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

Morning Brew Daily

Morning Brew

Business News, News, Business

4.4 • 3K Ratings

🗓️ 25 February 2026

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

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0:00.0	Prime Video brings the best in entertainment.
0:03.0	The end of the world continues with season two of the global phenomenon, Fallout, included with Prime.
0:09.0	I defer to you about what to do in this situation.
0:12.0	Bring home the epic conclusion to the untold story of the Witches of Oz.
0:16.0	Buy or rent, Wicked for Good Now.
0:18.0	I'm taking you to see the wizard.
0:20.0	There's no going back. Whatever you're into,
0:22.9	it's right here. Prime Video. Click or tap the banner to find out more.
0:31.3	Good morning for Daily show. I'm Neil Fryman. And I'm Toby Howell. Today, President Trump went on and on and on about the economy at the State of the Union
0:42.3	last night.
0:43.3	Then what is the halo trade and why are investors piling into it?
0:47.3	It's Wednesday, February 25th.
0:49.3	Let's ride.
0:55.8	Good morning.
1:00.6	You got one more day of me in the studio and Toby in a bedroom on the West Coast.
1:04.0	Toby, have you seen this new survey out about grocery stores?
1:09.6	The American Consumer Satisfaction Index surveyed 31,000 shoppers to find out America's favorite grocery stores, ranking them in categories
1:11.9	like freshness of meat and produce, quality of the selection, the layout, and speed of the
1:16.0	checkout process.
1:17.4	And what do you know?
1:18.1	Good old T.J's, Trader Joe's, came in first with a ranking of 86 out of 100.
1:23.5	And second place is Publix, the pride of Florida, followed by H.E.B., Sam's Club, Aldi, Costco,
	...

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