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
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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.
