March 2025 Market Update

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In this episode of the MLD Wealth podcast, I, Chad Larson, provide an in-depth market update for March 2025. In this episode, we dive deep into the current economic landscape and the challenges we face as investors.

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Timestamps

00:00:00 - Introduction and Market Overview

‍00:02:00 - The Impact of Negative Information on Stress

‍00:03:34 - Focus on Tariffs: Setting the Stage00:05:10 - Letter from Richard Pilosoff: Tariff War Insights

‍00:09:54 - Understanding Trump's Tariff Policies

‍00:11:39 - Countries Affected by Trade War 2.0

‍00:13:27 - Potential Impacts of Tariffs on the Canadian Economy

‍00:15:58 - Political Landscape and Economic Implications

‍00:17:02 - America-First Trade Policy and Investment Themes

‍00:19:01 - MLD's Approach to Managing Tariff Impacts

‍00:19:32 - Brief Update on the Ukraine-Russia Situation

‍00:20:14 - OPEC Plus and Oil Market Dynamics

‍00:21:31 - Foreign Exchange Predictions: Canada vs. U.S.

‍00:22:14 - Closing Thoughts and Market Outlook

‍00:24:13 - Final Reflections on Volatility and Decision-Making

‍00:26:31 - Conclusion and Call to Action

Key Topics Discussed:

In this March 2025 update, we dive deep into the current state of the markets, focusing on the pressing issue of tariffs and their implications for investors.

In this episode, I discuss:

• The Nature of Market Volatility: Understanding how negative information can impact our mindset and decision-making.
• The Tariff War: What tariffs are, their potential impacts on global and domestic economies, and how they shape our investment strategies.
• Geopolitical Insights: A brief overview of the ongoing Russia-Ukraine situation and its relevance to the market.
• OPEC Plus and Oil: Analyzing the current oil landscape and what it means for our portfolios.
• Foreign Exchange Trends: Insights into the Canadian versus U.S. dollar dynamics.

I also share a powerful letter from Richard Pilosoff, a respected leader in the investment community, outlining how we can navigate these turbulent times with a balanced approach to risk management and opportunity.

As we face these challenges, it's crucial to remember that times of uncertainty can also present unique opportunities. I encourage you to take a step back, breathe, and focus on what truly matters—your investment goals and the quality of the companies in your portfolio.

Join me for this insightful discussion, and let's explore how we can weather the storm together. If you have any questions or would like to discuss your investment strategy, please don't hesitate to reach out.

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Best regards,

Chad Larson
MLD Wealth
Host of MLD Money Matters Podcast

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