After underperforming the benchmark for more than a decade, financials are back - buoyed by a sudden switch to cyclical and economically sensitive stocks and an all-encompassing fear of impending inflation. 

Since Pfizer and BioNTech's vaccine announcement in early November last year, Aussie financial stocks have risen nearly 30%, far outpacing the S&P/ASX 200's still impressive 11% return. 

So, what are the biggest growth plays in the sector? Buckle up my friends, because in this episode of Buy Hold Sell, Livewire Markets' James Marlay sits down with local large-cap legends Matthew Haupt from Wilson Asset Management and Scott Olsson from Firetrail Investments to answer this very question. 

Plus, they also share one COVID-bashed stock they believe is ready for a rebound. 

Note: You can watch, read or listen to the discussion below. This episode was filmed on 12 May 2021.