All Episodes
The Lam Lens — 16 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?