the overall markets let's take it to our floor show traders and recession-proof stocks joined by scott bauerchicago and john gagliardi. john let me hold off on you because i know what your headline is and i want to get to scott first. scott, do you agree with morgan that those are the stocks that are recession proof? do you have any to add to that? >> so i agree with a few of them, liz. i think coca cola is definitely one you want to look at. 3% dividend, it's as steady as they come. that was definitely one that i agree with, but if you go to the healthcare or pharma space, rather than eli lilly, i really like johnson & johnson. it is just a fantastic stock, even with lower guidance, there's still going to be 10% year-over-year. they are as steady as they get. now, in the energy space, energy is typically a spot you want to belong in a recession. marathon, maybe. that's their pick. rather than marathon, i actually like devon energy, dvn. now, even with this pullback we've seen over over the last couple weeks and it's still up 30% for the year, its been a pretty massive pullback, but the reas

story now as the commodity complex taking over tech territory for the long-haul, let's bring in scott bauer, sarge guilfoyle. let's take the shot live brand new trading floor there, scott, and boy, energy is certainly a big topic it looks obvious but already up and seen an epic run- up. where are you on ending of the tech super cycle and where are we in the energy play? >> so liz, yeah, it is a great floor here, but you know, you look at tech you look at energy. i've got to put on two different hats. i have to put on my trader hat. i have to put on my longer term investing hat. my trader hat tells me that the energy space definitely has more room to run. i'm not so sure it's a super- cycle in terms of years, but for the next quarter, two- quarters, you've gotta be in the energy space and there's three names i love specific that i believe you have to buy in any pullback. devon energy, cf industries, occidental petroleum. i think those spaces if you look at the technicals and look just the general trend, those are great buys on any pullback. now, my longer term investing hat tells me that the