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 May 2026 - The Physical Side of the AI Boom
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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.