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Rodney Lake
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Market News with Rodney Lake
Episode 69 | Earnings Season Highlights from Alphabet, Microsoft, and Berkshire Hathaway
In Episode 69 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, examines earnings from Alphabet, Microsoft, and Berkshire Hathaway. He highlights Alphabet’s standout quarter, backed by strong advertising, rapid Google Cloud growth, and significant AI investment. Microsoft also reports impressive results with Azure’s continued momentum, substantial AI-driven CapEx, and a notable 27% stake in OpenAI under Satya Nadella’s strong leadership. Berkshire Hathaway, positioned as a “contra-AI trade,” spotlights their $380B cash pile, steady operating businesses, and the upcoming leadership transition from Warren Buffett to Greg Abel. This week, Professor Lake emphasizes valuation context, balan...
2025-11-20
23 min
Market News with Rodney Lake
Episode 68 | Q3 Earnings Digest on Apple, Amazon, and Tesla
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 approach to AI. Amazon impressed with 20% growth in AWS, rising advertising revenue, and progress on their in-house Trainium chip design, maintaining a strong balance sheet and free cash flow. Tesla reported 12% revenue growth, record cash levels, and a 50% surge in its energy business, underscoring opportunities in batter...
2025-11-13
22 min
Market News with Rodney Lake
Episode 67 | Market Resilience Amidst the Government Shutdown
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 corporate earnings, particularly among major tech firms such as Nvidia, Microsoft, Apple, and Palantir. Lake examines the Federal Reserve’s recent rate cut, persistent long-term yields near 4%, and the impact on mortgage rates and the housing market, noting that the 10-year yield has remained stubbornly high despite the Fed’s...
2025-11-06
22 min
Market News with Rodney Lake
Episode 66 | Why Taiwan Semiconductor Leads the Industry
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 at 59%, strong revenue growth at 39%, and a profit-driving manufacturing model. He also praises CEO Dr. C.C. Wei and the management team for maintaining operational excellence, investing heavily in manufacturing expansion in the U.S. and Japan, and preserving a robust $60 billion net cash position. While acknowledging that TSM...
2025-10-30
23 min
Market News with Rodney Lake
Episode 65 | Market Reactions to the Government Shutdown, Amazon Outage, and Earnings Season
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, including Capital One’s purchase of Discover. He discusses Coca-Cola’s “two-tiered economy” and use of AI to boost efficiency, then reviews TSMC’s standout earnings and central role in AI chip production for Apple and Nvidia, contrasting it with Intel’s challenges. Professor Lake also spotlights Apple’s strong iPhone 17 sales, the U.S.-Australia...
2025-10-23
23 min
Market News with Rodney Lake
Episode 64 | Global AI Momentum: What Alibaba Reveals About China’s Strategy
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 artificial intelligence—where Alibaba trails only AWS and Microsoft Azure. Drawing on insights from his recent trip to China, Lake emphasizes the nation’s economic energy and its parallel with the U.S. in driving AI innovation. He highlights Alibaba’s strong year-to-date performance, solid gross margins...
2025-10-16
23 min
Market News with Rodney Lake
Episode 63 | Q3 Market Recap: From the AI Race to Data Centers in Space
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 valuation but expresses concern over their unclear AI strategy compared to Nvidia and Amazon. He also explores Amazon’s Kuiper satellite project and the futuristic potential of data centers in space. Professor Lake encourages students and investors to actively integrate AI tools into their research and inve...
2025-10-09
24 min
Market News with Rodney Lake
Episode 62 | A Conversation with Dean Sevin Yeltekin on AI, Adaptability, and Leadership
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 innovation, and preparing students for a future shaped by AI and rapid market disruptions. She emphasizes the importance of pairing technical proficiency with domain knowledge, communication, and teamwork. Dean Yeltekin advises students to embrace adaptability, lifelong learning, and the confidence to tackle complex prob...
2025-10-02
21 min
Market News with Rodney Lake
Episode 61 | Is Qualcomm a Value Play or a Value Trap?
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 the commercialization of low-Earth orbit satellites. Lake points to Qualcomm’s strong gross and net margins, steady cash flow, and $172 billion market cap, but also raises concerns about its limited revenue growth projections of only 2% in 2026, modest management execution, and the risk of a value trap for investors. Lake c...
2025-09-25
21 min
Market News with Rodney Lake
Episode 60 | The Race is On: AI, Semiconductors, and Space
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 spending continues to drive markets, focusing on Apple’s lagging AI strategy, high valuation, and whether its loyal customer base and ecosystem can sustain its market position with the iPhone 17 launch. Rodney also examines the competitive dynamics within the semiconductor and satellite industries, discussing Nvidia’s rapid growth, valuatio...
2025-09-18
22 min
Market News with Rodney Lake
Episode 59 | Can John Deere Emerge as a Tech Company?
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 sought to reposition Deere as a technology company, but challenges persist with tariffs, slowing growth, and questions around execution. The company trades at a premium valuation relative to peers with a strong return on equity, but its deteriorating balance sheet—marked by $56 billion in net debt, rising preferred stock, and a lo...
2025-09-11
22 min
Market News with Rodney Lake
Episode 58 | Why Palo Alto Networks’ Acquisition Matters for Investors in the Cybersecurity Industry
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 profitability, and robust free cash flow, while noting a gradual slowdown in revenue growth and low net margins. He also examines the company’s $25 billion cash-and-stock acquisition of CyberArk. This major capital allocation move underscores consolidation in the cybersecurity industry and expands Palo Alto’s capabilities in identity sec...
