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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 (+0,63%)
$MAERSK A (+0,81%)
$SHEL (+0,97%)
$XOM (+0,77%)
$CVX (+1,11%)
$BP. (+1,63%)
$OXY (+1,21%)
$ADS (+0,53%)
$NKE (+1,01%)
$PUM (-0,3%)
$UAA (+2,68%)
$LULU (+1,25%)
$WTI
$1BRN
$SPOT (+1,62%)
$AAPL (+1,06%)
$GOOG (+1,14%)
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$BABA (+4,26%)
$700 (+2,61%)
$BYD (+0%)
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