"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.
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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Plannerโข Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. Weโll bring you market observations and interviews showcasing real-life examples to help you accum ...
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Episode 32 | Spotifyโs Business Mix: Growth, Competition, and Margins
20:54
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20:54In Episode 32 of โMarket News with Rodney Lake,โ Rodney Lake, Director of the GW Investment Institute, explores Spotify's business model, which revolves around two main revenue streams: premium subscriptions and ad-supported services. The company operates in a competitive streaming market dominated by players like Apple and Amazon, but is praised fโฆ
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Episode 31 | Oracle's Position in the Software Industry
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21:33In Episode 31 of โMarket News with Rodney Lake,โ Rodney Lake, Director of the GW Investment Institute, covers Oracleโs ambitious push into the cloud, positioning itself as a top contender alongside Amazon, Microsoft, and Google. Despite slower growth than its competitors, Oracle's strategic pricing and strong margins make it a notable player in theโฆ
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Episode 30 | The Grocery Industry with Professor David Halliday
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32:36
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32:36In Episode 30 of โMarket News with Rodney Lake,โ Rodney Lake, Director of the GW Investment Institute, speaks with Professor David Halliday about the complexities of the grocery industry. Halliday explains how the grocery sector operates with razor-thin profit margins, often between 1-3%, and how this drives consolidation within the market. With thโฆ
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Episode 29 | Tesla: Innovation and Valuation
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23:44
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23:44In Episode 29 of โMarket News with Rodney Lake,โ Rodney Lake, Director of the GW Investment Institute, discusses Teslaโs potential, highlighting Elon Muskโs significant stake in the company and his ability to drive its success despite managing multiple ventures. The episode covers Tesla's high valuation, fueled by growth expectations in Full Self-Dโฆ
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Episode 28 | Taiwan Semiconductor Manufacturing Company (TSM)
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23:04In Episode 28 of Market News with Rodney Lake, Rodney Lake, Director of the GW Investment Institute, analyzes Taiwan Semiconductor Manufacturing Company's (TSM) performance and its critical role in the semiconductor industry. Professor Lake explores TSM's impressive $83 billion in revenue, 55% gross margins, and nearly 40% net margins. He evaluatesโฆ
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Episode 27 | A Conversation with GW Professor Tara Sinclair
27:33
27:33
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27:33In Episode 27 of โMarket News with Rodney Lake,โ Rodney Lake, Director of the GW Investment Institute, sits down with economist and GW Professor Tara Sinclair. They discuss the importance of early work experience for students and how internships or summer jobs can help individuals identify their interests, develop communication skills, and prepare โฆ
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In Episode 26 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute (GWII), sets the stage for 2025 by exploring key investment trends in artificial intelligence and the space industry. Lake emphasizes GWIIโs proven frameworkโbusiness management, price versus valuation, and balance sheet analysisโas a tool for idenโฆ
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Episode 25 | Walmart: Growth, Debt, and the Digital Race
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22:52
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22:52In Episode 25 of "Market News with Rodney Lake," Rodney Lake dives into Walmart's financial performance and strategic outlook. Lake discusses key metrics, including Walmart's net debt, capital allocation, and recent management decisions under CEO Doug McMillon. Lake highlights Walmartโs challenges in navigating rising interest rates and tariff unceโฆ
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Episode 24 | Can Nike โJust Do Itโ Again?
