What Changed Today?

By Annapurna FundsBusiness Investing

What Changed Today? episodes

December 03, 2025 Range of Reasonable Outcomes
A brief look back at 2025 and what could be in store during the last month of the year.
20 min
November 18, 2025 Risk Off Into NVDA
Marshall is on cold medicine.
18 min
November 13, 2025 AI Down Under
How to use Australia as a leading indicator for the global economy.
18 min
November 11, 2025 Energy Moves
As the government shutdown ends a polar vortex begins.
18 min
November 04, 2025 Does Crypto Matter?
Is Ethereum's negative year to date performance giving a signal?
26 min
October 30, 2025 FOMC Trick or Treat?
Will and Marshall discuss the Trump-Xi meeting, FOMC results, and Mega-Cap tech earnings.
17 min
October 28, 2025 Data Overload
Super Bowl of economic data.
25 min
October 21, 2025 Not So Safe Haven
A discussion about what gold really is, and the market mechancis around current credit contagen fears.
30 min
October 16, 2025 Rates Move Lower
What do lower treasury yeilds tell us?
9 min
October 14, 2025 The Year of Rates
Todays price action is next years positioning.
28 min

From the publisher's feed

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