What Changed Today?

By Annapurna FundsBusiness Investing

What Changed Today? episodes

October 16 Midterm Preview
How recent polls are being priced into the market.
26 min
September 28 What Q4 Means for 2027
Todays price action is tomorrows positioning.
50 min
September 02 Market Structure w/ Mike Green
We welcome renowned market structure researcher, macro PM and Tier1 Alpha founder Mike Green to share his research and view on passive investment impacts on market structure.
31 min
August 10 Changing Sentiment
Sentiment has changed across asset classes from tech to precious metals. How long will these shifts last?
37 min
July 29 Post FOMC
With a rate pause confirmed, Marshall and Will break down the market response.
31 min
July 29 Bank AI Exposure
A pre FOMC conversation on how the tech sell off could affect other assets.
25 min
July 09 Korea Joins the US Markets.
Marshall took his med's and is back to discuss new FED policy and ever changing tech/energy landscape.
33 min
June 30 Q2 Recap
On the last day of Q2, we discuss the trends that have been disrupted and those that might continue into Q3.
41 min
June 05 Friday Memory Rout
The worst day in tech in 14 months.
19 min
June 04 IPO Preview With Brad Olesen of Benzinga
Will net equity supply slow down the market or is this an oportunity to add risk?
54 min

From the publisher's feed

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