The $1 Trillion Ad Opportunity

The $1 Trillion Ad Opportunity

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners? (00:14) David Meier and Dylan Lewis discuss: - The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry. - Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts. - How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure. (17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR Host: Dylan Lewis Guests: David Meier, Asit Sharma, Mary Long Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2168)

Can Elon Musk Form a Super-Company?

Can Elon Musk Form a Super-Company?

Reports are swirling that Elon Musk is aiming to combine xAI and SpaceX ahead of the SpaceX IPO in 2026. What does that mean for Tesla shareholders? Then, we cover the week’s big tech earnings and how...

30 Jan 42min

Tesla’s Daring Move

Tesla’s Daring Move

For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. This most recent quarterly report loo...

29 Jan 22min

Starbucks Is Back, But Is It a Buy?

Starbucks Is Back, But Is It a Buy?

Earnings season is in full swing and we’re here to break down Starbucks and GM, who reported earlier this week. After that, we’ll talk about why silver has skyrocketed in 2026 and what to expect from ...

28 Jan 21min

Owning the Operating System

Owning the Operating System

In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has star...

27 Jan 22min

It's the Big Tech Earnings Game! AAPL, META, MSFT

It's the Big Tech Earnings Game! AAPL, META, MSFT

Big Tech earnings are baaaaack. Apple (NASDAQ: AAPL), Meta (NASDAQ: META), and Microsoft (NASDAQ: MSFT) report earnings this week. Will they beat, raise, or miss the Street's targets? Hosts discuss +...

26 Jan 16min

Interview with Janus Henderson Investors Portfolio Manager Denny Fish

Interview with Janus Henderson Investors Portfolio Manager Denny Fish

Denny Fish is a Portfolio Manager for the Janice Henderson Investors Global Technology and Innovation Fund. Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma recently talked with...

25 Jan 21min

Tax-Smart Retirement Planning and the Long-Term Return of Gold

Tax-Smart Retirement Planning and the Long-Term Return of Gold

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely— because it'll shape your tax bill today and potentially decades from now. Robert Brokamp dis...

24 Jan 23min

FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

Tesla’s robotaxis are finally driving without a safety driver in the front seat (they are reportedly in a chase car) and we discussed the future business models for Tesla. Then, we covered Greg Abel m...

23 Jan 42min

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