Forthlane Off the Charts | with Andrew Sarna

Forthlane Partners, Stories and Strategies
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Forthlane’s Off the Charts podcast breaks down three market headlines each episode, and what they mean for portfolios.  Hear perspectives from Andrew Sarna, Portfolio Manager at Forthlane, with practical context on the macro environment shaping everything.  No extra babble. No guests you don’t need. Just the headlines and the Forthlane perspective on what to do with them. 

Tập

  1. 6 ngày trước

    Market Dispersion | Gold Pullback | USMCA Review

    Markets, gold, and the USMCA: three stories making headline.  In this episode of Off the Charts, Andrew Sarna and Vanessa Hui break down why the S&P 500’s June dips masks a broadening market, why gold’s recent pullback may not weaken its longer term case, and how the upcoming USMCA review creates serious uncertainty for Canada’s economy. WHAT TO LISTEN FOR 0:30 Why Is the S&P 500 Hiding Strength in the Broader Market? 2:26 Are AI Hyperscalers Becoming the New Commodity Producers? 3:32 Could Amazon Become the Next ExxonMobil? 4:06 What Is Driving the Pullback in Gold Prices? 10:00 How Could a USMCA Breakdown Hurt Canada’s Economy?   Off the Charts Newsletter    CONNECT WITH ANDREW SARNA Website | LinkedIn CONNECT WITH VANESSA HUI Website | LinkedIn  This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions

    12 phút

  2. 16 thg 6

    Peace in the Middle East | AI Export Bans | Inflation

    Andrew Sarna and Vanessa Hui break down three topics influencing markets: the prospects and pitfalls of a Middle East peace deal; the growing national security implications of frontier AI models; and what reaccelerating inflation above 4% means for investors. WHAT TO LISTEN FOR 0:22 What should investors make of the anticipated Middle East peace announcement? 4:01 Why did the US government force Anthropic to pull its Mythos class of models? 7:41 What does headline CPI above 4% mean for markets?   CONNECT WITH ANDREW SARNA Website | LinkedIn Off the Charts Newsletter  CONNECT WITH VANESSA HUI Website | LinkedIn    This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

    11 phút

  3. 2 thg 6

    K-Shaped Economy | Canada's Recession | SpaceX IPO

    Markets are splitting into winners, worriers, and one very expensive rocket ship.  In this episode of Forthlane’s Off the Charts podcast, Andrew Sarna breaks down three market-moving stories: the “K-shaped” U.S. economy, where wealthy households keep spending while lower-income consumers face shrinking savings and rising delinquencies; Canada’s technical recession, driven by weak productivity, housing dependence, trade uncertainty, and pressure on living standards; and the looming SpaceX IPO, which could become the biggest capital raise in history while testing just how far retail speculation, index demand, and Elon Musk’s story-stock power can go.   WHAT TO LISTEN FOR 00:03 What are the three biggest market stories this week? 01:56 Why are lower-income households struggling while markets hit records? 04:02 Is Canada officially in a technical recession? 08:36 Could the SpaceX IPO become the biggest IPO in history? 10:59 Why could index-rule changes force huge SpaceX buying?    CONNECT WITH ANDREW SARNA Website | LinkedIn Off the Charts Newsletter    CONNECT WITH VANESSA HUI Website | LinkedIn    This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

    14 phút

  4. 19 thg 5

    Oil Shock Returns | Inflation Reignites | US-China Divide

    Andrew Sarna and Vanessa Hui break the resurgence in oil markets, inflation fears reigniting, and why the U.S.-China relationship remains stuck in a stalemate.   WHAT TO LISTEN FOR 00:28 Why is the rest of the world selling off while the US holds on? 03:39 Three months, a closed strait, and oil at $110 — why is this only hitting markets now? 07:51 The US-China Summit promised a lot — so why did it deliver almost nothing? 09:29 The three things every investor needs to take away from this week's headlines   CONNECT WITH ANDREW SARNA Website | LinkedIn Off the Charts Newsletter  CONNECT WITH VANESSA HUI Website | LinkedIn    This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

    10 phút

  5. 5 thg 5

    Inflation Risks Return | Earnings Explode | AI Boom

    Andrew Sarna and Vanessa Hui break down three topics influencing markets:  cautious central banks, surprisingly strong but narrow earnings growth, and massive AI CapEx spending.  WHAT TO LISTEN FOR 0:25 Why Did All Major Central Banks Hold Rates Steady? 3:06 How Strong Was Q1 Earnings Season? 4:28 Why Are the Magnificent Seven Driving Market Earnings? 6:55 How Big Is the AI CapEx Cycle? 9:28 What Happens If AI Spending Starts to Miss Expectations?   CONNECT WITH ANDREW SARNA Website | LinkedIn Off the Charts Newsletter  CONNECT WITH VANESSA HUI Website | LinkedIn    This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

    11 phút

  6. 21 thg 4

    Priced for Peace | AI Inflects | Hidden Credit Opportunities

    Andrew Sarna and  Vanessa Hui unpack three themes shaping markets and portfolio construction: the recent market rally; a shift in sentiment around the Mag 7; and a bottoms-up approach to finding compelling opportunities.   WHAT TO LISTEN FOR :48 What’s behind one of the  strongest 10-day rallies in history? 6:37 What is driving the shift in AI sentiment and what does it mean for the Mag 7? 11:22 Where s are there still compelling opportunities in today's uncertain environment?   CONNECT WITH ANDREW SARNA Website | LinkedIn Off the Charts Newsletter   CONNECT WITH VANESSA HUI Website | LinkedIn    This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

    14 phút

  7. 7 thg 4

    Middle East Tensions | Credit Fund Runs | Portfolio Defense

    In this debut episode of Forthlane’s Off the Charts, Andrew Sarna and Vanessa Hui unpack three recent headlines impacting markets: escalating Middle East tensions, mounting concerns in private credit, and a challenging March for traditional portfolios. Despite geopolitical chaos, equities remain surprisingly resilient, leaving investors questioning whether markets are underpricing risk or simply conditioned to ignore it. .  The key takeaways: the war is difficult to handicap and markets remain resilient; private credit headlines are more about liquidity than fundamentals; and portfolio construction matters more than ever when traditional diversification breaks down. WHAT TO LISTEN FOR :26 Middle East Conflict & Market Resilience 5:38 Private Credit & Liquidity Concerns 9:38 Traditional Portfolios Struggle in March CONNECT WITH ANDREW SARNA Website | LinkedIn Off the Charts Newsletter  CONNECT WITH VANESSA HUI Website | LinkedIn    This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

    13 phút

  8. Trailer

    Forthlane Off the Charts | Trailer

    If you’re a high-net-worth investor who wants clarity without the noise, this show is for you. Forthlane’s Off the Charts podcast breaks down three market headlines each episode, and what they actually mean for portfolios, risk, and positioning. No extra babble, just the headlines and the meaning.  Hear Forthlane perspective from Andrew Sarna, with practical context across rates, inflation, equities, and fixed income.  Built for clients and investors who value disciplined decision-making and long-term thinking.  Follow Forthlane’s Off the Charts for Forthlane commentary you can use, every two weeks. This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

    1 phút

Trailer

Giới Thiệu

Forthlane’s Off the Charts podcast breaks down three market headlines each episode, and what they mean for portfolios.  Hear perspectives from Andrew Sarna, Portfolio Manager at Forthlane, with practical context on the macro environment shaping everything.  No extra babble. No guests you don’t need. Just the headlines and the Forthlane perspective on what to do with them. 

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    Forthlane Partners, Stories and Strategies
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    Forthlane Off the Charts | with Andrew Sarna