MLD Market Update August 2026 - Eight Seconds
Send us a Text with any questions or comments We are sixteen and a half years into a secular bull market that ties the 1982–2000 record next month, and the late-stage checklist is nearly complete. In this episode, Chad Larson breaks down how capital spending booms have historically ended market regimes, why the S&P has become a data centre index in disguise, and what July's chip selloff was really telling us. He also digs into three things that are quietly changing investor behaviour: the trap of anchoring to your portfolio's high-water mark, the gamification of markets, where a feed built for engagement, zero-day options and forty-five billion dollars a month in prediction market volume have blurred the line between investing and betting, and the record one-and-a-half trillion dollars of margin debt sitting on top of it all. Then the positioning: why international equities have gone from a hedge to a driver, why he is more bullish on gold after a twenty-eight percent drawdown and where he actually wants that exposure, and how structured returns work, including the risks most people never hear explained. Plus what MLD is doing in the portfolios, and a Stampede metaphor about a rope.
