Ally Selby: Hey, how are you doing? Welcome to Livewire’s Buy Hold Sell. I’m Ally Selby, and today we’re taking a deep dive into the energy sector. It’s one of the only sectors that has managed to keep afloat this year.

And to do that, we’re joined by Simon Shields from Monash Investors and Todd Warren from Tribeca. First up, it seems like the penny has finally dropped for equity markets, particularly after the Fed’s latest hike. Simon, can you make sense of this market madness for us?