MLD Wealth – Money Matters with Chad Larson
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
MLD Wealth – Money Matters with Chad Larson
MLD Market Update November 2025
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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 how investors can position for the next phase of expansion.
Then, Chad unveils the AI 2030 Portfolio, MLD Wealth’s new strategic allocation built to capture the real-world enablers of the AI revolution; from semiconductors and power infrastructure to copper, lithium, and rare earths.
Now available to MLD Private Clients (and soon to others through a performance-based model), this portfolio is designed for durable value creation in the decade ahead.
Stay invested. Stay selective. Stay disciplined.