2025-09-04
23 min
Market News with Rodney Lake
Episode 57 | Tesla as a Must-Watch Investment in AI, Energy, and Automation
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, AutoBidder software, and the Optimus humanoid robot. Lake also weighs Elon Musk’s visionary leadership and capital allocation into future markets like robotaxis against risks such as political activities and executive compensation. Overall, Lake positions Tesla as a key player in the evolving AI, energy, and automation landscape, cautio...
2025-08-28
23 min
Market News with Rodney Lake
Episode 56 | Can Apple Catch Up in the AI Race? A Key Question for Investors
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 revenue, and $96 billion in free cash flow over the past 12 months. At the same time, he raises concerns about regulatory pressures, slowing revenue growth, and Apple’s lag in artificial intelligence, pointing out its relatively low CapEx spending compared to competitors like Microsoft, Google, and Meta. While CEO Tim Cook has su...
2025-08-21
23 min
The BoardGameGeek Podcast
Episode 75: A COIN for Your Thoughts, with Rodney (Watch It Played) & Joel (Drive Thru Games)
Rodney Smith (Watch It Played) and Joel Eddy (Drive Thru Games) join Candice to discuss the evolution of the COIN Series and why they find COIN games fascinating, along with sharing some of their favorites in the series...and getting each other hype to watch more anime.00:00:00 Introduction00:06:23 TCGs + Gundam + Anime 00:26:36 Fresh Plays00:26:58 Fate of the Fellowship00:33:51 Tales of the Arthurian Knights00:45:35 Scape Goat00:55:30 The Evolution of the COIN Series00:55:52 COINsplaining01:15:15 Playing Remotely aka "Rodney Style"01:18:52 The Beauty of Playbooks01:22:03 Not Just for Four (Colonial Twilight, All Bridges Burning, People Power)01:23:23 Irregular C...
2025-08-15
2h 15
Market News with Rodney Lake
Episode 55 | CPI, Tariffs, and AI Disruption: Navigating Market Shifts in August 2025
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 investment trends, infrastructure needs, and derivative plays such as energy suppliers. Lake also explores AI and robotics’ transformative impact on portfolios, pointing to opportunities in autonomous transportation, humanoid robots, and enterprise software, while cautioning investors about potential disruption risks to companies like Adobe, Wix, and Shutterstock. He underscores the im...
2025-08-14
22 min
Market News with Rodney Lake
Episode 54 | Inside Adobe’s Investment Value: AI Competition, Slow Growth, and Strong Margins
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 growth rates, Adobe’s gross margins remain exceptionally high at around 89% and net margins are projected to reach 37% for the fiscal year 2025. Management, led by Shantanu Narayen since 2017, receives high marks for exercising disciplined capital allocation and strategic acquisitions. Professor Lake also discusses Adobe’s integration of agentic AI via Firefly and evalua...
2025-08-07
23 min
Market News with Rodney Lake
Episode 53 | Behind the Magic: Understanding the Business of Disney
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, and stiff competition in streaming from Netflix, Apple, and Amazon. He addresses optimistic financial performance with Disney’s gross margins improving to 37%, net margins projected to reach 11% for the 2025 fiscal year, and growing free cash flow now at $10.8 billion. Although CEO Bob Iger is credited for stabilizing management, future capital allocation...
2025-07-31
24 min
Market News with Rodney Lake
Episode 52 | From Ads to AI: Meta’s Strategic Shift for Investors and Analysts
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-weight Llama models. Lake highlights Meta’s strong financials—including gross margins near 80%, net margins above 40%, and interest coverage ratio at 128x. While acknowledging criticisms like their constrained total addressable market, CEO Zuckerberg’s voting control via dual-class shares, and ad revenue concentration, Lake applauds Meta’s balance sheet and foun...
2025-07-24
28 min
Market News with Rodney Lake
Episode 51 | ServiceNow in the Age of Agentic AI: Financials and Forward Strategy
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 approximately 79%, consistent free cash flow growth, and a well-managed balance sheet. However, modest net margins and a high forward PE at 58 times raise concerns among analysts. CEO Bill McDermott earns high marks for his leadership through organic growth and AI-focused acquisitions, including the recent acquisition of Moveworks. Professor Lake encourages analysts to closely track...
2025-07-17
24 min
Market News with Rodney Lake
Episode 50 | Roper Technologies: Can Management Deliver on Margin Expansion?
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 suggesting an increase to 27%. Despite solid revenue and free cash flow, revenue growth has slowed from a peak of 15% in 2023 to a projected 8% in 2026. Lake cautions that Roper’s future performance will depend on whether management can effectively allocate capital—balancing acquisitions and organic growth—to sustain gross margins, expand net margins toward 27%, and justify...
2025-06-26
23 min
Market News with Rodney Lake
Episode 49 | Evaluating Xylem: Growth, Margins, and Management in Transition
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, reaching a 12% net margin and $889 million in trailing twelve-month free cash flow. Lake notes that while new CEO Matthew Pine is an industry veteran, his short tenure makes it difficult to evaluate management, especially following Xylem’s transformative $7.5 billion acquisition of Evoqua in 2023. With modest projected revenue growth and a high...
2025-06-19
22 min
Market News with Rodney Lake
Episode 48 | Exploring Industrials: A Breakdown of Emerson Electric
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 alongside a notable increase in gross margins, from 44% to 52% in recent years. Lake remarks that the net income and free cash flow have trended upward, supported by a strategic move into the higher-margin software business by acquiring Aspen Technology. However, the company’s balance sheet has weakened due to increased debt from t...
