Andy Cross

They're saying, hey, great.

Investors are, I think, thinking, hey, it was a great run, but now these dollars are getting so high.

I made a lot of money in these stocks and I want to pivot and look at other parts of the market.

I think the market would react positively to that.

I think that's right, Travis.

I mean, these are some of the greatest companies ever created in the world.

So I think their chances of them making and doing well with these kinds of investments is spot on.

It's just that right now the market is just not rewarding that.

That is... Is it 2001?

2008.

2008.

Fascinating.

I mean, relatable, right, Andy?

Well, you know, I'm just, yeah, it's just like they're just thinking about those oil barons.

Yeah.

You know, just like the wildcatters, they live and breathe and they go through these cycles.

And it's just T. Boone Pickens, I had a fascinating chance to interview him or talk to him.

And just even at the elevated age that he was when we spoke to him, he was just so sharp when it comes to energy and his fields.

But I think he had gone bankrupt something like three times before and just made it all back.

I'm guessing 2008, 2007, 2007.