Mehrotra: We’ve been in an industrial recession since the COVID hangover

All right, let's just start off. Why are industrials the best performing sector in in your mind. What's been the catalyst. What's been the tailwind.And do you see that tailwind continuing in the second half of the year. Well, keep in mind that, you know, for the last two to three years, we've been in an industrial recession really on the back of the COVID uh hangover, if I can put it that way. And so, inventory in the channel has been depleted and really um there's a lot of pent-up demand in the system.So y ...