Send us a Text with any questions or comments 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 r...
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Send us a Text with any questions or comments 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 r...
Send us a Text with any questions or comments 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 r...
Send us a Text with any questions or comments 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 Port...
Send us a Text with any questions or comments 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 ...
Send us a Text with any questions or comments 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 conv...
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 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 l...
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, infrastr...
Send us a Text with any questions or comments 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.
Send us a Text with any questions or comments Welcome to Money Matters. If April felt like a market reality check, you’re not alone. After a red-hot start to the year, April brought volatility, mixed signals from the Fed, and a stock market that took a bit of a breather. Today, we’re breaking it all down — what happened, why it matters, and what we are doing right now.
Send us a Text with any questions or comments Markets don’t like surprises, and last week’s “Liberation Day” tariff announcement was no exception. The reaction across global equity markets was swift and negative as investors recalibrated their expectations in real-time. With key global markets down over 20% from their highs — including the Nasdaq (US), DAX (Germany), and Nikkei (Japan) — a significant amount of bad news has already been priced in. While markets could decline further in the e...
Send us a Text with any questions or comments Welcome to this month's episode of MLD Wealth Money Matters, hosted by Chad Larson. Today, we're diving into the dynamic world of financial markets with a special focus on the recent turbulence caused by Donald Trump's announcement of global tariffs. We'll explore how these changes are shaping investment strategies and what it means for your portfolio. Stay tuned as we break down the complexities of the market's reaction and help you navigate the...
Send us a Text with any questions or comments The podcast discussion covers a wide range of geopolitical and economic topics. It highlights the uncertainty and potential for increased trade tensions due to new tariffs under President Trump's administration, with a specific focus on the implications for global trade wars starting April 2025. The situation between the U.S. and Ukraine is also addressed, noting a complex and evolving level of U.S. support amid broader European security concerns...
Send us a Text with any questions or comments Welcome to another episode of MLD Money Matters, where Chad Larson, Senior Portfolio Manager and founder of MLD Wealth dives into some of the most pivotal events shaking the financial landscape. We’ll start off with an in-depth look at Deep Seek, He’ll navigate through the recent turbulence of a near tariff war with the US, discussing its implications and outcomes. We're also tackling the pressing currency issues in Canada, analyzing the shifts a...
Send us a Text with any questions or comments "Navigating the Future: Unpacking the 2025 Market Outlook with Chad Larson" Join Chad Larson in a new, insightful episode of MLD Money Matters as we dive deep into the economic currents shaping 2025. This year brings a mix of optimism and significant uncertainty. From the echoes of past economic cycles to emerging challenges and opportunities in global markets, we explore what investors can expect as we navigate through potential policy shifts an...
Send us a Text with any questions or comments In this episode of MLD Money Matters, host Chad Larson, Senior Portfolio Manager at MLD Wealth, provides a comprehensive update on the latest market trends and key events from the past month. Chad discusses the first quarter of the Alterna Private Income Portfolio. Looking ahead, Chad offers future market predictions and explores strategic investment approaches, such as diversifying with alternative investments and focusing on risk management. He...
Send us a Text with any questions or comments In this month’s episode of Money Matters, we're diving into the potential impacts of the Trump presidency in 2025 with a Republican-controlled Congress. We'll explore what this could mean for environmental rollbacks, regulatory changes in major industries, the latest on trade and tariffs, and key legislative priorities. Join us as we break down how these shifts could affect markets, inflation, and investment strategies – and what investors ...
Send us a Text with any questions or comments Welcome back to MLD Money Matters with your host, Chad Larson. In this October edition, I’m here to unpack a whirlwind of market activities and share some pivotal insights from recent developments. We've seen the first Federal Reserve rate cut since 2020, a strategic move that’s sparking discussions across global markets. With the S&P 500 hitting its first positive September since 2019 and major liquidity events reshaping our investment...
Send us a Text with any questions or comments In the latest MLD Wealth Money Matters Podcast, Chad Larson discusses the Bank of Canada's recent rate cut and signals of potential further easing if economic conditions worsen. September's historical market weakness looms, but bullish momentum continues, supported by strong earnings and positive investor sentiment. Inflation shows signs of cooling, with the Fed expected to pivot towards rate cuts, bolstering market confidence. Despite geop...
Send us a Text with any questions or comments Welcome to the MLD Wealth Money Matters podcast. Today, we're diving into the current market dynamics following a recent pullback in the broader market especially the Nikkei, Nasdaq and the S&P500. Despite recent volatility, such pullbacks are a normal part of market cycles. They often present buying opportunities for long-term investors. As we navigate through this quieter week, the focus will likely remain on key economic indicators ...
Send us a Text with any questions or comments Welcome to this month's episode of Money Matters, where Chad Larson, the seasoned Portfolio Manager of MLD Wealth, shares his insights. Today, Chad dives into the current market dynamics, focusing on the electoral cycle of US politics, How the mid-year point of the market points towards a positive end of year and reconfirms his bullish stance for the market through 2025.
Send us a Text with any questions or comments Welcome to this month's episode of Money Matters, where Chad Larson, the seasoned Portfolio Manager of MLD Wealth, shares his insights. Today, Chad dives deep into the current market dynamics, focusing on the Bank of Canada's recent decision to cut rates before the US Federal Reserve and its impact on the Canadian dollar. Chad also discusses the exciting new opportunities with the Alterna Private Income Portfolio, explaining why he's enthusiastic...
Send us a Text with any questions or comments 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 r...
