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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 (+5,48%)
$MAERSK A (+3,13%)
$SHEL (-0,25%)
$XOM (-1%)
$CVX (-0,49%)
$BP. (+0,21%)
$OXY (-1,52%)
$ADS (+2,78%)
$NKE (+17,01%)
$PUM (+2,68%)
$UAA (+0,34%)
$LULU (+1,64%)
$WTI
$1BRN
$SPOT (-0,6%)
$AAPL (-0,02%)
$GOOG (+2,14%)
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$BABA (-0,15%)
$700 (-0,42%)
$BYD (-1,13%)
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