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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 heading into 2026.

Key Topics Discussed:
• What truly drove returns in 2025
• Gold’s renewed bull market and the role of central banks
• Why energy remains one of the most asymmetric opportunities of the decade
• The re-emergence of Germany and Japan as global equity leaders
• Strategic opportunities in defense, utilities, and infrastructure
• What went wrong in private markets and how to avoid structural pitfalls
• MLD’s people, process, and philosophy for long-term compounding
• Our disciplined, diversified 2026 positioning playbook

Whether you’re an investor, advisor, or market enthusiast, this episode will sharpen your understanding of the global landscape and help you position with conviction for the year ahead.

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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 grown so quickly, where the opportunities are, and what separates disciplined lenders from the rest of the market. Whether you're an advisor, investor, or simply curious how institutional allocators are navigating today's environment, this episode is the perfect entry point.



Disclaimer: This investment opportunity is only intended for those who qualify and meet the criteria of “accredited investors” as defined under National Instrument 45-106 Prospectus and Registration Exemptions (“NI 45-106”). CG does not endorse any investment opportunity, nor does it make any recommendation regarding the appropriateness of particular opportunities for any specific investor. Some private investment opportunities are speculative in nature and investors should be able and willing to withstand the loss of their entire investment. There may not be currently secondary market through which these units may be sold and there can be no assurance that any such market will develop. Investors are encouraged to complete their own due diligence before investing.

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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.