Energy: 3% of market vs. 12% historical
Energy currently represents only about 3% of stock market capitalization, well below its historical average of approximately 12%.
Snapshot · Excess Returns
The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees
Explore episode
Jun 20, 2026
Where this was said
War, energy prices and the broadening trade
At 44:18 · chapter starts 44:11
Energy is at 3% of market cap vs. 12% historically. Carlisle sees energy as a contrarian play. The end of the war may re-ignite the small/international/value rotation that paused earlier this year.
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