Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15 
 Introduction 
 00:00 • 3min 
 The S&P 500's Sell Off Is Not Expected 
 03:12 • 3min 
 The VIX Is Not Telling Us Anything Whatsoever 
 06:08 • 2min 
 The Fed's Overlooked Inflation 
 07:45 • 2min 
 The Impact of the July NDX Rebalance on the SPX 
 09:20 • 2min 
 The Bearish to Bullish Reversal in Stocks 
 11:25 • 2min 
 The CME FedWatch Tool: A Look at 10 Year Yields 
 13:52 • 2min 
 The Downtrend Line and Rates Are Dipping Here 
 15:30 • 2min 
 The Inversion to Choose Versus Tens 
 17:07 • 3min 
 The Dollar's Trend to the Downside Continues 
 19:55 • 3min 
 The Upside of the Dollar Weakness in the Energy Complex 
 22:52 • 2min 
 Energy Equities and the Commodities: How to Dip Your Toe Into the Market 
 25:09 • 4min 
 The Uptrend Line and the XLE Short 
 28:45 • 2min 
 How to Play Energy ETFs in a Recession 
 30:29 • 2min 
 The Importance of Investing in Energy 
 32:34 • 2min 