2025-06-12
22 min
Market News with Rodney Lake
Episode 47 | Brewing Trouble? A Look into Starbucks' Slowing Growth
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 from 23% in 2021 to negative in 2025, gross margins have declined from 29% to 25%, and net margins have declined from 13% to 9%. Professor Lake explains that modest free cash flow and net debt of $23 billion limit Starbucks’ flexibility. The company also offers a growing dividend, but high valuation and a weakening balance sheet minimize optimism...
2025-06-05
22 min
Market News with Rodney Lake
Episode 46 | May 2025 in Focus: Improving Trade Relations and AI’s Impact on Big Tech
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 artificial intelligence and large language models on the business models of major technology companies, such as Tesla, Google, Meta, Amazon, and Apple. He emphasizes the rapid evolution of AI and its wide-ranging applications—from research and advertising to robotics and video generation—and urges analysts and investors to stay engaged with the t...
2025-05-29
22 min
Market News with Rodney Lake
Episode 45 | A Taste of Coca-Cola’s Financial Profile
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. While Coca-Cola's valuation is in line with its 10-year average, concerns are raised about the company’s balance sheet, specifically its high debt levels and a modest interest coverage ratio of six times. The episode reminds listeners that while Coca-Cola remains a solid long-term holding for the GW Investment Institute, it require...
2025-05-22
22 min
Market News with Rodney Lake
Episode 44 | Buffett Steps Down: What’s Next for Berkshire Hathaway?
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 dividends, and how the upcoming leadership shift to Greg Abel may alter that direction. Professor Lake emphasizes the improved performance at Geico under Todd Combs and Ajit Jain, showcasing a possible preview of Berkshire’s future operating model. As Berkshire enters a new era, investors are encouraged to closely mo...
2025-05-15
22 min
Market News with Rodney Lake
Episode 43 | A Conversation with Laura Null on Student Investing and Risk Management
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. She reflects on her transformative experience in the Applied Financial Security Analysis class, equipping her with hands-on skills in financial modeling, stock pitching, and fundamental company analysis. Laura emphasized the importance of discerning short-term market noise from long-term trends and understanding that markets ar...
2025-05-08
26 min
Market News with Rodney Lake
Episode 42 | Markets in Motion: Understanding Today’s Market for Long-Term Investors
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 companies like Apple and Nvidia receiving tariff exceptions and businesses like Walmart and Amazon grappling with rising costs, the U.S. economy shows underlying resilience with strong employment and moderate GDP growth. The conversation emphasizes the importance of focusing on long-term investment strategies, such as investing in high-quality companies with strong management teams that can...
2025-05-01
23 min
Market News with Rodney Lake
Episode 41 | A Conversation with Greg Wong, from Code to Capital
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 investment banking. Greg shares pivotal experiences from his time at Friedman, Billings, Ramsey (FBR) and later as an in-house investment banker at Web.com, where he led numerous acquisitions and helped the business grow. The conversation offers valuable career and life advice, including the im...
2025-04-24
40 min
Market News with Rodney Lake
Episode 40 | Magnificent 7 in Focus: Navigating Volatility with a Long-Term Lens
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, with special attention to the impact of newly announced tariffs and broader macroeconomic pressures. Emphasizing a long-term investment perspective aligned with the GW Investment Institute’s endowment strategy, Rodney highlights Amazon and Nvidia as currently the most attractive opportunities while noting increased caution around Apple due to supply chain uncertainties. The episode delivers a...
2025-04-17
24 min
Market News with Rodney Lake
Episode 39 | Google’s Role in Cloud, Search, and AI Dominance
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 faces real threats from AI-powered competitors like ChatGPT, Grok, Claude, and DeepSeek. Despite concerns, the company boasts strong financials: a $2 trillion market cap, $350 billion in revenue, nearly 60% gross margins, and $70 billion in net cash. Send us your feedbackSupport the showMore fr...
2025-04-10
24 min
Market News with Rodney Lake
Episode 38 | Navigating the US-China Tech Race: Apple, Nvidia, and the Future of AI
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 chip manufacturing concerns. Professor Lake also analyzes Apple's position in the AI race, where it lags behind competitors but may leverage its platform to integrate multiple models efficiently. Despite emerging competition, Nvidia’s dominance in AI hardware and software remains unchallenged, while ongoing developments with TSMC’s US-based chip pro...
2025-04-03
24 min
Market News with Rodney Lake
Episode 37 | A Conversation with Dan Ives on Tech Investing and AI
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 could reach $4-5 trillion due to its unmatched technology and ecosystem. On Tesla, Ives remarks on the long-term potential in autonomous robotics despite short-term controversies and management challenges. Ives and Lake also discuss Apple, Microsoft, and Palantir as leaders in the tech sector with strong growth opportunities. Other key...
2025-03-27
42 min
Market News with Rodney Lake
Episode 36 | The Future of Salesforce: Balancing Innovation and Revenue Growth
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 remain about future revenue growth, especially as the company faces slowing sales and competition in the AI space. Despite these challenges, Salesforce’s balance sheet is strong, with $14 billion in cash and $11 billion in debt, reflecting a net cash position of $3 billion. Listen to learn more about Salesforce’s position a...
2025-03-20
23 min
Market News with Rodney Lake
Episode 35 | CrowdStrike: Navigating Growth and Challenges in Cybersecurity
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 current low net margins, the company is expected to be profitable moving forward with net margins of 20-25% for the full years of 2025-2026. Under the leadership of co-founder and CEO George Kurtz, the company has successfully navigated challenges and demonstrated their ability to recover. While CrowdStrike’s $91 billion market cap and high...
2025-03-13
25 min
Market News with Rodney Lake
Episode 34 | Market Updates on Apple, Berkshire Hathaway, and Walmart
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. Berkshire Hathaway’s performance draws attention with record operating earnings and a huge cash pile. Still, questions arise about whether its next leadership under Greg Abel can continue striking the deals Buffett has achieved. Finally, Walmart’s earnings exceeded expectations, driven by growth in higher-mar...
