Inflation Risks Return | Earnings Explode | AI Boom

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.

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 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.

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?   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.