Annapurna Funds
What Changed Today?
Join the founders of Annapurna Funds, a Global Macro Hedge Fund, as they discuss financial markets.
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Forfatter
Annapurna Funds
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Podkastens nettsted
Siste episode
16. okt 2026
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Episoder
The Rotation Trend 15.01.2026 18:34
Domestic and global rotation continues.
Flooded With Headlines 13.01.2026 23:06
Price action stalls as headlines continue to uncertainty.
PE Systemic Risk 08.01.2026 29:25
Is there a bubble in private markets?
New Year, Same Story 06.01.2026 34:49
For the first episode of 2026, the team breaks down what has changed this year. Anti Circumvention Laws: https://www.wired.com/story/us-trade-dominance-will-begin-to-crack/ David Frum Commentary: https://open.spotify.com/episode/5yrhTs7lKBWQOU5B7ABDXD?si=Fkn4bhzYSU-ffW_LpgMaFw
"Not Guaranteed" 09.12.2025 23:29
The guys discuss the impacts of a pause during tomorrows FOMC given Powells "December Rate cut is not guernteed" comments a month ago.
Range of Reasonable Outcomes 03.12.2025 19:50
A brief look back at 2025 and what could be in store during the last month of the year.
Risk Off Into NVDA 18.11.2025 17:26
Marshall is on cold medicine.
AI Down Under 13.11.2025 17:36
How to use Australia as a leading indicator for the global economy.
Energy Moves 11.11.2025 17:58
As the government shutdown ends a polar vortex begins.
Does Crypto Matter? 04.11.2025 25:01
Is Ethereum's negative year to date performance giving a signal?
FOMC Trick or Treat? 30.10.2025 16:44
Will and Marshall discuss the Trump-Xi meeting, FOMC results, and Mega-Cap tech earnings.
Data Overload 28.10.2025 24:24
Super Bowl of economic data.
Not So Safe Haven 21.10.2025 29:18
A discussion about what gold really is, and the market mechancis around current credit contagen fears.
Rates Move Lower 16.10.2025 8:55
What do lower treasury yeilds tell us?
The Year of Rates 14.10.2025 27:49
Todays price action is next years positioning.
Amarillo Data Centers 07.10.2025 24:27
Firmi S-1: https://www.sec.gov/Archives/edgar/data/2071778/000121390025085175/ea0252333-01.htm
Asia Holidays 02.10.2025 21:43
The group discusses incredible price action going into the Asian autumn holiday week.
We Are In a Bubble 30.09.2025 22:03
The bubble debate is over, so how do you trade it?
Trading Journal 23.09.2025 23:35
Marshall and Will discuss lessons they found helpful in improving their trading.
The Fed's 3rd Mandate 16.09.2025 17:51
FOMC preview including a qoute from the newest board member.
Korea ATH 11.09.2025 21:45
Asian market outperform in global equity rally.
Asia Outperformance 09.09.2025 15:29
Japan And South Korea look to set new highs.
Soft Landing? 04.09.2025 20:03
Did the markets ever get an answer to the soft vs hard landing debate that dominated headlines in 2024?
Post Holiday Positioning 02.09.2025 19:04
Will and Marshall break down seasonality and the potential impacts on equity and commodity markets.
Mental Capital 29.08.2025 24:05
Why it is important to think about what changed today.
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