2025-03-06
27 min
Market News with Rodney Lake
Episode 33 | Fortinet and the Cybersecurity Tailwind
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 of 80% and net margins of 26%. Its co-founders, Ken and Michael Xie continue to lead the company, owning a significant stake that aligns them with shareholder interests. Overall, Fortinet is viewed as a high-quality business with growth prospects, solid management, and a strong market position in the cybersecurity sector.
2025-02-27
22 min
Market News with Rodney Lake
Episode 32 | Spotify’s Business Mix: Growth, Competition, and Margins
In Episode 32 of “Market News with Rodney Lake,” 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 for performing well in its niche. Spotify’s revenue reached $15 billion in 2024, growing at 18%, though its margins are relatively modest, with a 30% gross margin and 7.5% net margin. Co-founder and CEO Daniel Ek remains as a key factor in the company's success, with a high alignment between management and shareholders. Despit...
2025-02-20
20 min
Market News with Rodney Lake
Episode 31 | Oracle's Position in the Software Industry
In Episode 31 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, covers Oracle’s 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 the software industry. The episode also delves into the company’s financial performance, including $54 billion in revenue, 70% gross margins, 22% net margins, and $88 billion in debt. Oracle’s founder, Larry Ellison, now chairman and chief technology officer, and Safra Catz, current CEO, lead the business with a sense of u...
2025-02-13
21 min
Market News with Rodney Lake
Episode 30 | The Grocery Industry with Professor David Halliday
In Episode 30 of “Market News with Rodney Lake,” 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 the industry's top players like Walmart, Costco, and Trader Joe’s utilizing distinct business models, Halliday emphasizes major trends like the rise of private-label products, e-commerce, and merger attempts. Tune in as Professor Halliday sheds light on the strategic shifts grocery chains must make to adapt to evolving market...
2025-02-06
32 min
Market News with Rodney Lake
Episode 29 | Tesla: Innovation and Valuation
In Episode 29 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, discusses Tesla’s potential, highlighting Elon Musk’s 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-Driving software, energy storage, and AI. Despite these lofty expectations, Tesla’s balance sheet remains strong, with substantial cash and free cash flow. Analysts are encouraged to consider the company’s long-term growth potential, particularly in applying artificial intelligence in the real world, energy solutions, and robotics. Tune in now...
2025-01-30
23 min
Mindset Connection
Mindset Connection Episode 8: Rodney Soloman and Mychal Mills
Welcome to the Mindset Connection Podcast, where we showcase everyday changemakers doing extraordinary things in the field of mental health and wellness. Thank you for checking our our 8th episode. We hope you will continue to be inspired and empowered by our guests and the incredible work they are doing. We thank you for allowing us to be a part of your wellness journey. The Changemakers for Serving Youth and the Community: Rodney Salomon and Mychal Mills-Co-Founders of KYDS Konscious Youth Development & Service, a non-profit organization. KYD...
2025-01-29
44 min
Market News with Rodney Lake
Episode 28 | Taiwan Semiconductor Manufacturing Company (TSM)
In 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 evaluates TSM’s business model, management strategy, and valuation, assigning it an overall score of 8.5. With a focus on the company’s supply chain relationships with giants like Apple and Nvidia, and its position as a leader in AI development, Lake emphasizes the importance of understanding TSM's place in the global economy. Tune in t...
2025-01-23
23 min
Market News with Rodney Lake
Episode 27 | A Conversation with GW Professor Tara Sinclair
In Episode 27 of “Market News with Rodney Lake,” 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 for professional environments. Professor Sinclair also shares insights into the GW Center for Economics Research seminars, highlighting the opportunity to engage with economists and explore research areas such as microeconomics, international finance, and forecasting. Tune in to gain valuable career advice and learn about the economics department at G...
2025-01-16
27 min
Market News with Rodney Lake
Episode 26 | 2025 Investment Outlook
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 GWII’s proven framework—business management, price versus valuation, and balance sheet analysis—as a tool for identifying promising opportunities in these emerging fields. Reflecting on the Institute’s achievements, he highlights the critical role of students, faculty, and advisory board members in driving success. This episode is a must-listen for anyone looking to approach the new year with confidence. Tune in now!
2025-01-09
19 min
Market News with Rodney Lake
Episode 25 | Walmart: Growth, Debt, and the Digital Race
In 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 Walmart’s challenges in navigating rising interest rates and tariff uncertainties while maintaining its reputation for operational discipline. As the world’s largest retailer continues its digital transformation, Lake emphasizes the importance of monitoring risks and opportunities in a rapidly evolving market. Tune in for a comprehensive analysis of Walmart's position and future prospects!Send us your feedbackSu...
2024-12-12
22 min
Market News with Rodney Lake
Episode 24 | Can Nike “Just Do It” Again?
In 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 factors like distribution channels, valuation, and growth markets like China. Tune in to learn more!Send us your feedbackSupport the showMore from the “Market News with Rodney Lake” Podcast: Website: https://investment.business.gwu.edu/market-news-rodney-lake ...
2024-12-05
22 min
Market News with Rodney Lake
Episode 23 | A Conversation with Bill Collier about AI, Valuations, and Advice for Aspiring VCs
In Episode 23 of “Market News with Rodney Lake,” 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 hype versus reality of artificial intelligence in the investment landscape. Professor Collier also offers actionable advice for students and aspiring VCs, including leveraging internships, networking intentionally, and adding value to relationships. Tune in to learn more!Send us your feedbackSupport the show
2024-11-28
31 min
Market News with Rodney Lake
Episode 22 | Mastering Mastercard: A Deep Dive into Its Financial Strength and Future
In 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 regulatory risks, competition from PayPal and Apple Pay, and potential growth concerns. Lake rates the business highly, though he remains cautious about potential regulatory challenges. Tune in for an in-depth look at Mastercard’s performance and outlook!Send us your feedbackSupport the show...
