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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 (-3,46%)
$MAERSK A (-2,51%)
$SHEL (-1,21%)
$XOM (-1,57%)
$CVX (-0,94%)
$BP. (-1,38%)
$OXY (-1,68%)
$ADS (-0,51%)
$NKE (-1,58%)
$PUM (+2%)
$UAA (-0,58%)
$LULU (+0,17%)
$WTI
$1BRN
$SPOT (-1,24%)
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$BABA (-1,54%)
$700 (-1,9%)
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