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Forthlane Off the Charts | with Andrew Sarna

Forthlane Partners, Stories and Strategies

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.

PublishesTwice monthlyEpisodes5Founded2 months ago
Number of ListenersCategories
BusinessEntrepreneurshipInvesting

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Latest Episodes

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?... more

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 St... more

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... more

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 portfolio... more

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1. The Meb Faber Show - Better Investing

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Forthlane Off the Charts launched 2 months ago and published 5 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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