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

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

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MLD Market Update February 2026 - Copper Super Cycle

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