MLD Market Update May 2026 - The Physical Side of the AI Boom

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.

MLD Market Update June 2026 - A Couple of Laps Ahead

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MLD Market Update May 2026 - The Physical Side of the AI Boom

Send us a Text with any questions or comments [https://www.buzzsprout.com/2089776/fan_mail/new] In this episode, Chad discusses the latest market backdrop and why discipline remains important as investors navigate volatility, elevated valuations, and shifting global risks. He also highlights the continued strength of the AI infrastructure theme, including the growing demand for power, semiconductors, utilities, and critical materials. A timely update for investors focused on staying informed, positioned, and disciplined through a more complex market environment.

MLD Market Update April 2026 - Oil, Gold, and Staying Disciplined

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MLD Market Update March 2026 - Volatility Returns: Energy Security and the Shift in Global Markets

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