About this podcast
Join the founders of Annapurna Funds, a Global Macro Hedge Fund, as they discuss financial markets.
Episodes
The newest 20 of 66 episodes
- Market Structure w/ Mike Green · 30 minWe 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.
- Changing Sentiment · 37 minSentiment has changed across asset classes from tech to precious metals. How long will these shifts last?
- Bank AI Exposure · 24 minA pre FOMC conversation on how the tech sell off could affect other assets.
- Korea Joins the US Markets. · 32 minMarshall took his med's and is back to discuss new FED policy and ever changing tech/energy landscape.
- Q2 Recap · 41 minOn the last day of Q2, we discuss the trends that have been disrupted and those that might continue into Q3.
- IPO Preview With Brad Olesen of Benzinga · 53 minWill net equity supply slow down the market or is this an oportunity to add risk?
- Powell's Swan Song · 33 minWill 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…
- Earnings Impact · 30 minWith the majority of S&P earnings being reported next week, Will and Marshall debate the potential impacts of the Iran conflict on US companies.
- Commodity Dichotomy · 33 minWill and Marshall discuss what two contradictory signals might be telling us about market conditions, and how the "year of commodities" has looked so far.
- Some Things Aren't Reversable · 48 minAs the conflict in the Middle East continues, our thoughts are with all service members and civilians affected by the war.
