin, the new dean of the GW School of Business, for a discussion on her leadership experience, the role of AI in education, and her vision for the school. Dean Yeltekin highlights her passion for building programs, fostering…

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Episode 61 | Is Qualcomm a Value Play or a Value Trap? 21:02

2M ago21:02

21:02

In Episode 61 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Qualcomm (QCOM), a GWII portfolio holding and underappreciated player in the AI and 5G ecosystem. Qualcomm leads the industry in modem chips, Snapdragon processors, edge computing, and automotive technology, and stands to benefit from …

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Episode 60 | The Race is On: AI, Semiconductors, and Space 22:14

2M ago22:14

22:14

In Episode 60 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, reviews broad market trends, including strong year-to-date performance of the S&P 500, payroll revisions that signal weaker job growth, the likely Federal Reserve interest rate cuts, and the competitive tech industry. He highlights how AI spend…

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Episode 59 | Can John Deere Emerge as a Tech Company? 22:51

2M ago22:51

22:51

In Episode 59 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, provides a detailed analysis of John Deere’s financial condition, highlighting declining revenue, shrinking margins, and weakening free cash flow despite heavy capital expenditures aimed at driving innovation. Management under CEO John May has …

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Episode 58 | Why Palo Alto Networks’ Acquisition Matters for Investors in the Cybersecurity Industry 23:59

2M ago23:59

23:59

In Episode 58 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Palo Alto Networks, a leading cybersecurity company that is not in the GWII portfolio but holds strategic importance in today’s market. Lake highlights Palo Alto’s strong client base, consistent high gross margins, improving profitabil…

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Episode 57 | Tesla as a Must-Watch Investment in AI, Energy, and Automation 23:11

3M ago23:11

23:11

In Episode 57 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, analyzes Tesla, a small but significant holding in the GW Investment Institute portfolios. He frames Tesla as more than an EV manufacturer, highlighting its leadership in real-world AI applications such as autonomous driving, energy storage, Au…

1
Episode 56 | Can Apple Catch Up in the AI Race? A Key Question for Investors 23:03

3M ago23:03

23:03

In Episode 56 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, revisits Apple, one of the first companies purchased by the GW Investment Institute’s student-managed fund in 2005. He highlights Apple’s enduring strength in its iPhone-centered ecosystem, with a $3.4 trillion market cap, $408 billion in reven…

1
Episode 55 | CPI, Tariffs, and AI Disruption: Navigating Market Shifts in August 2025 22:04

3M ago22:04

22:04

In Episode 55 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, opens a conversation on broader market trends. The episode begins with CPI data showing a modest 0.3% inflation increase, which boosted market sentiment and heightened expectations for Federal Reserve rate cuts. The discussion extends to AI inv…

1
Episode 54 | Inside Adobe’s Investment Value: AI Competition, Slow Growth, and Strong Margins 23:26

3M ago23:26

23:26

In Episode 54 of "Market News with Rodney Lake," Professor Lake, director of the GW Investment Institute, analyzes Adobe, a digital experience software-as-a-service company. Lake highlights Adobe’s transition from a licensing to a subscription-based business model, which now accounts for approximately 95% of its revenue. Despite slowing revenue gro…

1
Episode 53 | Behind the Magic: Understanding the Business of Disney 24:26

4M ago24:26

24:26

In Episode 53 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, assesses Disney’s investment value and future outlook. Lake highlights Disney’s strong brand and diversified business model spanning entertainment, experiences, and sports, but notes challenges including slow revenue growth, high content costs,…

1
Episode 52 | From Ads to AI: Meta’s Strategic Shift for Investors and Analysts 28:13

4M ago28:13

28:13

In Episode 52 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, offers a comprehensive analysis of Meta, an ad-driven business that owns Facebook, Instagram, WhatsApp, and Messenger. He explores Meta’s $1.8 trillion market cap and its strategic pivot from the Metaverse to AI, particularly through its open-w…