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22:57In Episode 24 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, dives into Nike's current challenges and opportunities. From iconic brandings like the Nike Swoosh, Jordan, and Air Force 1 to revenue declines and margin struggles, Lake evaluates the company's performance. He emphasizes the need to watch key facโฆ
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Episode 23 | A Conversation with Bill Collier about AI, Valuations, and Advice for Aspiring VCs
31:14
31:14
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31:14In Episode 23 of โMarket News with Rodney Lake,โ Rodney Lake, Director of the GW Investment Institute, sits down with Professor Bill Collier, a seasoned venture capitalist and GW alumnus, to explore the world of entrepreneurship and venture capital. Professor Collier discusses key indicators of product-market fit. He also shares insights into the hโฆ
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What to Expect After the Presidential Election
26:57
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26:57Is it possible for tips and social security not to be taxed? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss the presidential election results and dive into central bank news and how the market is reacting to the incoming Trump administration. #taxstrategy #financialadviโฆ
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Episode 22 | Mastering Mastercard: A Deep Dive into Its Financial Strength and Future
19:37
19:37
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19:37In Episode 22 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, analyzes Mastercard's financial health, focusing on its balance sheet, margins, and management. Professor Lake discusses Mastercard's impressive interest coverage ratio and its use of leverage to boost return on equity. He also discusses regulatorโฆ
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Episode 21 | A Conversation with John Roberts About Unexpected Investment Opportunities
34:27
34:27
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34:27In Episode 21 of โMarket News with Rodney Lake,โ 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 sharesโฆ
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Episode 20 | A Closer Look at Google: Urgency of AI, Leadership, and Future Growth
22:53
22:53
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22:53In Episode 20 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, assesses Googleโs current standing amidst the fast-evolving AI landscape. Analyzing the companyโs management under a non-founder CEO, Sundar Pichai, Lake discusses Googleโs overreliance on its core platformsโSearch and YouTubeโand questions its abโฆ
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Episode 19 | Berkshire Hathaway: Business, Balance Sheet, and Buffettโs Legacy
23:20
23:20
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23:20In Episode 19 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, dives into Berkshire Hathawayโs current standing, exploring its extensive collection of businesses, financial strength, and unique decentralized management model. Lake evaluates Berkshireโs strategic capital allocation under Warren Buffett, discusโฆ
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What to Expect with the Presidential Election
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22:01If youโre wondering what to expect with the presidential election, listen in for some tips on potential changes you might wish to make in your portfolio depending upon the election outcome. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss the presidential election and somโฆ
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Episode 18 | Ramsey Asset Management CEO, Russ Ramsey Interview
1:15:24
1:15:24
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1:15:24In 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 Russโ time as a student-athlete at George Washington University (GW) to the founding of the investment bank Friedman, Billings, Raโฆ
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Episode 17 | The Future of Finance Education with Professor Gergana Jostova, Chair of GWโs Finance Department
24:04
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24:04In 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 โฆ
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What is the difference between tax planning vs tax advice? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss planning versus advice and the potential strategies used to lower your lifetime tax bill. #taxstrategy #financialadvice #wealthmanagement Find it Fast: What You Neeโฆ
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Episode 16 | A Dedication to Members and Employees and a Look at Global Expansion: A Deep Dive into Costco
24:02
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24:02In 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, jusโฆ
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Episode 15 | Amazonโs Financial Future: Navigating Growth, Debt, and Maintaining the Day 1 Culture Under CEO Jassy
27:41
27:41
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27:41In 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 flowโnow nearing $50 โฆ
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Episode 14 | Navigating Internships and Networking: Insights from GWSB Student Will Ahrens
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21:57In 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 โฆ
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Episode 13 | Visa's Capital Allocation and Growth Prospects
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22:57
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22:57In Episode 13 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, reviews Visa's current performance, focusing on its capital allocation and management under Ryan McHenry. Lake highlights Visa's investments in new products and services while defending its market position against competitors like PayPal. With impโฆ
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Episode 12 | A Conversation with GWSB Interim Dean Vanessa Perry About Real Estate Regulations and AI in the Future of Work
19:08
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19:08In 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 impactinโฆ
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Episode 11 | Assessing Microsoft: Valuation, Balance Sheet, and Strategic Growth
22:22
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22:22In 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 โฆ
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Tax Efficient Asset Allocation Strategies
28:22
28:22
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28:22You may feel confident with your asset allocation strategies, but how do you know if youโve optimized them for tax efficiency? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss asset allocation location buckets and which bucket for which account. They also cover recent Cenโฆ
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Episode 10 | Apple Under the Microscope: Innovation, Management, and Valuation
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22:20In Episode 10 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, examines Appleโs current performance and prospects. He discusses the companyโs innovation in chip design and its AI challenges, commends Tim Cookโs management while noting succession planning concerns, and evaluates Apple's strong balance sheeโฆ
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Episode 9 | Balance Sheet within the GWII BMPB Investment Framework
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18:17In Episode 9 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, delves into the intricacies of assessing a company's balance sheet as part of the GWII BMPB Investment Framework. Focusing on companies like Apple and Procter & Gamble, Professor Lake illustrates the impact of financial health on investment decโฆ
