About 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.
Yields | Equity Market Breadth | Building Portfolios for an Inflationary World
Rising bond yields are sending shockwaves through financial markets, and few asset classes are immune. In this episode of Off the Charts, Andrew Sarna breaks down why rising yields have far-reaching implications for investors, how AI-driven enthusiasm is masking weakness across the broader equity market, and how investors can build portfolios that are better positioned for a world of persistent inflation. CONNECT WITH ANDREW SARNA Website | LinkedIn Off the Charts Newsletter CONNECT ...
22 Sept 2026
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 masking weakness across the broader economy, and what family offices should actually be doing with their portfolios right now. WHAT TO LISTEN FOR 5:35 Why is AI, not the broader economy, driving equity market resilience right now? 7:49 What happens to semiconductors...
9 Sept 2026
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 why US 10-year yields near 17-year highs are squeezing risk assets, what a blowout August jobs report actually says about the health of the economy, and whether the Fed hikes at next week's FOMC meeting. Listen for: :28 Why are bond yields at 17-year highs ...
25 Aug 2026
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 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 d...
11 Aug 2026
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 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 rea...
28 Jul 2026
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 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 LIST...
15 Jul 2026
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, 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 concentra...
30 Jun 2026
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 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?...
16 Jun 2026
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 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 mark...
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...
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 ...
5 May 2026
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 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 Happens If AI Spending Starts to Miss Expectations? CONNECT WITH ANDREW SARNA We...
21 Apr 2026
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. 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 Where s are there still compelling opportunities in today's uncertain environment...
7 Apr 2026
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 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 ...
2 Apr 2026
Forthlane Off the Charts | Trailer
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-m...
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