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00:00:00 Market environment
00:21:40 Nike, Adidas, Puma, On Holdings, Lululemon, Under Armor
00:35:50 Finding the bottom: Vix, Oil Price, Baltic Dry Index, Gold, Bonds / Bonds, CME FED Watchtool, St. Louis FRED Overnight Reverse Repurchase Agreements, COT
01:18:30 Chevron, Exxon, Occidental Petroleum, BP, Shell
Oil & Gas Exploration & Production A1JKQL
WisdomTree WTI Crude Oil A0KRKU
iShares MSCI World Energy Sector A2PHCF
01:29:35 China shares
01:44:25 Container ship shares
Spotify
https://open.spotify.com/episode/28RlbWBRC6xGUJ8AkHVcFU?si=w1t0GJtDTWOwNuUADqWoPQ
YouTube
Apple Podcast
$ZIM (-3,51 %)
$MAERSK A (-2,32 %)
$SHEL (-1,28 %)
$XOM (-1,72 %)
$CVX (-1,23 %)
$BP. (-1,49 %)
$OXY (-1,71 %)
$ADS (-0,49 %)
$NKE (-1,87 %)
$PUM (+1,43 %)
$UAA (-1,02 %)
$LULU (+0,32 %)
$WTI
$1BRN
$SPOT (-1,52 %)
$AAPL (+1,41 %)
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$GOOGL (-1,18 %)
$BABA (-0,93 %)
$700 (-1,94 %)
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