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

Category

Business

Podcast website

podcasters.spotify.com

Latest episode

Jul 9, 2026

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Episodes

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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