MLD Wealth – Money Matters with Chad Larson

Send us a Text with any questions or comments Welcome to the MLD Wealth Money Matters podcast. Today, we're diving into the current market dynamics following a recent pullback in the broader market especially the Nikkei, Nasdaq and the S&P500.  Despite recent volatility, such pullbacks are a normal part of market cycles. They often present buying opportunities for long-term investors. As...

Send us a Text with any questions or comments  Welcome to this month's episode of Money Matters, where Chad Larson, the seasoned Portfolio Manager of MLD Wealth, shares his insights. Today, Chad dives into the current market dynamics, focusing on the electoral cycle of US politics, How the mid-year point of the market points towards a positive end of year and reconfirms his bullish stance for...

Send us a Text with any questions or comments Welcome to this month's episode of Money Matters, where Chad Larson, the seasoned Portfolio Manager of MLD Wealth, shares his insights. Today, Chad dives deep into the current market dynamics, focusing on the Bank of Canada's recent decision to cut rates before the US Federal Reserve and its impact on the Canadian dollar. Chad also discusses...

Send us a Text with any questions or comments Welcome to this month's episode of Money Matters, where   Chad Larson, the seasoned Portfolio Manager of MLD Wealth, shares his insights. Today, Chad will discuss the current dynamics of the market and why he remains constructive and excited about the potential ahead in 2025 and the remainder of 2024. With an in-depth analysis of recent trends and...

Send us a Text with any questions or comments Join Chad Larson, Senior Portfolio Manager at MLD Wealth as he reflects on navigating through two challenging years in the market and celebrates the promising start to this year. Chad will delve into the intricate workings of the investment cycle, shedding light on our meticulous approach to capital positioning, always tailored to meet the unique needs...

Send us a Text with any questions or comments Welcome to MLD Money Matters, your go-to podcast for all things finance, where we break down complex market trends into manageable insights. Today, we're diving into the factors shaping the global markets this year. And now, for a bit of thrilling news I've been eagerly waiting to share with you all. After months of meticulous planning and ri...

Send us a Text with any questions or comments In this episode Chad introduces MLD's newest Partner and Senior Investment Advisor Mehul Sudra and discusses Gurman Arora's promotion to Senior Financial Planner to lead the groups Wealth Enhancement Services platform. Additionally Chad discusses his thoughts on inflation, immigration, the Fed and positioning strategies in core portfolios.

Send us a Text with any questions or comments As always, our priority is to ensure your financial well-being and peace of mind. We look forward to a prosperous 2024, filled with opportunities for growth, both monetarily and in knowledge. Here's to a year of building wealth and maintaining a balanced lifestyle.   "Thank you for your continued trust in MLD Wealth Management. Wishing you al...

Send us a Text with any questions or comments Short update on the market rally seen in November, where we see the year end rally and how we are positioning capital for 2024

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Send us a Text with any questions or comments Greg Taylor, Chief Investment Officer of Purpose Investments joins Chad Larson for a candid discussion surrounding markets, seasonal timing, recession fears and inflation outlook

Send us a Text with any questions or comments In this episode Chad discusses the current state of the economy with respect to a resilient US economy largely buoyed by stimulus that could pave the way for more risk.   Ultimately setting the stage for recovery when the FED pivots from quantitative tightening and starts to ease the supply of money

Send us a Text with any questions or comments In this episode Chad discusses many topics from the market, geopolitics, recent tragic events unfolding on the world stage and the concerns he sees in front of investors heading into Q4

Send us a Text with any questions or comments Join Chad Larson as he discusses current positioning, the real economy, the reality of sideways markets, and investor fatigue.  Chad additionally discusses some of the details regarding their new formal partnership with a leading firm in adding a whole new depth to their investment analytics, risk analysis and investment selection process.  

Send us a Text with any questions or comments In the battle of “don’t fight the Fed” and “don’t fight the tape,” the tape is clearly winning, and given that one mega-cap technology stock was recently bigger than the entire Russell 2000, it doesn’t take a lot to lift the underperforming areas like small-cap and banks that have caught a bid. The market has been broadening out on earnings not being a...

Send us a Text with any questions or comments The narrowing of U.S. equity performance has been a hot topic of discussion so far this year, but what does it mean for investors when a small handful of stocks makes up such a huge percentage of the market’s overall returns?  We also discuss the topic of Investor Fatigue, Inflation in a cooling economy and the disparity between value and growth invest...

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Send us a Text with any questions or comments Join me while I discuss interest rates, the economy and our outlook into the back half of 2023.   Remember…two things can be true at the same time and equally we can have a bad economy and a good market.

Send us a Text with any questions or comments Our game plan remains the same: stay lighter in exposure and slightly defensive in sector allocation, and stand ready to take advantage of any weakness if/when bad news becomes bad news.

Send us a Text with any questions or comments With a few inbound calls and emails regarding the increased media attention to the failure of Silicon Valley Bank, I felt it timely to publish my opinion on the matter and give a quick update to our outlook and positioning.

Send us a Text with any questions or comments In this episode I am joined by Travis Dowle CFA, a Capital Markets Partner that has great insights into the market.  Travis is the Founder, President and Portfolio Manager of Maxam Capital an independent alternative investment management firm located in Vancouver, Canada.  We discuss the current market backdrop, bottom-up investing, arbitrage and how t...

Send us a Text with any questions or comments In this episode we discuss being ahead of consensus and the core principles of having disciplined process in our investment strategy.  We also recap January's stellar performance and outlook for the rest of the year on how it relates to Inflation, Interest Rates and Recession. 

Send us a Text with any questions or comments While Global growth is set to worsen for part of 2023, we also expect markets to start focusing on the recovery that lies ahead. We believe this calls for dynamic portfolios that are ready to pivot as a sequence of events unfold. This includes quality investments amid the current uncertainty and exposure to sources of long-term growth. 

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Send us a Text with any questions or comments