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Market News with Rodney Lake

Market News with Rodney Lake

De : The George Washington University Investment Institute
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Market News with Rodney Lake is the leading university-run finance podcast, combining rigorous academic analysis with real-world investing. Hosted by Rodney Lake, a finance professor and director of the George Washington University Investment Institute (GWII). Professor Lake delivers weekly breakdowns of companies in the GWII’s student-managed funds.


The podcast features guests from rising students and faculty to experienced professionals, offering insight into macro trends, stock analysis, and portfolio strategy. Listeners hear how students and faculty apply academic frameworks to real investment decisions, offering educational and practical insights from the front lines of academic investing.

© 2026 Market News with Rodney Lake
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    Épisodes
    • Episode 77 | A Conversation with Professor Patrick Hall on Leading AI Strategy in Academia
      Jan 22 2026

      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/

      Follow the GW Investment Institute:
      Instagram: https://www.instagram.com/gwinvestmentinstitute/
      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.

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      25 min
    • Episode 76 | A Conversation with Evan Vanderveer on Global, Long-Term Investment Strategy
      Jan 15 2026

      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.

      Send us your feedback

      Support the show

      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/

      Follow the GW Investment Institute:
      Instagram: https://www.instagram.com/gwinvestmentinstitute/
      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.

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      24 min
    • Episode 75 | The Hinman Economic Report: GDP Growth, Inflation, and Housing Market Heading into 2026
      Dec 30 2025

      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.

      Send us your feedback

      Support the show

      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/

      Follow the GW Investment Institute:
      Instagram: https://www.instagram.com/gwinvestmentinstitute/
      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.

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      24 min
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