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Market News with Rodney Lake

This show is a regular program of the GW Investment Institute to discuss market news and key investing concepts. The shows are hosted by Rodney Lake, Director of the GW Investment Institute. 

Previous Shows

#3 - GW Investment Institute Framework - A brief review of the GW Investment Institute Investment Framework, BMPB, Business, Management, Price vs. Valuation, and Balance Sheet.

#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. We discuss when companies have pricing power, why it's particularly important in the current economic environment, and a few examples from recent earnings reports.

# 1- Semiconductor Industry - There were record sales of semiconductors last year. We discussed how the economy and COVID affected the semiconductor industry, as well as geographic changes in the industry and some company specific news.