MLD Wealth – Money Matters with Chad Larson

MLD Wealth – Money Matters with Chad Larson

MLD Market Update January 2026 - Allocator’s Perspective - Canoe Financial - Energy Markets

53 min · 7. jan. 2026
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episode MLD Market Update January 2026 - Allocator’s Perspective - Canoe Financial - Energy Markets cover

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Send us a Text with any questions or comments [https://www.buzzsprout.com/2089776/fan_mail/new] In this episode of MLD Money Matters, Chad Larson is joined by David Szybunka, Senior Portfolio Manager and Managing Director at Canoe Financial, for a timely deep dive into what may be one of the most misunderstood and mispriced structural themes in global markets: energy. The conversation explores the accelerating power-demand supercycle driven by AI and data centers, the valuation disconnect between fundamentals and public market sentiment, the impact of industry consolidation and capital discipline, and the stark contrast between public and private market positioning. Together, they outline why energy is evolving from a legacy sector into a strategic growth and profitability opportunity and how investors should think about positioning for the decade ahead.

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episode MLD Market Update July 2026 - Price Action Is Not the Thesis artwork

MLD Market Update July 2026 - Price Action Is Not the Thesis

Send us a Text with any questions or comments [https://www.buzzsprout.com/2089776/fan_mail/new] 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.

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