2024-11-21
19 min
Market News with Rodney Lake
Episode 21 | A Conversation with John Roberts About Unexpected Investment Opportunities
In Episode 21 of “Market News with Rodney Lake,” 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 shares valuable insights on identifying investment potential in out-of-the-way sectors that may offer attractive returns and long-term stability. Whether you’re an aspiring analyst or a seasoned investor, this episode provides fresh strategies for building your investment acumen. Tune in to learn more!Send us your feedba...
2024-11-14
34 min
Market News with Rodney Lake
Episode 20 | A Closer Look at Google: Urgency of AI, Leadership, and Future Growth
In Episode 20 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, assesses Google’s current standing amidst the fast-evolving AI landscape. Analyzing the company’s management under a non-founder CEO, Sundar Pichai, Lake discusses Google’s overreliance on its core platforms—Search and YouTube—and questions its ability to compete in the AI race with tools like Gemini. While acknowledging Google’s solid balance sheet and steady presence in the market, Lake scores the tech giant at a 7.5, citing a need for greater urgency and innovation to stay competitive. Tune in to hear Lake's take on how...
2024-11-07
22 min
Market News with Rodney Lake
Episode 19 | Berkshire Hathaway: Business, Balance Sheet, and Buffett’s Legacy
In Episode 19 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, dives into Berkshire Hathaway’s current standing, exploring its extensive collection of businesses, financial strength, and unique decentralized management model. Lake evaluates Berkshire’s strategic capital allocation under Warren Buffett, discussing the challenges and opportunities of maintaining growth at such scale. Rating key aspects like the business portfolio, management, valuation, and balance sheet, Lake gives Berkshire an overall score of 8, raising important questions about succession and the company’s future. Don’t miss this look at one of America’s most iconic companies!Send...
2024-10-31
23 min
Market News with Rodney Lake
Episode 18 | Ramsey Asset Management CEO, Russ Ramsey Interview
In 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 Russ’ time as a student-athlete at George Washington University (GW) to the founding of the investment bank Friedman, Billings, Ramsey (FBR) and the inception of the GW Investment Institute. The discussion then takes a deep dive into the evolving landscape of artificial intelligence (AI) and its implications for investment. Russ draws fascinating parallels between the early days of the internet and the rapid advancements in AI, ma...
2024-10-24
1h 15
Market News with Rodney Lake
Episode 17 | The Future of Finance Education with Professor Gergana Jostova, Chair of GW’s Finance Department
In 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 finance, as it equips students for various roles, from portfolio management to corporate finance. Professor Jostova explains how businesses and investors are interconnected, highlighting the essential decisions finance professionals make regarding capital allocation and investment strategies. Professor Jostova also provides tips for personal finance management...
2024-10-17
24 min
Market News with Rodney Lake
Episode 16 | A Dedication to Members and Employees and a Look at Global Expansion: A Deep Dive into Costco
In 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, justifies its high valuation. Lake underlines the unique culture management fosters, prioritizing members, employees, and shareholders. Despite the high price tag, Lake gives Costco an overall score between 8 and 9, noting its continued dominance in the retail space. Tune in to discover why this business model is thriving...
2024-10-10
24 min
Market News with Rodney Lake
Episode 15 | Amazon’s Financial Future: Navigating Growth, Debt, and Maintaining the Day 1 Culture Under CEO Jassy
In 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 flow—now nearing $50 billion—after a dip in 2021 and 2022. While Amazon's balance sheet remains stable with an interest coverage ratio of 11 times, Lake raises concerns about the company's future debt trajectory and ongoing valuation, currently trading at 33 times forward earnings. With Amazon Web Services continuing to dominate, Lake scores the...
2024-10-03
27 min
Market News with Rodney Lake
Episode 14 | Navigating Internships and Networking: Insights from GWSB Student Will Ahrens
In 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 internship process, building genuine connections, and trusting your instincts when making career decisions. The episode highlights practical advice on leveraging resources from GWSB, the significance of mental models and paying it forward in the professional world. Tune in for actionable insights on navigating the competitive business landscape and...
2024-09-26
21 min
Market News with Rodney Lake
Episode 13 | Visa's Capital Allocation and Growth Prospects
In 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 impressive 70% margins and over $18 billion in free cash flow, Lake questions whether Visa's 10% projected growth justifies its high valuation. He gives Visa an overall score of 8, emphasizing the need to monitor management’s strategy as competition grows. Tune in to learn more!Send us your feedbackSu...
2024-09-19
22 min
At Work with The Ready
19. All The Small Things: The Power of Good Habits
While exploring bad meetings a few episodes ago, Rodney and Sam hit on something that doesn’t often get a lot of air time: the power of good habits and the discipline to care about the small things. Because when we’re trying to change companies on an atomic level, it can feel like small potatoes to focus on check-in rounds, or writing Slack messages, or how we compose to-do lists.But you can’t run toward the future of work at full speed when your shoes aren’t properly tied. Here’s what we know: H...
2024-09-16
55 min
Market News with Rodney Lake
Episode 12 | A Conversation with GWSB Interim Dean Vanessa Perry About Real Estate Regulations and AI in the Future of Work
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...
2024-09-12
19 min
Market News with Rodney Lake
Episode 11 | Assessing Microsoft: Valuation, Balance Sheet, and Strategic Growth
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...
