What Changed Today?

By Annapurna FundsBusiness Investing

What Changed Today? episodes

May 28 Change in Character
Buy high and sell higher or dont buy at all.
42 min
May 18 Taiwan Spotlight
The Trump - Xi meeting and what it means for global rates.
31 min
May 01 Powell's Swan Song
Will and Marshall comment on Powell's legacy as he gives his last speach as Fed chair. We also debate whether the tech trade back on because of recent earnings or a way to hide from energy?
33 min
April 21 Earnings Impact
With the majority of S&P earnings being reported next week, Will and Marshall debate the potential impacts of the Iran conflict on US companies.
31 min
April 09 Commodity Dichotomy
Will and Marshall discuss what two contradictory signals might be telling us about market conditions, and how the "year of commodities" has looked so far.
34 min
April 03 Understanding Volatility
What does volatility actually mean?
31 min
March 26 Retail Signals
we discuss what a continued conflict means for global markets.
38 min
March 20 Molecular Contagion
We discuss the downstream impacts of recent events.
48 min
March 11 Some Things Aren't Reversable
As the conflict in the Middle East continues, our thoughts are with all service members and civilians affected by the war.

49 min
March 04 Global Energy in Focus
Marshall and Will discuss the Iran conflict and it's effect on global assets.
38 min

From the publisher's feed

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