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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 (-1,03%)
$MAERSK A (+0,9%)
$SHEL (-0,81%)
$XOM (-0,29%)
$CVX (+0,34%)
$BP. (-2,49%)
$OXY (-1,26%)
$ADS (-1,79%)
$NKE (+0,74%)
$PUM (+0,11%)
$UAA (+3,46%)
$LULU (+0,17%)
$WTI
$1BRN
$SPOT (+1,36%)
$AAPL (-0,52%)
$GOOG (-1,37%)
$GOOGL (-1,44%)
$BABA (-7,99%)
$700 (-2,52%)
$BYD (-0,36%)
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