What Changed Today?

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?

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.

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.

What does volatility actually mean?

we discuss what a continued conflict means for global markets.

We discuss the downstream impacts of recent events.

As the conflict in the Middle East continues, our thoughts are with all service members and civilians affected by the war.

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

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

Japan and Australia continue to outperform.

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

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

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

Domestic and global rotation continues.

Price action stalls as headlines continue to uncertainty.

Is there a bubble in private markets?

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

The guys discuss the impacts of a pause during tomorrows FOMC given Powells "December Rate cut is not guernteed" comments a month ago.

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

Marshall is on cold medicine.

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

As the government shutdown ends a polar vortex begins.

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

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

Super Bowl of economic data.

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

What do lower treasury yeilds tell us?

Todays price action is next years positioning.

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

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

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

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

FOMC preview including a qoute from the newest board member.

Asian market outperform in global equity rally.

Japan And South Korea look to set new highs.

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

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

Why it is important to think about what changed today.

What else is there to discuss than the largest change to US monetary policy since the dual mandate of the fed was established in 1977.

The team breaks down this weeks inflation data and the price action going into the Trump & Putin Alaska meeting.

Euphoria in the equity markets.

The hosts break down recent price action in demand and how earnings are shaping up in the US and Europe.

The Annapurna team breaks down Fridays Non Farm Payroll event, recent economic data, healthy signs in the treasury market, and why metals are a "no touch" right here.

The Annapurna team unpacks the -20% decline in Copper, outside reversal in the Nasdaq, FOMC event, and reasons to look at the CPI computation methods.

The Annapurna team breaks down the largest data release of the year and the one event not on anybodies calandar that could move the market for the rest of the year.

THe Annapurna team breaks down recent tariff negotians in the APAC region, the first glimpse of Q2 25' mega cap tech earnings, and what signs of meme stock mania means for the markets.

Japans election results in more questions than answers.

The Annapurna team breaks down todays import/export numbers, the year to date rally in metals, and APAC economic headlines.

The Annapurna Team discusses todays CPI reading, what inflation really means, the upcoming Japanese election and why this could all cause bond volaitlity to increase.

Annapurna breaks down delta earnings, another S&P high, and what to expect from the rest of earnings season.