1
Episode 51 | ServiceNow in the Age of Agentic AI: Financials and Forward Strategy 24:15

4M ago24:15

24:15

In Episode 51 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, starts season 3 with an in-depth analysis of ServiceNow. Lake highlights ServiceNow’s strong enterprise software performance and strategic shift toward agentic AI-powered solutions. The company demonstrates exceptional gross margins of approxim…

1
Episode 50 | Roper Technologies: Can Management Deliver on Margin Expansion? 23:28

5M ago23:28

23:28

In Episode 50 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, analyzes Roper Technologies, an industrial operator turned high-margin software-as-a-service (SaaS) business. Under CEO Neil Hunn’s leadership since 2018, Roper has maintained gross margins around 70% and net margins near 20%, with projections …

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Episode 49 | Evaluating Xylem: Growth, Margins, and Management in Transition 22:33

5M ago22:33

22:33

In Episode 49 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, explores Xylem, a water technology company that serves individual consumption and critical infrastructure like data centers. The company maintains stable gross margins around 37.5% and has steadily grown its net income and free cash flow, reach…

1
Episode 48 | Exploring Industrials: A Breakdown of Emerson Electric 22:01

5M ago22:01

22:01

In Episode 48 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, discusses Emerson Electric as the company is critical in supporting infrastructure behind AI technology. With a market cap of $67 billion and annual revenue of approximately $17.6 billion, Emerson Electric has delivered moderate growth alongsid…

1
Episode 47 | Brewing Trouble? A Look into Starbucks' Slowing Growth 22:48

5M ago22:48

22:48

In Episode 47 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, focuses on Starbucks’ business model, financial health, and prospects. While the brand remains strong and globally recognized, especially in North America and China, key financial indicators suggest weaker performance: revenue growth has slowed…

1
Episode 46 | May 2025 in Focus: Improving Trade Relations and AI’s Impact on Big Tech 22:42

6M ago22:42

22:42

In Episode 46 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, highlights key macroeconomic updates, including softer-than-expected inflation data, improving trade relations between the U.S. and China, and Nvidia’s expanded market access in Saudi Arabia. Professor Lake also discusses the impact of artifici…

1
Episode 45 | A Taste of Coca-Cola’s Financial Profile 22:45

6M ago22:45

22:45

In Episode 45 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, provides an in-depth analysis of Coca-Cola’s current financial and strategic position. He highlights the company’s strong brand, solid gross and net margins, and responsible capital allocation, particularly through consistent dividend growth. W…

1
📈 Markets Tumble After Moody’s Downgrades US Credit Rating 24:31

6M ago24:31

24:31

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: https://go.rockwelltrading.com/audiobookYT Here's what is happening in the markets today, Monday, May 19th, 2025 - US debt downgrade sends markets lower - Moody's shocking Aa1 rating - consequences explained - Foreign demand weakening for US treasuries - Treasury yields spike …

1
Episode 44 | Buffett Steps Down: What’s Next for Berkshire Hathaway? 22:03

6M ago22:03

22:03

In Episode 44 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, discusses the transition at Berkshire Hathaway following Warren Buffett’s announcement that he will step down as CEO by the end of 2025. The episode highlights Buffett’s long-standing philosophy of capital reinvestment and buybacks over dividen…

1
📈 Dow EXPLODES 1,000 Points After Surprise US-China Deal 25:55

6M ago25:55

25:55

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: https://go.rockwelltrading.com/audiobookYT Here's what is happening in the markets today, Monday, May 12th, 2025 - Dow soars 1,000+ points - trade tensions easing? - US-China slash tariffs 115% - temporary peace achieved- China tariffs drop to 30% - Treasury Secretary hints at…

1
Episode 43 | A Conversation with Laura Null on Student Investing and Risk Management 26:00

6M ago26:00

26:00

In Episode 43 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute (GWII), interviews Laura Null, a graduating senior from GW’s School of Business majoring in finance and minoring in statistics. Drawn to the “chaos” of trading, Laura quickly immersed herself in the GWII to make a real impact with real capital. …

