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 January 2026 - Allocator’s Perspective - Canoe Financial - Energy Markets
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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.