Annapurna Funds

What Changed Today?

Business EN ↓ 59 episodes

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

Author

Annapurna Funds

Episodes

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.

Monetary Policy Has Changed 26.08.2025 27:38

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 24:31

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

EBITDA-T 12.08.2025 32:20

Euphoria in the equity markets.

New High in Japan 08.08.2025 19:47

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 43:30

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 33:08

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.