2024-09-05
22 min
Market News with Rodney Lake
Episode 10 | Apple Under the Microscope: Innovation, Management, and Valuation
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.Send us your feedba...
2024-08-29
22 min
Market News with Rodney Lake
Episode 9 | Balance Sheet within the GWII BMPB Investment Framework
In 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 decisions, emphasizing the importance of asset and liability matching. He explains how Apple’s strong position with nearly $60 billion in net cash allows it to navigate challenging market conditions, contrasting this with Procter & Gamble’s steady cash flow from its consistent product demand. This contrast provides valu...
2024-08-22
18 min
Market News with Rodney Lake
Episode 8 | Decoding Apple's Valuation – with a Focus on Using the PE Ratio
In 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 Apple’s PE of 35.5 with the S&P 500’s 23, he explains that its strong brand and financial performance may justify Apple’s premium. Lake advises that the PE ratio has limitations and should be considered alongside other factors for example earnings growth. He underscores the importance of understanding a company’s valuation in investment decisions, enlightening the audi...
2024-08-15
21 min
Market News with Rodney Lake
Episode 7 | Management in GWII's BMPB Framework
In 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 Tesla’s unique performance-based pay package as an example to highlight the importance of evaluating compensation packages through proxy statements. Professor Lake advocates for a mix of metrics like market cap, revenue, and profit margins to assess true company value, cautioning against sole reliance on earnings per share metrics due to potential manipulation. He underscores the significance of operational efficiency, a key factor that demands the audience's attention and focus. He al...
2024-08-08
22 min
Market News with Rodney Lake
Episode 6 | The Business in GWII's BMPB Framework
In 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 understanding the utility of products and services, and delves into key financial metrics like Return on Equity. Using examples like Apple (NASDAQ: AAPL), he demonstrates how high profit margins and customer loyalty contribute to business value. Tune in to learn more!Send us your feedback...
2024-08-01
18 min
Market News with Rodney Lake
Episode 5 | Nvidia in the AI Age
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 impressive financial metrics, including gross margins of 75% and net margins of 53%, alongside its dramatic free cash flow growth from $4.7 billion in 2021 to nearly $40 billion recently. Using the Investment Institute’s framework, he assesses Nvidia's business management, price valuation, and balance sheet, pointing to its strong market position an...
2024-07-25
22 min
Market News with Rodney Lake
Episode 4 | AI in Business: Driving Efficiency and Profitability
In 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 profitability. Professor Lake emphasizes the importance of evaluating companies based on their ability to integrate AI into business operations, from customer service to logistics, and how these integrations can drive cost savings and revenue growth. He highlights that while AI can reduce labor needs and optimize processes, the ultimate goal for...
2024-07-18
27 min
New Drops
New Drops 23/02/24 - Claus Haxholm
In between work in visual arts, experimental music running multiple imprints, Claus Haxholm has also been a Lake Radio contributor with the wonderful series 'Ask The Dust'. He returns to us with an extremely adventurous selection of music, spoken word etc. and an excellent selectors commentary throughout. Tracklist: Brion Gysin w/ Elli Medeiros - Stop Smoking Gerhard Ruhm - Gebet Mayssa Jallad - Banana Luc Ferrari - Far-West news 2 : de Page á Grand Canyon part 1 Dean Rodney jr. & the Cowboys - Boing! Antistatic - Flag
2024-02-23
1h 45
The Lake Radio
New Drops 23/02/24 - Claus Haxholm
In between work in visual arts, experimental music running multiple imprints, Claus Haxholm has also been a Lake Radio contributor with the wonderful series 'Ask The Dust'. He returns to us with an extremely adventurous selection of music, spoken word etc. and an excellent selectors commentary throughout. Tracklist: Brion Gysin w/ Elli Medeiros - Stop Smoking Gerhard Ruhm - Gebet Mayssa Jallad - Banana Luc Ferrari - Far-West news 2 : de Page á Grand Canyon part 1 Dean Rodney jr. & the Cowboys - Boing! Antistatic - Flag Earthling - You Go On Natural Brion Gysin - No Poets Dont Own Words Enzo Minarelli...
2024-02-23
1h 45
Varn Vlog
No Royal Road: Getting Medieval With Rodney Hilton, Part 1
While the introduction music is that of Varn Vlog on this podcaster, this series will be simultaneously released on both the Varn Vlog podcast feed and the Regrettable Century podcast feed. This is a long-running series we are doing on understanding social technologies, relationships of production, and how we get here: i.e. what is the social and class history of the past. In this episode, begin discussing sections of "Class Conflict and the Crisis of Feudalism: Essays in Medieval Social History" by Rodney Hilton.Wondering why British Marxists are often overlooked? Or perhaps you're curious about the...
2023-09-18
1h 30
The Missing and Unexplained Podcast
MISSING: Jeffrey Dupres - April 24, 1980 (Slave Lake, Alberta)
On April 24, 1980, three-year-old blonde curly-haired Jeffrey Dupres headed out the door of his home in Slave Lake, Alberta, to play with his friend Rodney, who lived nearby. He was wearing a long-sleeved beige shirt with brown trim and rust-coloured pants. Jeffrey had flat feet and was wearing dark brown orthopedic shoes as a result. At around 1 pm, after Jeffrey said he would play with Rodney, his mother, Denise, went to transfer a load of laundry from the washing machine to the dryer. The window was open, and a few minutes later, she heard Rodney’s dad...
