Forthlane Off the Charts | with Andrew Sarna

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 St...

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 A...

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, hou...

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...

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...

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 W...

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...

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, equiti...