Inflation's Collapse | AI Dominates Markets | State of Private Equity

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 concentrated is the S&P 500 in AI — and what are the risks for passive investors? 6:50 Where is Forthlane finding genuine diversification away from the AI theme? 8:55 Is now the right time to increase private equity allocations?   CONNECT WITH ANDREW SARNA Website [file:///C:/Users/dougd/StoriesAndStrategies%20Dropbox/Podcasts%20that%20Pop%20Team%20Folder/Stories%20and%20Strategies/Stories%20and%20Strategies/Clients/Forthlane%20Features%20Forthlane%20Partners/Forthlane%20Features/forthlane.com] | LinkedIn [https://www.linkedin.com/in/andrewsarna/] Off the Charts Newsletter [https://offthecharts.substack.com/]  CONNECT WITH VANESSA HUI Website [https://forthlane.com/] | LinkedIn [https://www.linkedin.com/in/vanessa-hui-0aa2262a/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=ca]    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.

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? 3:32 Could Amazon Become the Next ExxonMobil? 4:06 What Is Driving the Pullback in Gold Prices? 10:00 How Could a USMCA Breakdown Hurt Canada’s Economy?   Off the Charts Newsletter [https://offthecharts.substack.com/]    CONNECT WITH ANDREW SARNA Website [file:///C:/Users/dougd/StoriesAndStrategies%20Dropbox/Podcasts%20that%20Pop%20Team%20Folder/Stories%20and%20Strategies/Stories%20and%20Strategies/Clients/Forthlane%20Features%20Forthlane%20Partners/Forthlane%20Features/forthlane.com] | LinkedIn [https://www.linkedin.com/in/andrewsarna/] CONNECT WITH VANESSA HUI Website [https://forthlane.com/] | LinkedIn [https://www.linkedin.com/in/vanessa-hui-0aa2262a/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=ca]  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

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 markets?   CONNECT WITH ANDREW SARNA Website [file:///C:/Users/dougd/StoriesAndStrategies%20Dropbox/Podcasts%20that%20Pop%20Team%20Folder/Stories%20and%20Strategies/Stories%20and%20Strategies/Clients/Forthlane%20Features%20Forthlane%20Partners/Forthlane%20Features/forthlane.com] | LinkedIn [https://www.linkedin.com/in/andrewsarna/] Off the Charts Newsletter [https://offthecharts.substack.com/]  CONNECT WITH VANESSA HUI Website [https://forthlane.com/] | LinkedIn [https://www.linkedin.com/in/vanessa-hui-0aa2262a/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=ca]    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.

K-Shaped Economy | Canada's Recession | SpaceX IPO

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 IPO, which could become the biggest capital raise in history while testing just how far retail speculation, index demand, and Elon Musk’s story-stock power can go.   WHAT TO LISTEN FOR 00:03 What are the three biggest market stories this week? 01:56 Why are lower-income households struggling while markets hit records? 04:02 Is Canada officially in a technical recession? 08:36 Could the SpaceX IPO become the biggest IPO in history? 10:59 Why could index-rule changes force huge SpaceX buying?    CONNECT WITH ANDREW SARNA Website [file:///C:/Users/dougd/StoriesAndStrategies%20Dropbox/Podcasts%20that%20Pop%20Team%20Folder/Stories%20and%20Strategies/Stories%20and%20Strategies/Clients/Forthlane%20Features%20Forthlane%20Partners/Forthlane%20Features/forthlane.com] | LinkedIn [https://www.linkedin.com/in/andrewsarna/] Off the Charts Newsletter [https://offthecharts.substack.com/]    CONNECT WITH VANESSA HUI Website [https://forthlane.com/] | LinkedIn [https://www.linkedin.com/in/vanessa-hui-0aa2262a/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=ca]    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.

Oil Shock Returns | Inflation Reignites | US-China Divide

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 week's headlines   CONNECT WITH ANDREW SARNA Website [file:///C:/Users/dougd/StoriesAndStrategies%20Dropbox/Podcasts%20that%20Pop%20Team%20Folder/Stories%20and%20Strategies/Stories%20and%20Strategies/Clients/Forthlane%20Features%20Forthlane%20Partners/Forthlane%20Features/forthlane.com] | LinkedIn [https://www.linkedin.com/in/andrewsarna/] Off the Charts Newsletter [https://offthecharts.substack.com/]  CONNECT WITH VANESSA HUI Website [https://forthlane.com/] | LinkedIn [https://www.linkedin.com/in/vanessa-hui-0aa2262a/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=ca]    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.