Forthlane Off the Charts | with Andrew Sarna – Détails, épisodes et analyse

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Forthlane Off the Charts | with Andrew Sarna

Forthlane Partners, Stories and Strategies

Business & Entrepreneuriat

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Fréquence : 1 épisode/13j. Total Éps: 12

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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🇨🇦 Canada - investing
27/08/2026
#100
🇨🇦 Canada - investing
10/04/2026
#79
🇨🇦 Canada - investing
09/04/2026
#71
🇨🇦 Canada - investing
08/04/2026
#47

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https://offthecharts.substack.com/
11 partages
https://forthlane.com/
11 partages

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Score global : 72%

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Middle East Tensions | Credit Fund Runs | Portfolio Defense

Saison 1 · Épisode 1

mardi 7 avril 2026 • Durée 12:34

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.

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Forthlane Off the Charts | Trailer

jeudi 2 avril 2026 • Durée 00:53

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.

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Trade Wars | The Future of Global Trade | Bond Market Intervention

Saison 1 · Épisode 11

mardi 25 août 2026 • Durée 15:39

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 negotiations, the case that this conflict is ultimately about China, and what the Treasury's bond market move signals for investors holding real assets.

WHAT TO LISTEN FOR

:35 Why did Canada-US trade talks collapse — and who's really to blame?

3:59 What do 50% auto tariffs mean for Canadian manufacturing and investment?

6:29 Is the trade war with Canada actually a proxy war with China?

10:21 What did the US Treasury announce and why did gold and Bitcoin spike?

12:35 What are the four ways out of a debt trap — and which path are we on?

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.

Mixed Jobs | Earnings Boom | The Bond Problem

Saison 1 · Épisode 10

mardi 11 août 2026 • Durée 19:16

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 corporate earnings that are running at near-COVID-recovery levels, and the current challenges with traditional bonds.

WHAT TO LISTEN FOR

:31 Why did the US lose 23,000 jobs while unemployment actually fell?

4:34 What does 50% S&P earnings growth really mean for investors?

7:37 Which sectors surprised most — and is the SaaS apocalypse over?

16:22 What should investors hold instead of bonds to protect purchasing power?

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.

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Hyperscaler Selloff | The Taco Index | Fed on Hold

Saison 1 · Épisode 9

mardi 28 juillet 2026 • Durée 08:54

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 infrastructure is spooking investors, why Trump's decision to return to the negotiation table with Iran is best understood through a four-variable "taco index," and why new Fed Chair Kevin Warsh is almost certain to hold rates, even as hike odds climb.

WHAT TO LISTEN FOR

:32 Why is the market punishing hyperscalers for their AI CapEx spending?

1:42 Are the Mag Seven turning into the next commodity producers? 2:48 What is the taco index and how does it predict Trump's next move?

5:38 What should investors expect from new Fed Chair Kevin Warsh this week?

7:37 How is AI reshaping the real economy and what does it mean for rate hikes?

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.

Inflation's Collapse | AI Dominates Markets | State of Private Equity

Saison 1 · Épisode 8

mercredi 15 juillet 2026 • Durée 15:12

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, why passive investing has quietly become a concentrated bet on AI, and why now is not the time to rush into new private equity allocations.

WHAT TO LISTEN FOR

:28 What does June's surprise CPI drop mean for markets and the rate outlook?

3:08 How concentrated is the S&P 500 in AI — and what are the risks for passive investors?

6:50 Where is Forthlane finding genuine diversification away from the AI theme?

8:55 Is now the right time to increase private equity allocations?

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.

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Market Dispersion | Gold Pullback | USMCA Review

Saison 1 · Épisode 7

mardi 30 juin 2026 • Durée 11:55

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

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Peace in the Middle East | AI Export Bans | Inflation

Saison 1 · Épisode 6

mardi 16 juin 2026 • Durée 10:44

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.

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

Saison 1 · Épisode 5

mardi 2 juin 2026 • Durée 13:58

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.

Oil Shock Returns | Inflation Reignites | US-China Divide

Saison 1 · Épisode 4

mardi 19 mai 2026 • Durée 10:05

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.

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Forthlane Off the Charts | with Andrew Sarna – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other2

LinkedIn2

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu

Other2

LinkedIn2