All Episodes

Risk, Return, and the AI Era

Expectations, Credibility, and Why the Fed Thinks Forward

Money, Inflation, and Why They’re Inseparable

Oil, War, and Recessions Explained

Private Credit Explained: Beyond the Headlines

Business Cycles Explained: AI May Be Rewiring the Cycle

Lam Lens Q&A: Should we offload AI?

2025 GDP Explained: Growth, Jobs, and Hidden Forces

Gold Explained: Silver is not Gold's twin

Gold Explained: Why Gold Still Matters Today

Economic Growth Explained: Why America's Growth is Higher Than You Think

Inflation Explained: What the Numbers Miss

2026 Outlook: Big Risks, Bigger Momentum

2026 Outlook: Opportunities, Risks, and What to Expect

A Look Back at 2025

Productivity Explained: Are We Really in a Crisis?