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In this special Allocator’s Perspective edition of Money Matters, Chad Larson, Senior Portfolio Manager and Founder of MLD Wealth, sits down with Andrew Cox, Senior Portfolio Manager at Guardian Capital LP. Together, they explore why international equities are finally having a moment—and why ignoring them may be a costly mistake.

From Japan’s corporate reform and Europe’s industrial resurgence to sector-level tailwinds in defense, infrastructure, and energy, this conversation delivers deep insights into global opportunities. Chad also breaks down MLD Wealth’s rigorous manager selection process, while Andrew explains Guardian’s “Quadrant System” and conviction-driven investment philosophy.

Tune in to hear:

• Why international stocks are trading at compelling valuations
• Where the real growth stories are outside the U.S.
• How Guardian is navigating macro risks, FX moves, and geopolitics
• And why now may be the most important time in a decade to diversify globally

This episode is a must-listen for any allocator or investor seeking perspective beyond the U.S. border.

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Welcome to Money Matters. It’s June, and the markets are moving with purpose — but not always with clarity. We’ve seen shifting economic data, ongoing rate speculation, and a few surprises that caught investors off guard. In today’s episode, we’re breaking down the key developments, what they signal, and how we’re navigating the path forward.

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Welcome to Money Matters. If April felt like a market reality check, you’re not alone. After a red-hot start to the year, April brought volatility, mixed signals from the Fed, and a stock market that took a bit of a breather. Today, we’re breaking it all down — what happened, why it matters, and what we are doing right now.