Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

we're talking financials. Today we're talking consumer goods.

Wild-Curt! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in.

Getting crazy. Hey, doing really good. It's good to be done that's bit been a while, Matt, haven't been on an actual voice-to-voiced

chat with you in quite some time. I'm excited.

Yeah, it's probably since like October of 2018 right before the oil market crashed.

Hey, let's kill the oil market again.

Yeah.

Yeah, so the last time we did one of these, the roundtable shows was,

as you mentioned, so I think it was last September or October of last year.

We had the Writers Conference here at full HQ.

As Jason called out, we basically kind of hit the top of the oil market and folks, you know, that really fell from there.

Today, you know, I just want to talk off off the top of the show, just kind of the state of the energy industry.

So you look back over the past decade.

It's been kind of a wild ride for the energy markets.

If you look at the S&P 500 Energy ETF,

it's up 9% over the last decade, you're up 75, 80% as the beginning of

the shale explosion took place and but you know valuations have really come

down significantly and just a couple weeks ago

there was a there was a report from Bank of America Merrill Lynch out saying that Apple is now bigger than the entire

S&P 500 energy section energy sub-sector.

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