Annapurna Funds

What Changed Today?

Business EN ↓ 65 episodi

Join the founders of Annapurna Funds, a Global Macro Hedge Fund, as they discuss financial markets.

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Autore

Annapurna Funds

Categoria

Business

Sito del podcast

podcasters.spotify.com

Ultimo episodio

16 ott 2026

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Episodi

Monetary Policy Has Changed 26.08.2025

What else is there to discuss than the largest change to US monetary policy since the dual mandate of the fed was established in 1977.

Leading Economic Indicators 15.08.2025

The team breaks down this weeks inflation data and the price action going into the Trump & Putin Alaska meeting.

EBITDA-T 12.08.2025

Euphoria in the equity markets.

New High in Japan 08.08.2025

The hosts break down recent price action in demand and how earnings are shaping up in the US and Europe.

Bonds Back to Being Bonds 05.08.2025

The Annapurna team breaks down Fridays Non Farm Payroll event, recent economic data, healthy signs in the treasury market, and why metals are a "no touch" right here.

Trading Blind 31.07.2025

The Annapurna team unpacks the -20% decline in Copper, outside reversal in the Nasdaq, FOMC event, and reasons to look at the CPI computation methods.

Super Bowl of Data 29.07.2025

The Annapurna team breaks down the largest data release of the year and the one event not on anybodies calandar that could move the market for the rest of the year.

Mania as an Indicator 25.07.2025

THe Annapurna team breaks down recent tariff negotians in the APAC region, the first glimpse of Q2 25' mega cap tech earnings, and what signs of meme stock mania means for the markets.

Uncertainty In Japan 22.07.2025

Japans election results in more questions than answers.

Late Cycle Metals Rally? 17.07.2025

The Annapurna team breaks down todays import/export numbers, the year to date rally in metals, and APAC economic headlines.

Bond Volatility 15.07.2025

The Annapurna Team discusses todays CPI reading, what inflation really means, the upcoming Japanese election and why this could all cause bond volaitlity to increase.

Q2 Earning Expectations 10.07.2025

Annapurna breaks down delta earnings, another S&P high, and what to expect from the rest of earnings season.

Historic Day for Copper 09.07.2025

The US Administration apllied 50% tariffs to copper imports, what else is there to talk about?

Summer Markets Float Higher 26.06.2025

With nothing changing today why did the S&P make an intra day all time high?

Two Traders Walk Into Iran 22.06.2025

One hour before the markets open on Sunday, Marshall and Will break down their key watchpoints across energy, currency, and equity markets in the wake of the U.S. entering the Iran-Israel conflict over the weekend.

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