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MLD Wealth Money Matters with Chad LarsonAuthor: MLD Wealth Management
Top-Ranked portfolio manager in Canada, Chad Larson of MLD Wealth gives insight into the market place and economy. Follow him on this podcast to learn more about MLDs current views of the market and economy in a format that is concise, clear and authentic. New episodes monthly. For more information visit: https://mywealthmanagement.ca Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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MLD Market Update February 2026 - Copper Super Cycle
Episode 2
Tuesday, 3 February, 2026
Send us a Text with any questions or comments 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.
