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MLD Wealth – Money Matters with Chad Larson

MLD Wealth – Money Matters with Chad Larson

Hosted by MLD Wealth Management

BusinessInvesting
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Episodes

59

Latest episode

Oct 2026

Language

EN-US

About the show

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

Listen to episodes

59 recent
October 6, 202630 min

MLD Market Update October 2026 - Clear Air Turbulence

Send us a Text with any questions or comments August was smooth air: the S&P 500 gained about 2.7% and the VIX hit its 2026 low. September shook the cabin: the Fed hiked for the first time since 2023, yet the S&P 500 finished down less than 1%. In this episode, Chad Larson covers: Why September felt worse than the index shows Why price action does not break a thesis. Facts do. What being buckled in looks like in a portfolio The reindustrial supercycle: why MLD wants to own the skeleton (grid, shipbuilding, munitions, critical materials, power), not the muscle The one line to remember: the seatbelt sign is on, and the flight attendants will continue the beverage service.

September 1, 2026Episode 942 min

MLD Market Update September 2026 - You Don't Win on the Straights

Send us a Text with any questions or comments In this episode of Money Matters, Chad looks at the month gold miners returned 43% and beat the most crowded trade of the year, and why the setup for it was built in the months that felt like nothing was happening. He breaks down why the bond market is now the main story: forty trillion in US debt, a Treasury buying its own bonds, the long end at levels last seen in 2007, and a new Fed chair who put a hike back on the table. The episode also covers the risk almost nobody is watching. Japan is normalizing after 30 years, and the cheap capital that has quietly funded global markets for a generation is getting more expensive. Plus the fund's best month in its history, why it landed in the exact month the trade felt finished, what nearly 20% cash had to do with it, and why you don't win on the straights.

August 5, 2026Episode 857 min

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.

June 30, 2026Episode 728 min

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.

June 2, 2026Episode 626 min

MLD Market Update June 2026 - A Couple of Laps Ahead

Send us a Text with any questions or comments

May 4, 2026Episode 531 min

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.

March 31, 2026Episode 413 min

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

Send us a Text with any questions or comments

March 6, 2026Episode 319 min

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

Send us a Text with any questions or comments

February 3, 2026Episode 220 min

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.

January 7, 2026Episode 153 min

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.

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