What Changed Today?

By Annapurna Funds

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Category: Investing

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Episodes: 55

Description

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

Episode Date
Change in Character
May 28, 2026
Taiwan Spotlight
May 18, 2026
Powell's Swan Song
May 01, 2026
Earnings Impact
Apr 21, 2026
Commodity Dichotomy
Apr 09, 2026
Understanding Volatility
Apr 03, 2026
Retail Signals
Mar 26, 2026
Molecular Contagion
Mar 20, 2026
Some Things Aren't Reversable
Mar 11, 2026
Global Energy in Focus
Mar 04, 2026
Supreme Court Liberation
Feb 20, 2026
APAC Strength
Feb 11, 2026
"Warsh"ing Machine
Feb 04, 2026
Dollar Volatility
Jan 29, 2026
No TACO in sight.
Jan 20, 2026
The Rotation Trend
Jan 15, 2026
Flooded With Headlines
Jan 13, 2026
PE Systemic Risk
Jan 08, 2026
New Year, Same Story
Jan 06, 2026
"Not Guaranteed"
Dec 09, 2025
Range of Reasonable Outcomes
Dec 03, 2025
Risk Off Into NVDA
Nov 18, 2025
AI Down Under
Nov 13, 2025
Energy Moves
Nov 11, 2025
Does Crypto Matter?
Nov 04, 2025
FOMC Trick or Treat?
Oct 30, 2025
Data Overload
Oct 28, 2025
Not So Safe Haven
Oct 21, 2025
Rates Move Lower
Oct 16, 2025
The Year of Rates
Oct 14, 2025
Amarillo Data Centers
Oct 07, 2025
Asia Holidays
Oct 02, 2025
We Are In a Bubble
Sep 30, 2025
Trading Journal
Sep 23, 2025
The Fed's 3rd Mandate
Sep 16, 2025
Korea ATH
Sep 11, 2025
Asia Outperformance
Sep 09, 2025
Soft Landing?
Sep 04, 2025
Post Holiday Positioning
Sep 02, 2025
Mental Capital
Aug 29, 2025
Monetary Policy Has Changed
Aug 26, 2025
Leading Economic Indicators
Aug 15, 2025
EBITDA-T
Aug 12, 2025
New High in Japan
Aug 08, 2025
Bonds Back to Being Bonds
Aug 05, 2025
Trading Blind
Jul 31, 2025
Super Bowl of Data
Jul 29, 2025
Mania as an Indicator
Jul 25, 2025
Uncertainty In Japan
Jul 22, 2025
Late Cycle Metals Rally?
Jul 17, 2025
Bond Volatility
Jul 15, 2025
Q2 Earning Expectations
Jul 10, 2025
Historic Day for Copper
Jul 09, 2025
Summer Markets Float Higher
Jun 26, 2025
Two Traders Walk Into Iran
Jun 22, 2025