Forthlane Off the Charts | with Andrew Sarna
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.
Forthlane Off the Charts | with Andrew Sarna
Latest Episodes
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, whe...
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 FOR00:28 Why is the rest of t...
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 FOR0:25 Why Did All ...
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. <...
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 tradit...
