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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.

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Markets don’t like surprises, and last week’s “Liberation Day” tariff announcement was no exception. The reaction across global equity markets was swift and negative as investors recalibrated their expectations in real-time. With key global markets down over 20% from their highs — including the Nasdaq (US), DAX (Germany), and Nikkei (Japan) — a significant amount of bad news has already been priced in. While markets could decline further in the event of a recession, it’s important to recognize that changes in policy could quickly halt or even reverse some of the recent pullback.

While uncertainty is running high, we believe there is a reasonable chance that policymakers could soften their stance in the months ahead. However, rather than making assumptions, we remain firmly committed to a disciplined, risk-managed approach that prioritizes capital preservation while positioning our portfolios to capitalize on the market dislocations that volatility tends to create.

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Welcome to this month's episode of MLD Wealth Money Matters, hosted by Chad Larson. Today, we're diving into the dynamic world of financial markets with a special focus on the recent turbulence caused by Donald Trump's announcement of global tariffs. We'll explore how these changes are shaping investment strategies and what it means for your portfolio. Stay tuned as we break down the complexities of the market's reaction and help you navigate these uncertain financial waters. Let's get started!

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The podcast discussion covers a wide range of geopolitical and economic topics. It highlights the uncertainty and potential for increased trade tensions due to new tariffs under President Trump's administration, with a specific focus on the implications for global trade wars starting April 2025. The situation between the U.S. and Ukraine is also addressed, noting a complex and evolving level of U.S. support amid broader European security concerns. Discussions on OPEC+ reveal changes in oil production that may influence global oil prices. The segment on currency touches on the unpredictability of the CAD vs. USD exchange rate, emphasizing ongoing market volatility. The closing message advises a cautious yet proactive investment strategy, suggesting that despite global uncertainties, maintaining a diversified and strategic portfolio can help navigate potential economic disruptions.

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Welcome to another episode of MLD Money Matters, where Chad Larson, Senior Portfolio Manager and founder of MLD Wealth dives into some of the most pivotal events shaking the financial landscape. We’ll start off with an in-depth look at Deep Seek, He’ll navigate through the recent turbulence of a near tariff war with the US, discussing its implications and outcomes.

We're also tackling the pressing currency issues in Canada, analyzing the shifts and strategies at play. And of course, we can't overlook the tech titan, Elon Musk, and his profound influence on government efficiency. Join us as we explore these critical topics, providing you with insightful analysis and expert perspectives. Stay tuned, because this episode is packed with information you won't want to miss.

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"Navigating the Future: Unpacking the 2025 Market Outlook with Chad Larson"

Join Chad Larson in a new, insightful episode of MLD Money Matters as we dive deep into the economic currents shaping 2025. This year brings a mix of optimism and significant uncertainty. From the echoes of past economic cycles to emerging challenges and opportunities in global markets, we explore what investors can expect as we navigate through potential policy shifts and market volatilities. Discover how sectors might perform, where the investment opportunities lie, and strategies to safeguard and grow your portfolio in a year of unpredictability. Tune in as we dissect the complexities of the financial world, helping you make informed decisions for a prosperous future.