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.

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 Evans Lam and walk through the forces driving the outlook for 2026, explain what investors should pay attention to, and share insights on navigating risks and opportunities in the year ahead.

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.