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 February 2026 - Copper Super Cycle
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Copper is no longer just a commodity — it’s a strategic bottleneck.
In this episode, we break down why we believe the world is entering a multi-decade copper supercycle, driven by electrification, AI infrastructure, and chronic supply constraints. We connect copper to the real economics of AI, unpack what Palantir’s earnings signal about the market’s “show-me” phase, explain Microsoft’s strong print but weak stock reaction, and discuss why we remain bullish on gold despite recent volatility and how it’s strengthened core portfolios.
This is a conversation about structural forces, duration risk, and portfolio construction in a changing macro regime.