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SECURE Act 2.0 Changes on Retirement Savings
29:58
29:58
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29:58If youโre looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II cover the effects of the SECURE Act 2.0 on retirement savings including business owners, retirees, and employer-sponsored planโฆ
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Episode 8 | Decoding Apple's Valuation โ with a Focus on Using the PE Ratio
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21:33
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21:33In Episode 8 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, provides a comprehensive exploration of Apple's price vs. valuation a component of the GWII BMPB Investment Framework, with a focus on using price-to-earnings (PE) ratio. Comparing Appleโs PE of 35.5 with the S&P 500โs 23, he explains that its โฆ
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Episode 7 | Management in GWII's BMPB Framework
22:12
22:12
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22:12In Episode 7 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, discusses the critical alignment of management incentives with shareholder interests. He uses Teslaโs unique performance-based pay package as an example to highlight the importance of evaluating compensation packages through proxy statements. Profeโฆ
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Episode 6 | The Business in GWII's BMPB Framework
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18:50In Episode 6 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute (GWII), explains the business aspect of GWII's BMPB framework (Business, Management, Price/Valuation, and Balance Sheet). He explores the practical applications of the DuPont formula in evaluating business quality, underscores the importance of โฆ
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In Episode 5 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, delves into the significance of Nvidia in the AI era. He explains how Nvidia's graphics processing units are central to AI applications, contributing to the company's substantial market cap of approximately $3 trillion. He highlights Nvidia's iโฆ
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Preparing for Retirement: Withdrawal Rates
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30:08
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30:08If youโll be retiring soon, you may wonder how youโll pay for it. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II chat about ways to plan your withdrawal rates in retirement so your money lasts as long as possible. They also discuss interest rates, the Chinese regional bank crisโฆ
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Episode 4 | AI in Business: Driving Efficiency and Profitability
27:29
27:29
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27:29In Episode 4 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, discusses the pervasive impact of artificial intelligence (AI) on businesses. The episode explores how AI technologies, such as ChatGPT and other machine learning applications, are revolutionizing industries by enhancing efficiency and profitabโฆ
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If youโre wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, youโre not alone. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss why investment banks use them, how the average investor can take advantage of tโฆ
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Donโt Pay the Sticker Price for College
34:57
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34:57If youโre shocked by the price of college, wait until you find out which schools might offer little-known discounts. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss ways to lower the price of college, strategies to pay for it, and student loans. As mentioned by Kevin in โฆ
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Property and Casualty Insurance Shopping Guide
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27:04Youโve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II offer an insurance shopping guide with strategies for shopping around and lowering your property and casualty insurance costs. P & C โฆ
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What should investors be doing during an election year? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II host Global Wealth Advisorsโ Chief Investment Officer Keith Sprauer. They discuss how election years affect the market and how politics plays into the mix. They also jump intoโฆ
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If youโve wondering whether there will be an interest rate cut this year, youโre not alone. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II give another rousing round of Central Bank Roundup and discuss whether investors can expect a rate cut or increase along with what some othโฆ
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If youโre invested in the market and want a more specific definition for some of the jargon and topics in the news lately, this podcast episode is dedicated to you. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II unzip the mailbag and answer your top six questions about the markโฆ
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Picking Good Stocks: What Do You Look For?
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32:04If youโre invested in the stock market, how do you pick your stocks? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss the different types of analysis when selecting stocks including technical vs fundamental analysis, qualitative vs quantitative analysis, and evaluating anโฆ
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Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, โฆ
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Handcuffing employees to companies often occurs by granting employer stock. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics around non-qualified stock-based compensation, employee stock purchase plans, and margin of safety involved with employer stock progrโฆ
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In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income Tโฆ
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Do you go into the market making investments based on what your friends and family are doing, or do you think youโre immune to influences? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II cover the various types of stock market bias you may not realize you have that can derail yoโฆ
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If you have the option through your employer-sponsored retirement plan to make non-deductible contributions to an IRA after you max out your 401(k) limits, you may be able to use a Backdoor Roth. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II cover the specifics. Work with yourโฆ
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People are wondering if we should still be concerned about a recession. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II discuss inflation, the four pillars of recession, and lowering interest rates. They also discuss the Goldilocks scenario and sovereign debt crisis. [Embed podcโฆ
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At this point, youโre probably wondering if the Fed is shooting darts, or if they actually know what theyโre doing when it comes to interest rates. In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II cover the Fed, Japanese equities, and dig into some end-of-year planning strategiesโฆ
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In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II cover several financial topics including the big sell-off, reinvestment risk, and bond laddering. They also offer a bold prediction on whether rates have peaked. Watch the video podcast on YouTube Find it Fast: October Review The Mโฆ
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