Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Features: Conversations on Global Wealth and Asset Management
Podcast Description
Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth clients across Canada. The team is dedicated to curating global, diversified portfolios that are actively managed to navigate the global macroeconomic environment and align with the unique goals and circumstances of each client. Forthlane’s investment approach is centered on delivering consistent and compelling returns, with less risk.
Podcast Insights
Content Themes
The podcast focuses on themes such as global investment strategies, wealth preservation, and asset management with episodes featuring discussions on topics like creating resilient portfolios during economic challenges and innovative approaches to client service in wealth management.
Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies.
Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies.
Forthlane Features is brought to you by Forthlane Partners.
Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth clients across Canada. The team is dedicated to curating global, diversified portfolios that are actively managed to navigate the global macroeconomic environment and align with the unique goals and circumstances of each client. Forthlane’s investment approach is centered on delivering consistent and compelling returns, with less risk.
The views and opinions expressed by the guests on Forthlane Features are their own and do not necessarily reflect the views of Forthlane Partners. This podcast is for informational purposes only and does not constitute investment advice.
Vanessa Hui and Anthony Berg sit down with Andrew Sarna, Portfolio Manager at Forthlane (Cayman Islands), to dive into the insights behind his widely read macro note, Off the Charts.
With over 830 issues published and nearly 2,300 subscribers, Andrew has built a loyal audience by offering sharp, independent perspectives on markets, risk, and macro trends.
He shares the origin story of the note, how he curates each edition, and why he believes traditional investment playbooks are challenged.
From equity complacency and geopolitical risks to real assets, crypto, and private equity’s uncertain future, this conversation is a masterclass in macro thinking for a new investing era.
WHAT TO LISTEN FOR
0:39 Birth of Off the Charts
3:02 How Andrew Picks the Day’s Chart
5:46 The Dangerous Complacency in Today’s Market
8:52 Why the Old Playbook No Longer Works
14:33 The “Pre-Earnings Inflection” Strategy
20:42 A Coming Reckoning in Private Equity?
GUEST: Andrew Sarna, Portfolio Manager
Anthony Berg, Senior Investment Analyst
CONNECT WITH VANESSA HUI
Listen to the podcast: Apple/ Spotify/ Online
Not yet a subscriber? Sign up for Off the Charts Here
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.