What Changed Today?

By Annapurna FundsBusiness Investing

What Changed Today? episodes

February 20 Supreme Court Liberation
The supreme courts tariff rulling and global market trends are discussed.
46 min
February 11 APAC Strength
Japan and Australia continue to outperform.
27 min
February 04 "Warsh"ing Machine
Will and Marshall discuss how much recent volatility is due to headlines vs liquidity.
30 min
January 29 Dollar Volatility
What a secular trend in dollar weakness means for the commodity boom.
47 min
January 20 No TACO in sight.
Will and Marshall review the recent market volatility induced by escalations in the U.S. Administrations stance on Greenland.
35 min
January 15 The Rotation Trend
Domestic and global rotation continues.
19 min
January 13 Flooded With Headlines
Price action stalls as headlines continue to uncertainty.
24 min
January 08 PE Systemic Risk
Is there a bubble in private markets?
30 min
January 06 New Year, Same Story
For the first episode of 2026, the team breaks down what has changed this year.

Anti Circumvention Laws: https://www.wired.com/story/us-trade-dominance-will-begin-to-crack/

David Frum Commentary: https://open.spotify.com/episode/5yrhTs7lKBWQOU5B7ABDXD?si=Fkn4bhzYSU-ffW_LpgMaFw
35 min
December 09, 2025 "Not Guaranteed"
The guys discuss the impacts of a pause during tomorrows FOMC given Powells "December Rate cut is not guernteed" comments a month ago.
24 min

From the publisher's feed

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