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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 (-4,42 %)
$MAERSK A (-2,39 %)
$SHEL (-3,05 %)
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$CVX (-2,7 %)
$BP. (-2,96 %)
$OXY (-6,15 %)
$ADS (-2,82 %)
$NKE (-4,98 %)
$PUM (-4,9 %)
$UAA (-1,68 %)
$LULU (-4,88 %)
$WTI
$1BRN
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$700 (-6,61 %)
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