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.

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Forthlane Off the Charts | with Andrew Sarna

Episodes (2)

Tue Apr 7th Middle East Tensions | Credit Fund Runs | Portfolio Defense
Thu Apr 2nd Forthlane Off the Charts | Trailer

Forthlane Off the Charts | with Andrew Sarna

Apr 7, 2026
13½ minutes
9 MB

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. <...

Forthlane Off the Charts | with Andrew Sarna

Middle East Tensions | Credit Fund Runs | Portfolio Defense

Forthlane Partners, Stories and Strategies

00:00 -12:34