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cover of episode Disney and Universal Sue AI Image Company & NYC Broker Fees Are Banned

Disney and Universal Sue AI Image Company & NYC Broker Fees Are Banned

2025/6/12
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Neil Freiman
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Neil Freiman: 作为一名经济观察者，我认为五月份的通货膨胀数据确实给我们带来了一些惊喜。数据显示，物价上涨幅度低于预期，这已经是连续第四个月出现这种情况了。更令人关注的是，我们并没有看到关税对物价产生明显的直接影响，即使是在那些我们预计会受到关税影响的商品类别中，例如服装和汽车。这可能意味着企业正在消化这些额外成本，或者他们可能正在利用现有库存来应对。当然，我也注意到劳工统计局在收集CPI数据时面临人员短缺的问题，这可能会影响数据的准确性。尽管如此，我认为整体趋势表明通货膨胀正在降温，这可能会促使美联储在未来几个月内考虑降息。我个人认为，如果劳动力市场持续降温，通货膨胀得到控制，那么美联储可能会在九月份的会议上开始降息。

Deep Dive

Chapters
The US men's national soccer team is facing pressure to improve its performance before the World Cup, which it is co-hosting with Mexico and Canada. Recent losses have raised concerns about their readiness for the tournament.
  • USMNT has lost four straight games for the first time since 2007.
  • Upcoming World Cup co-hosted by US, Mexico, and Canada.
  • Coach Mauricio Pochettino under pressure.

Shownotes Transcript

Episode 603: Neal and Toby dive into May’s inflation report which rose just slightly, which was a positive sign despite concerns from tariffs. Then, NYC’s broker fee ban went into effect, which some are celebrating, while others are concerned about costs showing up in other ways. Also, Disney and Universal are suing Midjourney, an AI image company for copyright infringement. Meanwhile, Neal shares his favorite numbers from the week: congressional stock trading, Waymo, and Din Tai Fung. 

00:00 - US World Cup Starts

2:30 - Inflation not that bad for now

7:00 - Disney fights AI

10:30 - NYC broker fee ban

14:20 - Lawmakers and their stocks

17:30 - Waymo safer than humans

19:00 - Din Tai Fung crushin’ it

22:00 - Sprint Finish!

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