1
📈 Fed Meeting, Trade Fears & Oil Crash - Perfect Storm Brewing? 24:44

7M ago24:44

24:44

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: https://go.rockwelltrading.com/audiobookYT Here's what is happening in the markets today, Monday, May 5th, 2025 - S&P 500's historic 9-day winning streak over - longest since 2004 - Fed meeting this week - Powell's crucial signals - Berkshire (BRK.A) shocker: Buffett stepping …

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Episode 42 | Markets in Motion: Understanding Today’s Market for Long-Term Investors 23:13

7M ago23:13

23:13

In Episode 42 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, provides a broad overview of current market conditions, emphasizing the significant influence of tariffs and trade tensions, particularly involving the Trump administration's policies. Despite short-term uncertainty and volatility, with compani…

1
📈 180+ Earnings Reports - Market Crash or Epic Rally Incoming? 25:46

7M ago25:46

25:46

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: https://go.rockwelltrading.com/audiobookYT Here's what is happening in the markets today, Monday, April 28th, 2025 - S&P 500's wild April - recovery or resistance ahead? - April ending red - what does May bring? - 180+ S&P companies reporting - “Magnificent Seven” giants AMZN,…

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Episode 41 | A Conversation with Greg Wong, from Code to Capital 40:59

7M ago40:59

40:59

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 inv…

1
📈 Markets Plunge as Trump Targets Fed Chair Powell – What's Next? 23:41

7M ago23:41

23:41

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: ⁠⁠https://go.rockwelltrading.com/audiobookYT⁠⁠ Here's what is happening in the markets today, Monday, April 21st, 2025 - Stocks tumble (again) - Tariff Watch: No news is bad news - Can Trump fire Powell? Trump-Powell situation heats up - US Dollar falls to 3-year lows - Gold m…

1
Episode 40 | Magnificent 7 in Focus: Navigating Volatility with a Long-Term Lens 24:24

7M ago24:24

24:24

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, wit…

1
📈 Markets In Turmoil: Nowhere To Run This Time? Plus - Trump's Weekend Tariff Surprise 25:35

7M ago25:35

25:35

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: ⁠https://go.rockwelltrading.com/audiobookYT⁠ Here's what is happening in the markets today, Monday, April 14th, 2025 - What comes next after one of the craziest weeks of trading EVER? - Bond market was a HUGE concern last week. - Inflation looks better but Consumer Sentiment n…

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TRUMP CHAOS - The Bond Sell Off That Nearly Crashed the Economy 21:40

7M ago21:40

21:40

📈 TRUMO CHAOS: The Bond Sell-Off That Nearly Crashed the EconomyA Historic Week in the Stock Market: Massive Swings, Trump’s Tariff Reversal & What’s Next 📈This week was unlike anything we’ve seen in recent market history. From record-breaking volatility and a 9% rally in the S&P 500, to Trump’s shocking policy reversal on tariffs — this video brea…

1
Episode 39 | Google’s Role in Cloud, Search, and AI Dominance 24:36

7M ago24:36

24:36

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 fac…

1
📈 Market Collapse: Trump Tariffs Trigger Historic 3-Day Meltdown 25:45

7M ago25:45

25:45

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: https://go.rockwelltrading.com/audiobookYT Here's what is happening in the markets today, Monday, April 7th, 2025 - Markets in freefall as Trump tariffs bite hard - Dow plummets 700+ points in pre-market carnage - S&P 500 approaches bear market territory - Oil crashes below $6…

1
Episode 38 | Navigating the US-China Tech Race: Apple, Nvidia, and the Future of AI 24:23

8M ago24:23

24:23

In Episode 38 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, dives into recent market developments focusing on the ongoing impact of tariffs under the Trump administration. Lake examines how major companies like Apple and Nvidia navigate challenges in China, including competition from local brands and ch…

1
📈 Trump Tanks Markets - Worst Quarter Since 2022 as Tariffs Loom 23:02

8M ago23:02

23:02

Here's what is happening in the markets today, Monday, March 31st, 2025 - Tariff jitters: stocks tumble - Trump's "Liberation Day" approaches - markets brace - "No one wins from trade war" - analysts warn - S&P 500 correction continues - worst month since 2022 - Nasdaq's brutal quarter - biggest drop since 2022 - Five-quarter winning streak about t…