2023-04-24
30 min
Lead to Succeed
Dr. Rodney Hanley, President of Lake Superior State University
Lead to Succeed: Conversations with U.P. Business Leaders is an interview series focused on leadership in the Upper Peninsula. Dr. Rodney Hanley, President of Lake Superior State University, shares his insights on the university’s impact on the community, the high quality of life that the Upper Peninsula offers, and how Lake Superior State University adapted throughout the COVID-19 pandemic.For more information on Lake Superior State University, visit lssu.edu.Learn more about InvestUP at https://www.investupmi.com. Connect with us on social media at https://www.linkedin.com/company/invest-up-mi/.
2023-04-05
37 min
Mentors Collective: CEO Interviews
Connecting Dots in Business Ideas with Ryan Rodney
Ryan Rodney, a 35-year-old entrepreneur, has built the ultimate “man-cave.” His company, Riverbound Custom Storage and RV Park provides hundreds of units for those seeking a place to store their treasured items, all while also offering space for those seeking a getaway in their RVs. How did he come to have such a niche idea in his community? By turning his childhood love of visiting the lake into a viable, and extremely profitable business idea. Rodney started his work at a young age. He worked for a golf manufacturer company for several years until the owner decided to r...
2022-11-30
24 min
StrongTeams.com Podcast
S1 E2 — Leading From Your Strengths® Transformed Russ Olmon's Personal and Professional Life
In this episode, host Rodney Cox interviews Russ Olmon, the founding President of Ministry Advantage. Russ talks about how the Leading From Your Strengths® system transformed his personal and professional life.Russ founded Ministry Advantage in 1998 to equip pastors and churches worldwide to reach their full ministry potential. He has served over 1,000 churches in the U.S., Canada and Australia. From 1990 to 2003 Russ served as Founding/Senior Pastor of his church in the Dallas, Texas area. In 2004, Russ transitioned from his role as Senior Pastor to launch a multi-campus strategy as Pastor of Multisite Ministry at Lake P...
2022-10-03
33 min
Market News with Rodney Lake
Episode 3 | GW Investment Institute Framework
A brief review of the GW Investment Institute Investment Framework, BMPB, Business, Management, Price vs. Valuation, and Balance Sheet.Send us your feedbackSupport the showMore 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_inve...
2022-09-23
13 min
Stance for Health
What on Earth is Grounding?
Send us a textIn this podcast, Dr. Rodney and Karen talk about the benefits and ease of a simple therapeutic technique called grounding. There are scientific reasons why you feel so good after a day of walking on the beach or going barefoot in the park. What is grounding?Grounding, also called earthing, is a therapeutic technique that involves doing activities that “ground” or electrically reconnect you to the earth. This practice has been around for years and capitalizes on the electro-chemical response of our bodies. These electrical charges can have posi...
2022-05-29
21 min
Market News with Rodney Lake
Episode 2 | Pricing Power
Pricing power is a measure of how much a change in the price of a product will affect the quantity demanded. Investors care about this concept because it shows the extent to which companies can pass costs to customers without harming their sales or margins. In this program, Rodney Lake, Director of the GW Investment Institute, discusses: when companies have pricing power, why it’s particularly important in the current economic environment, and a few examples from recent earnings reports.Send us your feedbackSupport the showMore from the “Marke...
2022-03-18
16 min
The Micole 1 Show
Episode 55 Rodney Page Interview The Micole 1 Show
Rodney PageComposer, recording artist, conductor, and performer Rodney Lamar Page has a unique, energetic style that ranges from classical music to pop music. For more than 20 years Mr. Page has touched countless audiences with his passion and artistic drive for music.Southfield, Michigan-native Page began studying violin at age 10. Upon high school graduation he was awarded a music scholarship to Michigan State University where he subsequently earned both bachelor’s and master’s degrees in music education. Throughout his secondary school and collegiate career, Rodney also studied piano, developing into an accomplished piani...
2022-03-16
21 min
Held In The Grip Of Grace
Joy Comes in the Morning vs The Lake of Fire
We've eliminated what the Lake of Fire cannot be. Today we look at what it is. Check out https://rodney.fm
2022-03-14
1h 10
Held In The Grip Of Grace
What The Lake Of Fire Has To Be
We've eliminated what the Lake of Fire cannot be. Today we look at what it is. From 3/6/22Check out https://rodney.fm
2022-03-06
53 min
Held In The Grip Of Grace
What the Lake of Fire Cannot Be
It will be through the process of elimination that we will arrive at an understanding of what the Lake of Fire is not so that we can ascertain what it is. From: 2/27/22Check out https://rodney.fm
2022-02-27
49 min
Held In The Grip Of Grace
The Potters House & the Lake of Fire
It will be through the process of elimination that we will arrive at an understanding of what the Lake of Fire is not so that we can ascertain what it is. From:2/20/22Check out https://rodney.fm
2022-02-20
52 min
Held In The Grip Of Grace
Intro to the Lake of Fire & the Second Death
No Verses in the Bible have more speculation attached to them then Rev. ch. 20 & 21. Man's opinion does not equal the doctrine of God.From 2/13/22Check out https://rodney.fm
2022-02-13
1h 07
Market News with Rodney Lake
Episode 1 | Semiconductor Industry
Semiconductors are essential for many products, such as: computers, phones, gaming consoles, medical equipment, cars etc. and therefore their demand skyrocketed during the COVID-19 pandemic. There were a record number of semiconductors sold in 2021, but they also faced supply chain issues and there was an increase in their cost partly due to these issues and also the increasing rate of inflation. After talking about the economy through the lens of semiconductors, I shared some information about the countries dominating the semiconductor industry. I then discussed company specific news specifically around consolidation in the semiconductor industry and companies t...
