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What investors of ours wanted and companies like ours is we want returns.

We don't need growth.

You've proven that you can grow.

Now let's have some profits.

Let's have some returns back to shareholders.

Hello and welcome to the Baron Street wise podcast.

I'm Jack Howe.

The voice you just heard is Rick Monkreif.

He's the CEO of the darling of Wall Street at the moment.

The single best performing stock in the S&P 500 over the past year.

It's up 142%.

And it's called Devon Energy.

It doesn't do cloud computing or robo cars or artificial intelligence.

It drills for oil.

There's been a massive shift in stock market leadership and energy is suddenly out in front.

In a moment we'll hear from Rick and two top Wall Street analysts to try to figure out

whether oil stocks have further to run.

Listening in is our audio producer, Jackson.

...