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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 (-1,42 %)
$MAERSK A (+2,85 %)
$SHEL (+1,16 %)
$XOM (+1,38 %)
$CVX (+0,28 %)
$BP. (+2,15 %)
$OXY (+0,46 %)
$ADS (-2,04 %)
$NKE (-1,04 %)
$PUM (+0,32 %)
$UAA (+6,56 %)
$LULU (+0,94 %)
$WTI
$1BRN
$SPOT (+4,24 %)
$AAPL (-0,21 %)
$GOOG (-0,9 %)
$GOOGL (-1,04 %)
$BABA (-1,34 %)
$700 (-1,5 %)
$BYD (+0,37 %)
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