2022-01-21
31 min
Bleeding Daylight
Sarah Nelson - A Perfect Storm
Where is God when trouble strikes? Where is he when things go horribly wrong? How can a God of love allow the suffering that many of us face? Sarah Nelson has had to seek those answers for herself and her family. Out of that experience, she's written the devotional book titled, A Perfect Storm. Sarah is today’s guest on Bleeding Daylight. https://sarahnelsonblog.com/ https://www.amazon.com/Perfect-Storm-Devotions-During-Crisis/dp/B08VY76WXF https://www.facebook.com/sarah.millernelson https://twitter.com/SarahNelsonBlog https://www.instagram.com...
2021-05-09
37 min
Contra Pulse
Episode 24 - Rodney Miller
The intro and interstitial tracks from today’s episode are Cloud Nine/Broken Heart/Cloud Nine from the Airdance album Cloud Nine, Petronella/Green Mountain Petronella from the album New England Chestnuts, Cattle In The Cane from the album Airplang II, Lake George is one of the audio tracks from Gems Vol. 3, part of Rodney's series of recorded tunes that appear in his new tune book and Kickstart/Ticket to Nowhere/Scenic Express from the Stringrays album Ticket to Nowhere. See the Contra Pulse website for transcripts and more.And the Country Dance and Song Socie...
2021-03-03
2h 04
Washed Away
Episode 5: Rodney Johnson
The Lake Stickney John Doe has been a mystery since 1994 when his body was found underwater in Snohomish County. Authorities knew so little about him they couldn’t even be sure he was caucasian… and oddly enough his race would change several times throughout the years as authorities tried to ID him. DNA recently gave him his name back - it’s Rodney Johnson - but we still don't know how he ended up in that lake and who killed him? This is Washed Away. You'll also hear from Forensic Artist, Natalie Murry. Show notes can be found at washed...
2020-08-20
14 min
Washed Away
LAKE STICKNEY: Rodney Johnson
The Lake Stickney John Doe has been a mystery since 1994 when his body was found underwater in Snohomish County. Authorities knew so little about him they couldn’t even be sure he was caucasian… and oddly enough his race would change several times throughout the years as authorities tried to ID him. DNA recently gave him his name back - it’s Rodney Johnson - but we still don't know how he ended up in that lake or who killed him. This is Washed Away. You'll also hear from Forensic Artist, Natalie Murry. Show notes can be found at washed...
2020-08-20
14 min
Bleeding Daylight
Tim Winders - Rising from the Ashes
Tim Winders went from being a multi-millionaire living a lavish lifestyle to a homeless nomad. What caused such a dramatic change and what spiritual and life lessons did he learn along the way? Tim Winders: https://www.timwinders.com/ Seek. Go. Create. Podcast: https://seekgocreate.com/ Facebook: https://www.facebook.com/tim.winders Twitter: https://twitter.com/SeekGoCreate (Transcript is a guide only and may not be 100% correct.) Emily Olsen: Wherever there are shadows, there are people ready to kick...
2020-07-12
42 min
The Impossible Network
098: Democratizing Art With Passion and Persistence - Rodney Durso
Guest OverviewRodney Durso is founder of ArtBridge, a New York a non-profit that empowers emerging artists to transform New York’s ubiquitous construction scaffolding into large scale art exhibits In part two we focus on Rodney’s second life, as an artist and social entrepreneur forming ArtBridge in 2009 to give emerging artists unprecedented exposure by exhibiting their work on construction scaffolding and fencing across the city. Rodney discusses his mission and the impact this innovative initiative has had on the lives of underrepresented artists and how serendipity led to its scaling intern...
2020-04-01
45 min
Hamilton Today with Scott Thompson
Police continue search for Alexander Ottley, boy who was swept into Lake Erie
Constable Rodney Leclair of the O-P-P updated Rick Zamperin on the search for the body of nine-year-old Alexander Ottley, who fell into Lake Erie over the long weekend. Guest: Constable Rodney Leclair, Media Relations/Community Safety, OPP
2020-02-18
07 min
Item Insider
Huntsville vs. Lake Creek preview: Rodney Southern, Will Barnes, Jaden Schroeder
Huntsville head coach Rodney Southern joins the show to discuss Friday's game against Montgomery Lake Creek, senior night and how the team plans to bounce back from a loss to Katy Paetow. We also hear from seniors Jaden Schroeder and Will Barnes.
2019-10-31
16 min
The Killafornia Dreaming Podcast
#032 The Tale of Rodney King: The Beating Seen Around the World
The 1991 Beating Of Motorist Rodney King After A Traffic Stop By The LAPD**The sound quality of the first couple dozen episodes of this show isn't good; I was still learning!! Skip ahead about a year! Also, KD is no longer a part of the Orbital Jigsaw Network or Blubrry**Rodney Glen King was caught speeding on the 210 freeway in the early morning hours of March 3, 1991. He led officers on a brief high speed chase until he was finally cornered at an intersection in Lake View Terrace. The LAPD took over command of the...
2018-02-11
1h 17
How Bout This Jazz
Rodney Hood has come alive and helped salvage the Jazz's December
Happy holidays! On this week's podcast: — Gregg Popovich gives Kyle Goon an early Christmas present — Rodney Hood and Jazz fourth-quarter scorers — Chris Paul's role in Donovan Mitchell's path to Utah — A look around the NBA, including thoughts on Kobe's jersey retirement and NBA superstar Michael Beasley
2017-12-22
29 min
How Bout This Jazz
Sixth Man Rodney Hood, the Jazz's slide continues, Deron Williams seems done with basketball
Salt Lake Tribune reporters Kyle Goon and Aaron Falk discuss the Jazz's rough road trip, Rodney Hood's move to the bench, and what seems to be the end of Deron Williams' NBA career.
2017-11-22
25 min