MLD Wealth – Money Matters with Chad Larson

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 b...

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 level...

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 w...

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....

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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 up...

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Send us a Text with any questions or comments

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...

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 A...

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 h...

Send us a Text with any questions or comments Welcome to the Allocator Series on MLD Money Matters, where host Chad Larson brings listeners behind the curtain of how top allocators think, build portfolios, and manage risk. In this kickoff episode, Chad reconnects with long-time partner and industry leader Ryan Dunfield, CEO of SAF Group, to break down the real story behind private credit—why it’s...

Send us a Text with any questions or comments In this episode of MLD Money Matters , Chad Larson breaks down the third quarter’s market rebound and what it means for investors as the global economy transitions from fragmentation to coordinated fiscal growth. Chad explains why we’re mid-cycle, not at peak  with inflation cooling, policy turning supportive, and productivity gains accelerating and ho...

Send us a Text with any questions or comments Key points from this month’s update: The U.S. government shutdown is noise, but it reinforces our neutral stance on U.S. equities. International equities are compelling — cheaper, more diversified, and potentially boosted by currency. Alternatives like our Alterna Private Income Portfolio continue to deliver exceptional, world-class risk-adjusted retur...

Send us a Text with any questions or comments September has always felt like a reset with new beginnings, new challenges, and new opportunities. In this month’s episode of MLD Wealth Money Matters , Chad Larson reflects on the season of change , both personally and in the markets. Topics include: Why defense & aerospace equities serve as a geopolitical hedge. How healthcare innovation especial...

Send us a Text with any questions or comments In this special Allocator’s Perspective edition of Money Matters , Chad Larson, Senior Portfolio Manager and Founder of MLD Wealth, sits down with Dan Cohen of Coller Capital to unpack the fast-growing world of private equity and credit secondaries. They explore why secondaries are becoming a core tool for liquidity and diversification, how LP- and GP-...

Send us a Text with any questions or comments In this special Allocator’s Perspective edition of Money Matters , Chad Larson, Senior Portfolio Manager and Founder of MLD Wealth, sits down with Andrew Cox, Senior Portfolio Manager at Guardian Capital LP. Together, they explore why international equities are finally having a moment—and why ignoring them may be a costly mistake.   From Japan’s corpor...

Send us a Text with any questions or comments Welcome to Money Matters. It’s June, and the markets are moving with purpose — but not always with clarity. We’ve seen shifting economic data, ongoing rate speculation, and a few surprises that caught investors off guard. In today’s episode, we’re breaking down the key developments, what they signal, and how we’re navigating the path forward. 

Send us a Text with any questions or comments Welcome to Money Matters.   If April felt like a market reality check, you’re not alone. After a red-hot start to the year, April brought volatility, mixed signals from the Fed, and a stock market that took a bit of a breather. Today, we’re breaking it all down — what happened, why it matters, and what we are doing right now.

Send us a Text with any questions or comments Markets don’t like surprises, and last week’s “Liberation Day” tariff announcement was no exception. The reaction across global equity markets was swift and negative as investors recalibrated their expectations in real-time. With key global markets down over 20% from their highs — including the Nasdaq (US) , DAX (Germany) , and N ikkei (Japan) — a sign...

Send us a Text with any questions or comments Welcome to this month's episode of MLD Wealth Money Matters, hosted by Chad Larson. Today, we're diving into the dynamic world of financial markets with a special focus on the recent turbulence caused by Donald Trump's announcement of global tariffs. We'll explore how these changes are shaping investment strategies and what it means...

Send us a Text with any questions or comments The podcast discussion covers a wide range of geopolitical and economic topics. It highlights the uncertainty and potential for increased trade tensions due to new tariffs under President Trump's administration, with a specific focus on the implications for global trade wars starting April 2025. The situation between the U.S. and Ukraine is also a...

Send us a Text with any questions or comments Welcome to another episode of MLD Money Matters, where Chad Larson, Senior Portfolio Manager and founder of MLD Wealth dives into some of the most pivotal events shaking the financial landscape. We’ll start off with an in-depth look at Deep Seek, He’ll navigate through the recent turbulence of a near tariff war with the US, discussing its implications...

Send us a Text with any questions or comments "Navigating the Future: Unpacking the 2025 Market Outlook with Chad Larson" Join Chad Larson in a new, insightful episode of MLD Money Matters as we dive deep into the economic currents shaping 2025. This year brings a mix of optimism and significant uncertainty. From the echoes of past economic cycles to emerging challenges and opportunities...

Send us a Text with any questions or comments In this episode of MLD Money Matters, host Chad Larson, Senior Portfolio Manager at MLD Wealth, provides a comprehensive update on the latest market trends and key events from the past month. Chad discusses the first quarter of the Alterna Private Income Portfolio. Looking ahead, Chad offers future market predictions and explores strategic investment a...