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PODCAST · business

What Changed Today?

by Annapurna Funds

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

Publisher-supplied feed metadata · PodParley refreshed Oct 17, 2026 · Source feed

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Episodes

  1. Midterm Preview

    How recent polls are being priced into the market.

  2. What Q4 Means for 2027

    Todays price action is tomorrows positioning.

  3. 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.

  4. Changing Sentiment

    Sentiment has changed across asset classes from tech to precious metals. How long will these shifts last?

  5. Post FOMC

    With a rate pause confirmed, Marshall and Will break down the market response.

  6. Bank AI Exposure

    A pre FOMC conversation on how the tech sell off could affect other assets.

  7. Korea Joins the US Markets.

    Marshall took his med's and is back to discuss new FED policy and ever changing tech/energy landscape.

  8. Q2 Recap

    On the last day of Q2, we discuss the trends that have been disrupted and those that might continue into Q3.

  9. Friday Memory Rout

    The worst day in tech in 14 months.

  10. IPO Preview With Brad Olesen of Benzinga

    Will net equity supply slow down the market or is this an oportunity to add risk?

  11. Change in Character

    Buy high and sell higher or dont buy at all.

  12. Taiwan Spotlight

    The Trump - Xi meeting and what it means for global rates.

  13. 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?

  14. 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.

  15. 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.

  16. Understanding Volatility

    What does volatility actually mean?

  17. Retail Signals

    we discuss what a continued conflict means for global markets.

  18. Molecular Contagion

    We discuss the downstream impacts of recent events.

  19. 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.

  20. Global Energy in Focus

    Marshall and Will discuss the Iran conflict and it's effect on global assets.

  21. Supreme Court Liberation

    The supreme courts tariff rulling and global market trends are discussed.

  22. APAC Strength

    Japan and Australia continue to outperform.

  23. "Warsh"ing Machine

    Will and Marshall discuss how much recent volatility is due to headlines vs liquidity.

  24. Dollar Volatility

    What a secular trend in dollar weakness means for the commodity boom.

  25. No TACO in sight.

    Will and Marshall review the recent market volatility induced by escalations in the U.S. Administrations stance on Greenland.

  26. The Rotation Trend

    Domestic and global rotation continues.

  27. Flooded With Headlines

    Price action stalls as headlines continue to uncertainty.

  28. PE Systemic Risk

    Is there a bubble in private markets?

  29. 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

  30. "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.

  31. Range of Reasonable Outcomes

    A brief look back at 2025 and what could be in store during the last month of the year.

  32. Risk Off Into NVDA

    Marshall is on cold medicine.

  33. AI Down Under

    How to use Australia as a leading indicator for the global economy.

  34. Energy Moves

    As the government shutdown ends a polar vortex begins.

  35. Does Crypto Matter?

    Is Ethereum's negative year to date performance giving a signal?

  36. FOMC Trick or Treat?

    Will and Marshall discuss the Trump-Xi meeting, FOMC results, and Mega-Cap tech earnings.

  37. Data Overload

    Super Bowl of economic data.

  38. Not So Safe Haven

    A discussion about what gold really is, and the market mechancis around current credit contagen fears.

  39. Rates Move Lower

    What do lower treasury yeilds tell us?

  40. The Year of Rates

    Todays price action is next years positioning.

  41. Amarillo Data Centers

    Firmi S-1: https://www.sec.gov/Archives/edgar/data/2071778/000121390025085175/ea0252333-01.htm

  42. Asia Holidays

    The group discusses incredible price action going into the Asian autumn holiday week.

  43. We Are In a Bubble

    The bubble debate is over, so how do you trade it?

  44. Trading Journal

    Marshall and Will discuss lessons they found helpful in improving their trading.

  45. The Fed's 3rd Mandate

    FOMC preview including a qoute from the newest board member.

  46. Korea ATH

    Asian market outperform in global equity rally.

  47. Asia Outperformance

    Japan And South Korea look to set new highs.

  48. Soft Landing?

    Did the markets ever get an answer to the soft vs hard landing debate that dominated headlines in 2024?

  49. Post Holiday Positioning

    Will and Marshall break down seasonality and the potential impacts on equity and commodity markets.

  50. Mental Capital

    Why it is important to think about what changed today.

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ABOUT THIS SHOW

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

HOSTED BY

Annapurna Funds

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does What Changed Today? have?

What Changed Today? currently has 65 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is What Changed Today? about?

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

How often does What Changed Today? release new episodes?

What Changed Today? has 65 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to What Changed Today??

You can listen to What Changed Today? on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts What Changed Today??

What Changed Today? is created and hosted by Annapurna Funds.
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