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Market News with Rodney LakeAuthor: 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. Language: en-us Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 81 | Microsoft’s Investment Value Beneath Recent Sell-Off
Episode 81
Thursday, 26 February, 2026
In Episode 81 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, assesses Microsoft, as current news highlights the company’s position in the AI race, with a market cap of over $3 trillion, and a recent decline in year-to-date return. With $305 billion in trailing twelve-month revenue growing around 16%, strong free cash flow, and a fortress balance sheet, Lake gives high marks to both the business and management. He credits Satya Nadella for repositioning Microsoft toward cloud and AI, and for reframing AI CapEx as a necessary “play-to-win” strategy. Alongside peers like Amazon, Google, Nvidia, and Tesla, Microsoft is deliberately deploying capital to capture long-term, non-linear productivity gains over the next three to five years.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.
