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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.
| Episode | Date |
|---|---|
|
Mixed Jobs | Earnings Boom | The Bond Problem
|
Aug 11, 2026 |
|
Hyperscaler Selloff | The Taco Index | Fed on Hold
|
Jul 28, 2026 |
|
Inflation's Collapse | AI Dominates Markets | State of Private Equity
|
Jul 15, 2026 |
|
Market Dispersion | Gold Pullback | USMCA Review
|
Jun 30, 2026 |
|
Peace in the Middle East | AI Export Bans | Inflation
|
Jun 16, 2026 |
|
K-Shaped Economy | Canada's Recession | SpaceX IPO
|
Jun 02, 2026 |
|
Oil Shock Returns | Inflation Reignites | US-China Divide
|
May 19, 2026 |
|
Inflation Risks Return | Earnings Explode | AI Boom
|
May 05, 2026 |
|
Priced for Peace | AI Inflects | Hidden Credit Opportunities
|
Apr 21, 2026 |
|
Middle East Tensions | Credit Fund Runs | Portfolio Defense
|
Apr 07, 2026 |
|
Forthlane Off the Charts | Trailer
|
Apr 02, 2026 |