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

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Anthony Berg, Senior Investment Analyst

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What’s driving gold to historic highs?

Vanessa Hui chats with Peter Grosskopf, a global leader in gold and precious metals, to uncover the key factors behind the recent surge in gold prices.

With gold surpassing $3,000 per ounce and a 40% rise over the past year, Grosskopf explains how the changing macroeconomic landscape, central bank policies, and growing government debts are pushing gold to the forefront of investors’ portfolios.

He also shares insights into how investors can safely gain exposure to gold and real assets, why gold remains a reliable hedge, and the long-term outlook for this precious metal.

WHAT TO LISTEN FOR

03:13 – What’s Driving Gold’s Strong Performance?

10:12 – Is It Too Late to Invest in Gold?

19:00 – The Vision for Forthlane’s Real Assets Fund

22:55 – Personal Diversification Beyond Gold

GUEST: Peter Grosskopf

Peter Grosskopf is the former CEO (2010-2022) of Sprott Inc., a global asset manager focused on precious metals which he helped grow from $5B to over $20B in assets. Peter is a director at Agnico Eagle Mines and the World Gold Council and co-founded Newcrest Capital, a boutique investment bank and institutional equities firm which was acquired by TD Bank in 2000 for $224M. Peter is currently the founder of Argo, an investment platform that combines the security of physical gold with the convenience of digital ownership, and is also a strategic shareholder of Forthlane Partners.

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Welcome to Forthlane Features – a podcast for those seeking insights into sophisticated global investment strategies. At Forthlane Partners, we curate global, diversified portfolios designed to help ultra-high net worth clients in Canada navigate the complexities of a global economy.

From wealth preservation to wealth accumulation, Forthlane Features gives you an inside look at the global experts and institutions shaping the future of wealth and asset management. If you're looking to learn more about the strategies behind building resilient portfolios — even in challenging markets —this podcast is for you.

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