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.

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 silver is mined as a by-product, how that affects pricing and volatility, and what history shows about silver's susceptibility to sharp market moves.

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 into global investments and government reserves. Be on the look out for a dedicated follow-up episode where we will take a deeper look at silver.

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 composition, productivity gains, and the influence of technology, he challenges the perception of the "stagnant economy". Join us as we debunk myths and uncover how AI and new consumer models are reshaping our understanding of economic growth.

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, and everyday consumers experience price pressures in ways traditional measurements overlook. Tune in for a thought-provoking analysis on the realities of inflation and a need for a more nuanced understanding of its impact across all societal layers.

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 FOMO surrounding major private equity IPOs. As investors are on the edge, we look at what may drive - or derail - the year ahead.