Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

Episode 787: Neal and Toby recap the biggest news from President Trump’s State of the Union address. Then, the recent fears of AI, causing widespread selloffs, has been a boon for utility or energy stocks, or HALO trades, “heavy assets, low obsolescence.” Also, the creators of Dark Sky are back with a new weather app that overshadows your native weather app. Meanwhile, “Survivor” returns for its 50th season and a chat about how it’s shaped TV. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Investment Firm Sends Analyst to Strait of Hormuz & Bars Are Banning Phones

Investment Firm Sends Analyst to Strait of Hormuz & Bars Are Banning Phones

Episode 817: Neal and Toby discuss a report from a Citrini Research analyst who saw with their own eyes shipping traffic through the Strait of Hormuz, contrary to what the dominant narrative. Then, Op...

7 Huhti 26min

‘Artemis II’ Nears Spaceflight Record  & NeeDoh Craze Causes Shortage

‘Artemis II’ Nears Spaceflight Record & NeeDoh Craze Causes Shortage

Episode 816: Neal and Toby chat about the historic Artemis II mission and what the astronauts have been seeing so far on their journey. Then, how one solopreneur used AI to build a $1.8B company. Also...

6 Huhti 27min

Americans are Ditching Summer Travel Plans & Iran Sets Up Tollbooth for Strait of Hormuz

Americans are Ditching Summer Travel Plans & Iran Sets Up Tollbooth for Strait of Hormuz

Episode 814: Neal and Toby dive into Americans rethinking their Summer travel plans as the conflict in the Middle East pushes up costs. Then, Iran sets up a tollbooth at the Strait of Hormuz and its u...

3 Huhti 30min

SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

Episode 813: Neal and Toby chat about SpaceX filing to go public, which could set up to be a huge IPO. Then, Anthropic accidentally leaks its source code from Claude. Plus, Nike shares take a tumble a...

2 Huhti 29min

We’re Going Back to the Moon & TMZ Exposes Vacationing Politicians

We’re Going Back to the Moon & TMZ Exposes Vacationing Politicians

Episode 812: Neal and Toby preview NASA’s Artemis 2 mission to send astronauts to the moon, which it hasn’t done in over 50 years. Then, Unilever is merging its food business with spice giant McCormic...

1 Huhti 30min

Private Equity Weasels Into Your 401(k)? & Coal is Making a Comeback

Private Equity Weasels Into Your 401(k)? & Coal is Making a Comeback

Episode 811: Neal and Toby discuss a new proposal from the Labor Department to allow 401(k) plans to include private credit, private equity, and crypto. Then, the Iran War is fueling a coal comeback. ...

31 Maalis 29min

Investors Lose Patience with Iran War & TSA Workers Finally Get Paid

Investors Lose Patience with Iran War & TSA Workers Finally Get Paid

Episode 810: Neal and Toby recap the stock market rout as investors lose patience with the Iran War. Then, a record number of TSA employees called out last Friday as Trump ordered DHS to restore pay. ...

30 Maalis 29min

Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Episode 809: Neal and Toby talk about the new Senate bill that proposes a sweeping ban of prediction markets on sports, politics, and the military. Then, some major US metros such as LA and Miami are ...

27 Maalis 29min

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