Send us a Text with any questions or comments In this episode, Chad breaks down the year that re-centered markets around fundamentals, discipline, and real-world constraints. From gold’s breakout to the resurgence of international equities, from energy’s structural super-cycle to the fragile underpinnings of private credit, this episode delivers a comprehensive and practical guide for investors heading into 2026. Key Topics Discussed: • What truly drove returns in 2025 • Gold’s renewed bull market and the role of central banks • Why energy remains one of the most asymmetric opportunities of the decade • The re-emergence of Germany and Japan as global equity leaders • Strategic opportunities in defense, utilities, and infrastructure • What went wrong in private markets and how to avoid structural pitfalls • MLD’s people, process, and philosophy for long-term compounding • Our disciplined, diversified 2026 positioning playbook Whether you’re an investor, advisor, or market enthusiast, this episode will sharpen your understanding of the global landscape and help you position with conviction for the year ahead.

Ver todos los episodios