The Lam Lens brings clarity to the world of finance and the global economy. Hosted by The Lam Group, this weekly podcast shares accessible, insightful commentary that cuts through noise and myths, helping listeners make sense of how the financial system works. Our goal is simple: to educate, debunk financial myths and share our team’s lens on the markets.
Latest episodes
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The Oil Shock That Didn’t Break the Market
This episode explores why recent geopolitical disruptions have not pushed oil prices as high as many investors expected. It compares today’s oil market with past crises and explain…
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Why Isn’t the Yen Rising?
Japan has finally exited decades of deflation, inflation is back, and the Bank of Japan has begun raising interest rates. So why hasn’t the yen strengthened? In this episode, we un…
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Why the World’s Reserve Currency, The Dollar, Is Under Pressure
In this episode, we explore why the U.S. dollar has weakened despite strong performance in U.S. stocks and a relatively resilient economy. We break down the key forces behind the s…
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The Paradox of Weak Confidence and Resilient Spending
In this episode, we explore why consumer spending can remain relatively steady even when confidence appears deeply weak. We also look at how growing wealth concentration is shaping…
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What the Employment Rate and Labor Participation Rate Really Tell Us
In this episode, we break down the difference between the unemployment rate and the labor force participation rate—and why that distinction matters more than many headlines suggest…
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Risk, Return, and the AI Era
Understanding risk and return is key to long term investing. From historical market cycles to today's technology driven environment, we break down how volatility, innovation, and m…
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Expectations, Credibility, and Why the Fed Thinks Forward
Inflation is as much about behavior as it is about data. In this episode, we explain why expectations matter more than current inflation readings, how consumers and markets respond…
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Money, Inflation, and Why They’re Inseparable
In this episode, we break down what money really is, how currencies function, and why inflation is inseparable from the concept of money itself. We explore the two main frameworks…
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25 min
Oil, War, and Recessions Explained
In this episode of The Lam Lens, we break down how global events—like tensions in the Middle East—can influence oil prices and what that means for markets and everyday investors. W…
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Private Credit Explained: Beyond the Headlines
Private credit has been in the spotlight - but not always for the right reasons. In this episode, we break down what private credit actually is, how this asset class works, where c…
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Business Cycles Explained: AI May Be Rewiring the Cycle
In this episode, join Evans and Client Associate Nicole Chen to revisit the traditional textbook view of business cycles - expansions followed by an inevitable recession. With AI d…
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Lam Lens Q&A: Should we offload AI?
In this episode, join Evans and Nicole Chen, Client Associate, from The Lam Group to explore a question we may all carry: should investors offload AI? We break down the ways we see…
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2025 GDP Explained: Growth, Jobs, and Hidden Forces
In this episode, join Evans and the team to explore what may appear as a paradox: economic growth without jobs. From shifting labor trends to unexpected drivers of growth, we explo…
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Gold Explained: Silver is not Gold's twin
Continuing our last episode on Gold, we explore why gold is often viewed differently from silver, based on supply, government demand, and how each metal is produced. We discuss how…
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Gold Explained: Why Gold Still Matters Today
Gold has been making big moves. In this episode, join Evans Lam to explore what's driving recent gold volatility, why scarcity matters, and why gold continues to play a unique role…
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Economic Growth Explained: Why America's Growth is Higher Than You Think
In this episode, join Evans Lam dives into the intriguing reasons why economic growth estimates consistently falls short of actual performance. Exploring the dynamics of GDP compos…
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Inflation Explained: What the Numbers Miss
In this episode, join Evans Lam to explore why the level inflation feels worse for many Americans than what the figure says. Evans explains how different income groups, retirees, a…
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2026 Outlook: Big Risks, Bigger Momentum
Continuing our last 2026 Outlook episode, join Evans Lam to dive deeper into the major risks in the new year. The market is caught between Trump-driven political uncertainty and FO…
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2026 Outlook: Opportunities, Risks, and What to Expect
What does 2026 hold for the markets? From interest rate shifts to global economic trends, investors are looking ahead with curiosity - sometimes uncertainty. In this episode, join…
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A Look Back at 2025
A quick dive into the key market themes that shaped 2025. Join Evans Lam to break down what mattered, what surprised investors, and what it means heading into the new year.