ALL IN: China's Stimulus Tsunami
Market Recap:
00:00 Intro
0:40 Red Eyes
3:40 All In! Chinese Stocks
21:25 Thematic Investing Phase
30:30 Market Performance: Why Utilities Are Hot
33:33 Heat Map: XOM Defies The Odds
37:35 Commodities: Reinflation
38:45 Options: Long China Short Mexico?
47:20 Charts: Hesitation
1:02:53 Outlook
Outro Music: Walking Song from Levittown - Grevens Tid