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Episode 37 | A Conversation with Dan Ives on Tech Investing and AI 42:26

8M ago42:26

42:26

In Episode 37 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, interviews Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, focusing on the transformative impact of AI on major tech companies. Ives emphasizes Nvidia's dominance in AI hardware, predicting its market cap c…

1
📈 Stocks Jump Higher - Is the Correction FINALLY Over? 21:13

8M ago21:13

21:13

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: https://go.rockwelltrading.com/audiobookYT Here's what is happening in the markets today, Monday, March 24th, 2025 - Stocks higher on Trump's tariff rollback rumors - Trade war fears cooling - but for how long? - S&P 500 breaks losing streak - momentum shifting? - Market sits …

1
Episode 36 | The Future of Salesforce: Balancing Innovation and Revenue Growth 23:20

8M ago23:20

23:20

In Episode 36 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, analyzes Salesforce's current business performance. Salesforce’s management, led by co-founder Marc Benioff, receives high marks for its impressive gross margins of 77-80% and net margins of 17.5%, which are expected to increase. However, concerns…

1
📈 March Madness: NASDAQ Correction & RUSSELL Bear Market? 21:22

8M ago21:22

21:22

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: ⁠https://go.rockwelltrading.com/audiobookYT⁠ Here's what is happening in the markets today, Monday, March 17th, 2025 - NASDAQ in correction territory & S&P is next - 4th losing week in a row for stocks - Gold sees flight to safety and makes new records - Consumer sentiment wor…

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Episode 35 | CrowdStrike: Navigating Growth and Challenges in Cybersecurity 25:34

8M ago25:34

25:34

In Episode 35 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides an in-depth analysis of CrowdStrike, a leading cybersecurity company. With impressive 30% revenue growth, CrowdStrike’s subscription-based model and 75% gross margins position it as a high-growth player in the cybersecurity space. Despite…

1
📈 “Trump Bump” Turns Into “Trump Dump” 20:54

8M ago20:54

20:54

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: https://go.rockwelltrading.com/audiobookYT Here's what is happening in the markets today, Monday, March 10th, 2025 - Stocks continue to slide - trouble ahead? - Worst weekly loss since September - Wall Street selling pressure intensifies - Analyst warns of deeper drawdown - 20…

1
Episode 34 | Market Updates on Apple, Berkshire Hathaway, and Walmart 27:55

9M ago27:55

27:55

In Episode 34 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides a market update, focusing on key developments in Apple, Berkshire Hathaway, and Walmart. Apple’s $500 billion investment over the next four years in the U.S. stands out, with plans to expand manufacturing, R&D, and AI infrastructure. Berk…

1
📈 Trump's Crypto Bombshell Sends Bitcoin Soaring 27:15

9M ago27:15

27:15

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: https://go.rockwelltrading.com/audiobookYT Here's what is happening in the markets today, Monday, March 3rd, 2025 Markets try to shake off February slump Tariff tensions looming - what happens Tuesday? Trade war worries intensifying or overblown? Bitcoin skyrockets after Trump…

1
Episode 33 | Fortinet and the Cybersecurity Tailwind 22:56

9M ago22:56

22:56

In Episode 33 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, discusses Fortinet, a cybersecurity company performing well, recently hitting a 52-week high. The company has demonstrated consistent growth, with a revenue of $5.9 billion and a market cap of $87 billion. Fortinet enjoys impressive gross margins …

1
📈 Market Rebound Fails After Worst Week Since October 25:05

9M ago25:05

25:05

📗 Want my New Audio Book, Building Your Financial Fortress? Get it here: https://go.rockwelltrading.com/audiobookYT Here's what is happening in the markets today, Monday, February 24th, 2025 - Nvidia (NVDA) earnings loom - can AI hype survive DeepSeek? - Home Depot (HD) earnings tomorrow - Domino's Pizza (DPZ) stumbles - consumer spending warning? …

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