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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.

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In this episode of MLD Money Matters, host Chad Larson, Senior Portfolio Manager at MLD Wealth, provides a comprehensive update on the latest market trends and key events from the past month. Chad discusses the first quarter of the Alterna Private Income Portfolio.

Looking ahead, Chad offers future market predictions and explores strategic investment approaches, such as diversifying with alternative investments and focusing on risk management. He also delves into the influence of global events on market dynamics, the recent weakness of the Canadian dollar, and the emerging use of peptide therapies in healthcare. With the potential to revolutionize health outcomes and challenge big pharma, peptide therapies represent a significant investment opportunity.

Tune in to stay informed about the market, gain valuable investment insights, and learn about the latest trends shaping the financial landscape. Don't miss this episode of MLD Money Matters!

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 In this month’s episode of Money Matters, we're diving into the potential impacts of the Trump presidency in 2025 with a Republican-controlled Congress. We'll explore what this could mean for environmental rollbacks, regulatory changes in major industries, the latest on trade and tariffs, and key legislative priorities. Join us as we break down how these shifts could affect markets, inflation, and investment strategies – and what investors need to know about navigating a potentially transformed economic landscape. 

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 Welcome back to MLD Money Matters with your host, Chad Larson. In this October edition, I’m here to unpack a whirlwind of market activities and share some pivotal insights from recent developments. We've seen the first Federal Reserve rate cut since 2020, a strategic move that’s sparking discussions across global markets. With the S&P 500 hitting its first positive September since 2019 and major liquidity events reshaping our investment landscape, we’re poised at a critical juncture. From the bustling energy sector to tech’s towering influence, join me as we dissect the complexities of today's economic environment and what it means for your investments. Stay tuned as we dive into the numbers, trends, and strategies that matter most to your financial journey.

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 In the latest MLD Wealth Money Matters Podcast, Chad Larson discusses the Bank of Canada's recent rate cut and signals of potential further easing if economic conditions worsen. September's historical market weakness looms, but bullish momentum continues, supported by strong earnings and positive investor sentiment. Inflation shows signs of cooling, with the Fed expected to pivot towards rate cuts, bolstering market confidence. Despite geopolitical risks, the broadening market trend and robust household consumption offer optimism. However, caution is advised as seasonal and political volatility could impact the markets, especially with the upcoming elections and possible economic slowdowns.