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 demand—and why that makes the economy look resilient in some areas while more fragile in others.

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. We explain how the labor market can look stable on the surface while underlying participation trends point to a more mixed picture.

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 market concentration shape returns - and what it means to stay invested through different cycles.

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 differently, and why the Federal Reserve focuses on staying predictable rather than reactive. We close by tying credibility to market stability—and what that means for long‑term investors.

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 for understanding inflation—demand‑driven and money‑supply driven—and what recent data tells us about inflation control. The key takeaway: inflation is not just a number, but a measure of confidence, and credibility is what keeps money and markets working.

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. We explain why markets often react quickly to uncertainty and why those moves don’t always last. Most importantly, we share why staying focused on long‑term goals can help investors navigate short‑term headlines with confidence.

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 current fears are coming from, and why it still remains a part of modern portfolios.

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 driven productivity, what if the cycle is evolving?

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 mitigating concentration risk and thinking long-term about transformative technology.

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 explore what the latest data may be signaling below the surface.