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 FOR0:25 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<a href='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'>Website</a> | <a href='https://www.linkedin.com/in/andrewsarna/'>LinkedIn</a><a href='https://offthecharts.substack.com/'>Off the Charts Newsletter</a> CONNECT WITH VANESSA HUI<a href='https://forthlane.com/'>Website</a> | <a href='https://www.linkedin.com/in/vanessa-hui-0aa2262a/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&amp;originalSubdomain=ca'>LinkedIn</a>  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.

<description>&lt;p&gt;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. &lt;/p&gt;&lt;p&gt;&lt;b&gt;WHAT TO LISTEN FOR&lt;/b&gt;&lt;/p&gt;&lt;p&gt;0:25 Why Did All Major Central Banks Hold Rates Steady?&lt;/p&gt;&lt;p&gt;3:06 How Strong Was Q1 Earnings Season?&lt;/p&gt;&lt;p&gt;4:28 Why Are the Magnificent Seven Driving Market Earnings?&lt;/p&gt;&lt;p&gt;6:55 How Big Is the AI CapEx Cycle?&lt;/p&gt;&lt;p&gt;9:28 What Happens If AI Spending Starts to Miss Expectations?&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;b&gt;CONNECT WITH ANDREW SARNA&lt;/b&gt;&lt;/p&gt;&lt;p&gt;&lt;a href='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'&gt;Website&lt;/a&gt; | &lt;a href='https://www.linkedin.com/in/andrewsarna/'&gt;LinkedIn&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href='https://offthecharts.substack.com/'&gt;Off the Charts Newsletter&lt;/a&gt; &lt;/p&gt;&lt;p&gt;&lt;b&gt;CONNECT WITH VANESSA HUI&lt;/b&gt;&lt;/p&gt;&lt;p&gt;&lt;a href='https://forthlane.com/'&gt;Website&lt;/a&gt; | &lt;a href='https://www.linkedin.com/in/vanessa-hui-0aa2262a/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&amp;amp;originalSubdomain=ca'&gt;LinkedIn&lt;/a&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;em&gt;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.&lt;/em&gt;&lt;/p&gt;</description>

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 We...

Forthlane Off the Charts | with Andrew Sarna

Inflation Risks Return | Earnings Explode | AI Boom

Inflation Risks Return | Earnings Explode | AI Boom

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