Wall Street Breakfast The media shakeout has begun
Jun 12, 2025
Netflix anticipates major shifts in streaming after Warner's corporate split. The job market shows worrying signs, hinting at economic instability. GameStop faces continued struggles, raising questions about its future. Meanwhile, major players like BlackRock are strategizing their moves in the booming crypto space. The podcast also highlights innovations in the toy industry amid fluctuating job stats.
AI Snips
Chapters
Transcript
Episode notes
Warner Split Indicates Media Shakeout
- Warner Brothers Discovery's split signals big shifts ahead in media and streaming sectors.
- Netflix's Greg Peters views it as part of a broader shakeout favoring streaming over traditional TV.
PPI Inflation Suggests Possible Easing
- Producer Price Index rose slightly, signaling persistent but manageable inflation.
- Core inflation remains steady, allowing potential monetary easing later this year.
Labor Market Cracks Widen
- Monitor jobless claims trends carefully as recent data shows labor market weakening.
- Prepare for economic shifts since current labor market strength may be fragile.