Morning Brew Daily cover image

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

Morning Brew Daily

00:00

The HALO Trade: Investors Flee Tech

Toby and Neil explain HALO (heavy assets, low obsolescence) and why investors favor capital-intensive names over software.

Play episode from 08:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app