Andrew Sarna and  Vanessa Hui unpack three themes shaping markets and portfolio construction: the recent market rally; a shift in sentiment around the Mag 7; and a bottoms-up approach to finding compelling opportunities.   WHAT TO LISTEN FOR:48 What’s behind one of the  strongest 10-day rallies in history?6:37 What is driving the shift in AI sentiment and what does it mean for the Mag 7?11:22 Where s are there still compelling opportunities in today&apos;s uncertain environment? 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 unpack three themes shaping markets and portfolio construction: the recent market rally; a shift in sentiment around the Mag 7; and a bottoms-up approach to finding compelling opportunities.  &lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;&lt;b&gt;WHAT TO LISTEN FOR&lt;/b&gt;&lt;/p&gt;&lt;p&gt;:48 What’s behind one of the  strongest 10-day rallies in history?&lt;/p&gt;&lt;p&gt;6:37 What is driving the shift in AI sentiment and what does it mean for the Mag 7?&lt;/p&gt;&lt;p&gt;11:22 Where s are there still compelling opportunities in today&amp;apos;s uncertain environment?&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;b&gt; &lt;/b&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 unpack three themes shaping markets and portfolio construction: the recent market rally; a shift in sentiment around the Mag 7; and a bottoms-up approach to finding compelling opportunities.     WHAT TO LISTEN FOR :48 What’s behind one of the  strongest 10-day rallies in history? 6:37 What is driving the shift in AI sentiment and what does it mean for the Mag 7? 11:22 Where s are there still compelling opportunities in today's uncertain environment...

Forthlane Off the Charts | with Andrew Sarna

Priced for Peace | AI Inflects | Hidden Credit Opportunities

Priced for Peace | AI Inflects | Hidden Credit Opportunities

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