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 July 2026 - Price Action Is Not the Thesis
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In this episode, Chad explains why price action is not the thesis, and why the instinct to question what you own when markets cool is almost always backwards. He breaks down the difference between short-term price action and a durable investable thesis, and how anchoring on recent moves lets the least informative signal override the most important one.
Chad also covers what central banks are actually doing with gold versus what the money supply is doing, how much energy the world consumes every single day and what that means through 2050, and why international equities and infrastructure belong in the center of the portfolio rather than the edge.
A timely discussion for investors focused on portfolio discipline, real assets, behavior management, and staying positioned for opportunity when conditions change.