Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 4min
The El Nino Hurricane Season in China and Southeast Asia
03:54 • 3min
The Chinese HVAC Market and the Cold Trade
06:41 • 4min
Crocs: A Hot Weather Stock
10:51 • 2min
Generac: A Good Trade?
12:43 • 4min
The Importance of Central Air Conditioning in China
16:24 • 3min
Home Depot and Hurricane Season
19:18 • 3min
How to Trade Beacon Roofing
22:15 • 2min
The Heat Wave in China Is Coming
24:07 • 2min
How to Invest in a Carrier Trade
26:09 • 2min