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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.

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Key points from this month’s update:

• The U.S. government shutdown is noise, but it reinforces our neutral stance on U.S. equities.
• International equities are compelling — cheaper, more diversified, and potentially boosted by currency.
• Alternatives like our Alterna Private Income Portfolio continue to deliver exceptional, world-class risk-adjusted returns.
• Beta still matters. Lazy portfolios are costly over time. Active management and diligence make all the difference.
• Gold and copper remain central — one as a safe haven, the other as a growth-linked asset.
• Tariffs, technology, and transition will drive volatility and opportunity in the years ahead.
• And finally, at MLD, our edge isn’t just access to exclusive opportunities — it’s the discipline, the problem-solving, and the stewardship that underpins every client relationship.

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September has always felt like a reset with new beginnings, new challenges, and new opportunities. In this month’s episode of MLD Wealth Money Matters, Chad Larson reflects on the season of change, both personally and in the markets.

Topics include:

• Why defense & aerospace equities serve as a geopolitical hedge.
• How healthcare innovation especially GLP-1 therapies is reshaping the investment landscape.
• Why gold remains one of our strongest convictions, and what recent price moves mean for portfolios.
• The importance of resilience: having a plan, a path, and insight to navigate tailwinds and headwinds alike.

Listen now to explore how to position portfolios for stability, growth, and longevity in today’s evolving markets.

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In this special Allocator’s Perspective edition of Money Matters, Chad Larson, Senior Portfolio Manager and Founder of MLD Wealth, sits down with Dan Cohen of Coller Capital to unpack the fast-growing world of private equity and credit secondaries.

They explore why secondaries are becoming a core tool for liquidity and diversification, how LP- and GP-led deals work, and where these strategies fit in a modern private wealth portfolio.

Tune in to learn:

• Why secondaries offer compelling return potential with low historical loss rates
• How institutions unlock liquidity without giving up their best assets
• Why this market is entering its most attractive phase yet

A must-listen for any investor looking to access institutional-quality opportunities in private markets.

*The investment opportunity discussed in this podcast 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. Investors are encouraged to complete their own due diligence before investing.

Send us a Text with any questions or comments

In this special Allocator’s Perspective edition of Money Matters, Chad Larson, Senior Portfolio Manager and Founder of MLD Wealth, sits down with Andrew Cox, Senior Portfolio Manager at Guardian Capital LP. Together, they explore why international equities are finally having a moment—and why ignoring them may be a costly mistake.

From Japan’s corporate reform and Europe’s industrial resurgence to sector-level tailwinds in defense, infrastructure, and energy, this conversation delivers deep insights into global opportunities. Chad also breaks down MLD Wealth’s rigorous manager selection process, while Andrew explains Guardian’s “Quadrant System” and conviction-driven investment philosophy.

Tune in to hear:

• Why international stocks are trading at compelling valuations
• Where the real growth stories are outside the U.S.
• How Guardian is navigating macro risks, FX moves, and geopolitics
• And why now may be the most important time in a decade to diversify globally

This episode is a must-listen for any allocator or investor seeking perspective beyond the U.S. border.

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Welcome to Money Matters. It’s June, and the markets are moving with purpose — but not always with clarity. We’ve seen shifting economic data, ongoing rate speculation, and a few surprises that caught investors off guard. In today’s episode, we’re breaking down the key developments, what they signal, and how we’re navigating the path forward.