MLD Wealth – Market Updates

The S&P 500 finished October one cent above where it stood in late May, but almost everything underneath it moved. Here is what a flat index was hiding, and why the backbone of the economy still matters more than the muscle.

The Fed's first rate hike since 2023 shook the cabin in September, but the altimeter barely moved. Why the outlook is unchanged, and why the rebuilding of the physical economy may be the most important destination of the next decade.

With US debt past $40 trillion, long bond yields at their highest since 2007 and gold miners up 43% in a single month, why returns are made in the corners and why being set up before they arrive matters most.

Late innings of a 16-year bull market, a capex boom that has become the index, and $1.5 trillion of borrowed money: why staying balanced, and keeping your hand free, matters more than ever.

Chad Larson explains why short-term market declines in gold, energy, and infrastructure do not necessarily invalidate their long-term investment case, arguing that disciplined investors should focus on supply, demand, scarcity, and replacement costs rather than market noise.

In this episode, Chad discusses why markets are becoming more crowded and why disciplined positioning matters when valuations are elevated. He breaks down how strong earnings from major technology companies can be real, while retail speculation, options activity, and heavy equity issuance still create reasons for caution.

Chad Larson argues broad markets look stretched, but AI’s physical infrastructure buildout remains a compelling long-term investment theme requiring disciplined, selective positioning.

Markets turned volatile in March as rising oil prices, geopolitical tensions in the Middle East, and recession concerns reshaped the investment landscape. In this episode, Chad Larson breaks down the recent market correction, why energy stocks are outperforming, and why gold is behaving more like a risk asset than a traditional safe haven.

In this episode, we discuss why volatility is returning after a strong start to 2026 and why sector rotation is becoming increasingly important for investors. Chad breaks down how leadership in markets is shifting toward energy, infrastructure, and materials, while parts of technology and financials soften.