THE STAGFLATION PORTFOLIO

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Market Recap:

0:00 Intro

2:00 What Happened On Friday?

6:35 The Stagflation Portfolio

24:00 Market Performance: Stock Picking vs. ETF's

26:25 Heat Map Analysis: Recession Theme

34:27 Commodities: The New 3 Amigos

38:23 Options: +$21m Against The IWM

44:00 Charts: TSLA Is About To Flush

59:15 Outlook

Outro Music:

Run Through The Jungle - Creedence Clearwater Revival