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
Fed Rate Hike | The AI Economy | Family Office Playbook
The Fed hiked for the first time in three years and the bigger risk may be what comes next. In this episode of Off the Charts, Andrew Sarna breaks down why 25 basis points isn't the real concern, how AI-driven earnings are ...
Bond Market Revolts | Hot Jobs | The Fed Dilemma
Trade wars are giving way to a new set of pressures; rising bond yields, a stronger-than-expected jobs report, and a Fed caught between hiking and losing credibility.In this episode of Off the Charts, Andrew Sarna and Vanessa Hui unpack ...
Trade Wars | The Future of Global Trade | Bond Market Intervention
Trade wars are escalating, the global trading order is fracturing, and a quiet US Treasury move just sent gold and Bitcoin surging.In this episode of Off the Charts, Andrew Sarna and Vanessa Hui unpack the collapse of Canada-US trade neg...
Mixed Jobs | Earnings Boom | The Bond Problem
The labour market is sending mixed signals, corporate earnings are booming, and bonds may be quietly eroding your purchasing power. In this episode of Off the Charts, Andrew Sarna and Vanessa Hui unpack July employment reports; Q2 c...
Hyperscaler Selloff | The Taco Index | Fed on Hold
AI Capex is rattling markets, Trump has a new policy trigger, and the Fed's new chair faces his first big test.In this episode of Off the Charts, Andrew Sarna and Vanessa Hui break down why hyperscalers spending $700 billion on AI infras...
