MLD Wealth – Money Matters with Chad Larson

MLD Wealth Management
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Top-Ranked portfolio manager in Canada, Chad Larson of MLD Wealth gives insight into the market place and economy. Follow him on this podcast to learn more about MLD’s current views of the market and economy in a format that is concise, clear and authentic. New episodes monthly. For more information visit: https://mywealthmanagement.ca

  1. Jun 30

    MLD Market Update July 2026 - Price Action Is Not the Thesis

    Send us a Text with any questions or comments In this episode, Chad explains why price action is not the thesis, and why the instinct to question what you own when markets cool is almost always backwards. He breaks down the difference between short-term price action and a durable investable thesis, and how anchoring on recent moves lets the least informative signal override the most important one. Chad also covers what central banks are actually doing with gold versus what the money supply is doing, how much energy the world consumes every single day and what that means through 2050, and why international equities and infrastructure belong in the center of the portfolio rather than the edge. A timely discussion for investors focused on portfolio discipline, real assets, behavior management, and staying positioned for opportunity when conditions change.

  2. Jun 2

    MLD Market Update June 2026 - A Couple of Laps Ahead

    Send us a Text with any questions or comments

  3. May 4

    MLD Market Update May 2026 - The Physical Side of the AI Boom

    Send us a Text with any questions or comments In this episode, Chad discusses the latest market backdrop and why discipline remains important as investors navigate volatility, elevated valuations, and shifting global risks. He also highlights the continued strength of the AI infrastructure theme, including the growing demand for power, semiconductors, utilities, and critical materials. A timely update for investors focused on staying informed, positioned, and disciplined through a more complex market environment.

  4. Mar 31

    MLD Market Update April 2026 - Oil, Gold, and Staying Disciplined

    Send us a Text with any questions or comments

  5. Mar 6

    MLD Market Update March 2026 - Volatility Returns: Energy Security and the Shift in Global Markets

    Send us a Text with any questions or comments

  6. Feb 3

    MLD Market Update February 2026 - Copper Super Cycle

    Send us a Text with any questions or comments Copper is no longer just a commodity — it’s a strategic bottleneck. In this episode, we break down why we believe the world is entering a multi-decade copper supercycle, driven by electrification, AI infrastructure, and chronic supply constraints. We connect copper to the real economics of AI, unpack what Palantir’s earnings signal about the market’s “show-me” phase, explain Microsoft’s strong print but weak stock reaction, and discuss why we remain bullish on gold despite recent volatility and how it’s strengthened core portfolios. This is a conversation about structural forces, duration risk, and portfolio construction in a changing macro regime.

  7. Jan 7

    MLD Market Update January 2026 - Allocator’s Perspective - Canoe Financial - Energy Markets

    Send us a Text with any questions or comments In this episode of MLD Money Matters, Chad Larson is joined by David Szybunka, Senior Portfolio Manager and Managing Director at Canoe Financial, for a timely deep dive into what may be one of the most misunderstood and mispriced structural themes in global markets: energy. The conversation explores the accelerating power-demand supercycle driven by AI and data centers, the valuation disconnect between fundamentals and public market sentiment, the impact of industry consolidation and capital discipline, and the stark contrast between public and private market positioning. Together, they outline why energy is evolving from a legacy sector into a strategic growth and profitability opportunity and how investors should think about positioning for the decade ahead.

  8. 12/04/2025

    Market Update December 2025 Year Review and 2026 Outlook

    Send us a Text with any questions or comments In this episode, Chad breaks down the year that re-centered markets around fundamentals, discipline, and real-world constraints. From gold’s breakout to the resurgence of international equities, from energy’s structural super-cycle to the fragile underpinnings of private credit, this episode delivers a comprehensive and practical guide for investors heading into 2026.  Key Topics Discussed: • What truly drove returns in 2025 • Gold’s renewed bull market and the role of central banks • Why energy remains one of the most asymmetric opportunities of the decade • The re-emergence of Germany and Japan as global equity leaders • Strategic opportunities in defense, utilities, and infrastructure • What went wrong in private markets and how to avoid structural pitfalls • MLD’s people, process, and philosophy for long-term compounding • Our disciplined, diversified 2026 positioning playbook   Whether you’re an investor, advisor, or market enthusiast, this episode will sharpen your understanding of the global landscape and help you position with conviction for the year ahead.

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About

Top-Ranked portfolio manager in Canada, Chad Larson of MLD Wealth gives insight into the market place and economy. Follow him on this podcast to learn more about MLD’s current views of the market and economy in a format that is concise, clear and authentic. New episodes monthly. For more information visit: https://mywealthmanagement.ca

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