It's Monday, April 14th.

Welcome to Market Fuller.

I'm Chris Hill joining me in studio today from Fool.com, David Hanson.

Thanks for being here.

Yo.

It's not actually April 14th, though, is it? No. No, no. We're taping this ahead of time because this week I'm going to be gone on spring break. You're going to be gone. I'm excited about where I'm going to Arizona. Where are you going to Mexico? You're going to Mexico. We talk

Don't even wrong. I'm excited about Arizona is not bad. Arizona. Arizona, I'm very I'm very much looking at the southwest part of the US, gorgeous part of the country.

But we are pre-taping market for this week.

It's industry week, long time listeners may remember.

We do this from time to time when, frankly, when I'm not going to be around.

So it's industry week and with David Hanson in the room that means we're talking about banking and

financial services.

We just lost half the audience.

We just like, you know, if I wanted that I'd listen to where the money is.

But let me start with this because I think the last time we did industry week, you know several months back I mentioned this

Ron Gross said one time that that he thought that energy was an industry that every investor with a balanced portfolio, a diversified portfolio should have energy in it and I'll be talking with Taylor

Markerman about energy.

But first and foremost, do you feel that way about banking and financial services?

Do you think for the average investor, someone who's got a diversified portfolio, is this a must? I don't think it is and anyone who listens to where the money is knows I'm a pretty big

Homer when it comes to banks but unlike energy that does kind of cater to a specific

segment of the economy banking kind of

has its hands over everything so it's not as specialized as something like energy

...