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(2171)

Wall Street’s Wild Week to Start 2026

Wall Street’s Wild Week to Start 2026

The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defense. Of course, there are strings attached, which investors don’t l...

9 Jan 42min

3 Bold Predictions to Start 2026

3 Bold Predictions to Start 2026

It’s the most wonderful time of the year. No, We’re not talking about the holdiays. We’re talking about making stock investing predictions for 2026. This week, the team each give their 2026 hot takes ...

8 Jan 20min

Big Investing Takeaways From CES 2026

Big Investing Takeaways From CES 2026

CES is always an exciting time in tech because new productions – both realistic and crazy – are introduced. This year, Uber and NVIDIA stole the headlines and we discuss what else we learned from the ...

7 Jan 19min

AI Investor Outlook for 2026 and Beyond

AI Investor Outlook for 2026 and Beyond

Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In ...

6 Jan 27min

It’s a Small World After All

It’s a Small World After All

The first full trading week of 2026 got off to a caffeinated start. Today on Motley Fool Money, Rick Munarriz, with analysts Nick Sciple and Jon Quast, dive into the investing implications behind the ...

5 Jan 20min

Interview with Zscaler Founder and CEO Jay Chaudhry

Interview with Zscaler Founder and CEO Jay Chaudhry

Cloud security company Zscaler has racked up big returns for investors since going public in 2018. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, Motley F...

4 Jan 27min

The 2026 Financial Planning Challenge

The 2026 Financial Planning Challenge

The first Saturday episode of each month this year, we will focus on a key component of a financial plan – including spending, investing, insurance, retirement planning, estate planning, and taxes. If...

3 Jan 18min

An Investor’s Guide to 2026

An Investor’s Guide to 2026

What does the new year bring to investors? We discussed the AI trade, how the economy is faring, and why commodities may not be place to look for opportunities today. Travis Hoium, Emily Flippen, and ...

2 Jan 39min

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