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Market Recap:
0:00 Intro
1:30 Market Commentary
4:08 "Cooked" Jobs Data Review
10:23 Macro: Icy Hot Economy
16:55: Market: The Big Short
25:13 Rotation Trade
26:40 Market Performance
29:00 Commodities + Oil Backwardation pop
32:23 Options
37:15 Heat Map
41:25 Charts
55:22 Outlook& Outro
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