Market News With Rodney Lake podcast

Player FM - Internet Radio Done Right

three 年前前追加した

コンテンツは The George Washington University Investment Institute によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、The George Washington University Investment Institute またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

All About Change

1
Chris Nowinski - Protecting Athletes from Head Injuries & Preventing CTE 27:28

約 11 日前27:28

「あとで再生する」

リスト

気に入り

気に入った

27:28

Chris Nowinski is a former football player at Harvard University and professional wrestler with WWE, World Wrestling Entertainment. After enduring a career-ending head injury, Chris has dedicated his professional life to serving patients and families affected by brain trauma, particularly Chronic traumatic encephalopathy, or CTE, a progressive neurodegenerative disease that develops after repeated head injuries. Jay and Chris discuss the state of head injuries in American athletics, the difference between advocating for head safety at youth and professional levels, Chris’ newest research, and much more. Episode Chapters (00:00) Intro (00:50) changes in the culture around concussions in the past two decades (02:39) padded helmet technology (03:55) concussion reporting in the NFL (10:35) Chris’ career path and concussion history (14:52) connecting with activists who haven’t themselves suffered a traumatic brain injury (17:42) SHAAKE - a new sign to identify concussions (20:53) Unions can help players advocate for safety policies (23:10) final thoughts and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/…

Market News with Rodney Lake

シリーズのホーム•Feed

"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.

35 つのエピソード

#Trading #Business News #Business #News #The George Washington University Investment Institute #MBA #finance #investing #strockmarket #stocks #business #marketnews

Market News with Rodney Lake

updated 約 17 時間前

シリーズのホーム•Feed

35 つのエピソード

#Trading #Business News #Business #News #The George Washington University Investment Institute #MBA #finance #investing #strockmarket #stocks #business #marketnews

すべてのエピソード

Market News with Rodney Lake

1
Episode 35 | CrowdStrike: Navigating Growth and Challenges in Cybersecurity 25:34

17 hours前25:34

25:34

In Episode 35 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides an in-depth analysis of CrowdStrike, a leading cybersecurity company. With impressive 30% revenue growth, CrowdStrike’s subscription-based model and 75% gross margins position it as a high-growth player in the cybersecurity space. Despite 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 P/E ratio of 100 raise concerns, its solid balance sheet reflects sound financial management and long-term growth potential. Send us your feedback Support the show…

Market News with Rodney Lake

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

約 8 日前27:55

27:55

In Episode 34 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides a market update, focusing on key developments in Apple, Berkshire Hathaway, and Walmart. Apple’s $500 billion investment over the next four years in the U.S. stands out, with plans to expand manufacturing, R&D, and AI infrastructure. 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-margin businesses like advertising and Walmart Plus, though its high valuation and low net margins may pose challenges for investors. Send us your feedback Support the show…

Market News with Rodney Lake

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

約 15 日前22:56

22:56

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

Market News with Rodney Lake

1
Episode 32 | Spotify’s Business Mix: Growth, Competition, and Margins 20:54

約 22 日前20:54

20:54

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. Despite Spotify's solid business fundamentals and impressive leadership, Lake discusses concerns over Spotify’s valuation, with a high forward PE ratio of 60 times, given its modest growth projections and net margins. Send us your feedback…

Market News with Rodney Lake

1
Episode 31 | Oracle's Position in the Software Industry 21:33

約 29 日前21:33

21:33

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 urgency towards technological innovation. As Oracle pursues cloud and AI growth, the episode evaluates its market position, valuation, and future potential for investors. Send us your feedback…

Market News with Rodney Lake

1
Episode 30 | The Grocery Industry with Professor David Halliday 32:36

5 weeks前32:36

32:36

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 conditions! Send us your feedback…

Market News with Rodney Lake

1
Episode 29 | Tesla: Innovation and Valuation 23:44

6 weeks前23:44

23:44

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! Send us your feedback…

Market News with Rodney Lake

1
Episode 28 | Taiwan Semiconductor Manufacturing Company (TSM) 23:04

7 weeks前23:04

23:04

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 to gain valuable insights into one of the most pivotal companies shaping the future of technology! Send us your feedback…

Market News with Rodney Lake

1
Episode 27 | A Conversation with GW Professor Tara Sinclair 27:33

8 weeks前27:33

27:33

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 GW! Send us your feedback…

Market News with Rodney Lake

1
Episode 26 | 2025 Investment Outlook 19:06

9 weeks前19:06

19:06

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! Send us your feedback…

Market News with Rodney Lake

1
Episode 25 | Walmart: Growth, Debt, and the Digital Race 22:52

13 weeks前22:52

22:52

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 feedback…

Market News with Rodney Lake

1
Episode 24 | Can Nike “Just Do It” Again? 22:57

14 weeks前22:57

22:57

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 feedback…

Market News with Rodney Lake

1
Episode 23 | A Conversation with Bill Collier about AI, Valuations, and Advice for Aspiring VCs 31:14

15 weeks前31:14

31:14

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 feedback…

Market News with Rodney Lake

1
Episode 22 | Mastering Mastercard: A Deep Dive into Its Financial Strength and Future 19:37

16 weeks前19:37

19:37

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 feedback…

Market News with Rodney Lake

1
Episode 21 | A Conversation with John Roberts About Unexpected Investment Opportunities 34:27

17 weeks前34:27

34:27

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 feedback…

プレーヤーFMへようこそ！

Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。全ての端末で購読を同期するためにサインアップしてください。

500+以上のトピックを聴こう

TurboTax Deluxe 2024 Tax Software, Federal & State Tax Return [PC/MAC Download]

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Mighty Patch™ Original patch from Hero Cosmetics - Hydrocolloid Acne Pimple Patch for Covering Zits and Blemishes in Face and Skin, Vegan-friendly and Not Tested on Animals (36 Count)

聞く価値のあるポッドキャスト

Market News with Rodney Lake

Market News with Rodney Lake

聞く価値のあるポッドキャスト

プレーヤーFMへようこそ！

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Crocs Unisex-Child Classic Clogs, Black/Black, 4 Big Kid

Amazon Basics Multipurpose Copy Printer Paper, 8.5 x 11 inches, 20 lb, 1 Ream, 500 Sheets, 92 Bright, White

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

クイックリファレンスガイド