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What Changed Today?

Annapurna Funds

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

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Episodes

66 episodes

  1. Midterm Postgame 24:19
  2. Midterm Preview 25:04
  3. What Q4 Means for 2027 49:37
  4. Market Structure w/ Mike Green 30:04
  5. Changing Sentiment 36:32
  6. Post FOMC 30:09
  7. Bank AI Exposure 24:11
  8. Korea Joins the US Markets. 32:07
  9. Q2 Recap 40:36
  10. Friday Memory Rout 18:35
  11. IPO Preview With Brad Olesen of Benzinga 53:07
  12. Change in Character 41:32
  13. Taiwan Spotlight 30:15
  14. Powell's Swan Song 32:50
  15. Earnings Impact 30:23
  16. Commodity Dichotomy 33:29
  17. Understanding Volatility 30:51
  18. Retail Signals 37:41
  19. Molecular Contagion 47:52
  20. Some Things Aren't Reversable 48:26
  21. Global Energy in Focus 37:27
  22. Supreme Court Liberation 45:56
  23. APAC Strength 26:36
  24. "Warsh"ing Machine 29:58
  25. Dollar Volatility 46:40
  26. No TACO in sight. 34:34
  27. The Rotation Trend 18:34
  28. Flooded With Headlines 23:06
  29. PE Systemic Risk 29:25
  30. New Year, Same Story 34:49
  31. "Not Guaranteed" 23:29
  32. Range of Reasonable Outcomes 19:50
  33. Risk Off Into NVDA 17:26
  34. AI Down Under 17:36
  35. Energy Moves 17:58
  36. Does Crypto Matter? 25:01
  37. FOMC Trick or Treat? 16:44
  38. Data Overload 24:24
  39. Not So Safe Haven 29:18
  40. Rates Move Lower 8:55
  41. The Year of Rates 27:49
  42. Amarillo Data Centers 24:27
  43. Asia Holidays 21:43
  44. We Are In a Bubble 22:03
  45. Trading Journal 23:35
  46. The Fed's 3rd Mandate 17:51
  47. Korea ATH 21:45
  48. Asia Outperformance 15:29
  49. Soft Landing? 20:03
  50. Post Holiday Positioning 19:04