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 de ene de 2026
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Portada del episodio MLD Market Update January 2026 - Allocator’s Perspective - Canoe Financial - Energy Markets

Descripción

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 February 2026 - Copper Super Cycle artwork

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.

3 de feb de 202620 min