The Lam Lens
The Lam Lens brings clarity to the world of finance and the global economy. Hosted by The Lam Group, this weekly podcast shares accessible, insightful commentary that cuts through noise and myths, helping listeners make sense of how the financial system works. Our goal is simple: to educate, debunk financial myths and share our team’s lens on the markets.
29 Jun 2026
The Oil Shock That Didn’t Break the Market
This episode explores why recent geopolitical disruptions have not pushed oil prices as high as many investors expected. It compares today’s oil market with past crises and explains how stronger reserves, flexible demand, and a more diversified energy mix are helping contain inflation pressures.
22 Jun 2026
Why Isn’t the Yen Rising?
Japan has finally exited decades of deflation, inflation is back, and the Bank of Japan has begun raising interest rates. So why hasn’t the yen strengthened? In this episode, we unpack the forces keeping Japan’s currency weak—from the yen carry trade and interest rate differentials to energy imports, government debt, and the limits of monetary tightening.
08 Jun 2026
Why the World’s Reserve Currency, The Dollar, Is Under Pressure
In this episode, we explore why the U.S. dollar has weakened despite strong performance in U.S. stocks and a relatively resilient economy. We break down the key forces behind the shift—including changing investor sentiment, Federal Reserve rate cuts, and growing concerns around fiscal and monetary policy—and what it could mean for global markets.
18 May 2026
The Paradox of Weak Confidence and Resilient Spending
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.
13 May 2026
What the Employment Rate and Labor Participation Rate Really Tell Us
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.
Contact information
Contact information
The Lam Group
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
