In Episode 78 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, delivers a comprehensive market update, reviewing year-to-date numbers from the S&P 500 and Nasdaq, current news at the Federal Reserve, and the performance of major holdings in the new year. The discussion explores key market themes including valuation concerns, inflation, and AI-driven developments. Professor Lake highlights Google’s Gemini 3.0 in contrast with AI strategies and competitive positioning across other companies. He also discusses Berkshire Hathaway’s post-Buffett transition as a contra investment to the AI trade. The episode ties in the Institute’s student-managed funds and experiential learning, reinforcing a measured approach to markets and key portfolio holdings.

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

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Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 77 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, welcomes GW School of Business (GWSB) Professor Patrick Hall to discuss his new role as Chief AI Officer and GWSB’s evolving strategy to integrate artificial intelligence into institutional practice. Drawing on his industry and academic background, Hall outlines early priorities such as increasing visibility around AI initiatives, establishing guidelines for AI use, and expanding access to approved tools, while emphasizing the growing importance of AI-enabled technical skills for students across all disciplines. The conversation also examines differences in AI adoption across academia, government, and private industry, taking insights from Hall’s work with the National Institute of Standards and Technology (NIST) and previous experience in Silicon Valley. The episode underscores the need for GWSB to prepare students for an AI-shaped workforce where human–AI collaboration enhances decision-making and efficiency.

GWSB AI Forum (Faculty & Staff): https://docs.google.com/forms/d/e/1FAIpQLSd5J4y8yUo7qNoLV301vY9XWIi9Iw5lj8PwZOZEsF3C5jIG8g/viewform
NIST AI Risk Management Framework: https://airc.nist.gov/
NIST ARIA: https://ai-challenges.nist.gov/aria

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

Follow the GW Investment Institute:
Instagram: https://www.instagram.com/gwinvestmentinstitute/
LinkedIn: https://www.linkedin.com/school/gwinvestmentinstitute/
X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.

In Episode 76 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, invites Evan Vanderveer, GW alum and Managing Partner at Vanshap Capital, to begin season 4 of the podcast. Their conversation traces Vanderveer’s path from graduating during the 2009 financial crisis to co-founding Vanshap Capital. They discuss Vanshap’s investment strategy, emphasizing high-quality, founder-led, and customer-centric businesses. Vanderveer explains the firm’s global approach while also addressing building relationships with management teams and investing with a long-term time horizon. He notes the growing role of AI in investment analysis alongside the enduring importance of human judgment, and closes with career advice encouraging curiosity, niche expertise, and an open mindset.

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More from the “Market News with Rodney Lake” Podcast:
Website: https://investment.business.gwu.edu/market-news-rodney-lake
LinkedIn: https://www.linkedin.com/showcase/market-news-with-rodney-lake/
Newsletter: https://app.e2ma.net/app2/audience/signup/2015754/1915550/

Follow the GW Investment Institute:
Instagram: https://www.instagram.com/gwinvestmentinstitute/
LinkedIn: https://www.linkedin.com/school/gwinvestmentinstitute/
X: https://x.com/gw_investment
TikTok: https://www.tiktok.com/@gwinvestmentinstitute
Blog: https://blogs.gwu.edu/gwsb-invest/

Note: This podcast is not investment advice, and is intended for informational and entertainment purposes only. Do your own research and make independent decisions when considering any financial transactions.