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
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...
Inflation's Collapse | AI Dominates Markets | State of Private Equity
Inflation is collapsing, passive investing has a hidden risk, and private equity is flashing warning signs.In this episode of Off the Charts, Andrew Sarna and Vanessa Hui break down why June's surprise CPI drop may be too good to be true...
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 we...
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...
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...
