Market News with Rodney Lake

Author: The George Washington University Investment Institute

Market News with Rodney Lake is the leading university-run finance podcast, combining rigorous academic analysis with real-world investing. Hosted by Rodney Lake, a finance professor and director of the George Washington University Investment Institute (GWII). Professor Lake delivers weekly breakdowns of companies in the GWIIs student-managed funds.The podcast features guests from rising students and faculty to experienced professionals, offering insight into macro trends, stock analysis, and portfolio strategy. Listeners hear how students and faculty apply academic frameworks to real investment decisions, offering educational and practical insights from the front lines of academic investing.
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Episode 75 | The Hinman Economic Report: GDP Growth, Inflation, and Housing Market Heading into 2026
Episode 75
Tuesday, 30 December, 2025

In Episode 75 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute (GWII), welcomes GWII Chief Economist and Program Associate Kathleen Hinman for the first Hinman Economic Report, a macro-focused discussion on key U.S. economic and market themes shaping the outlook for 2026. The episode examines the rebound in GDP to 3.8% in Q2, the continued resilience in consumer spending, and a modest rise in unemployment to 4.6%. Hinman and Lake also explore inflation dynamics, including falling oil prices, rising electricity prices driven by data centers, and the housing market’s sensitivity to mortgage rates. The conversation extends to equity market strength led by AI leaders such as Nvidia and AI-driven productivity gains, offering investors a forward-looking perspective on risks and opportunities heading into 2026.Send us your 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_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.