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

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.

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?

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. 

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. 

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.