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(2112)

The AI App Store Moment

The AI App Store Moment

OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech compan...

8 Okt 202526min

Tariffs, Social Shopping, and an EV Reset

Tariffs, Social Shopping, and an EV Reset

As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working”...

7 Okt 202528min

The AI Infrastructure Opportunity: 3 Fools Weigh In

The AI Infrastructure Opportunity: 3 Fools Weigh In

Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will pr...

6 Okt 202530min

Interview with Barry Ritholtz: How Not To Invest

Interview with Barry Ritholtz: How Not To Invest

What are the biggest mistakes investors make? Motley Fool Chief Investment Officer Andy Cross and analyst Jason Moser talk with Barry Ritholtz, author of How Not to Invest: The ideas, numbers, and beh...

5 Okt 202523min

Make the Most of Your Cash and Credit Cards

Make the Most of Your Cash and Credit Cards

The Federal Reserve is lowering interest rates, which can be good for borrowers but not so good for savers. Robert Brokamp speaks with Brendan Byrnes, managing director of Motley Fool Money (www.fool....

4 Okt 202523min

Apple’s Headset Strategy & Tesla’s EV Sales Windfall

Apple’s Headset Strategy & Tesla’s EV Sales Windfall

We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla’s latest delivery boon is a peak for the company. Later in the show, we play over/under before cove...

3 Okt 202542min

Open AI’s Worth Half a Trillion Dollars

Open AI’s Worth Half a Trillion Dollars

In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is ope...

2 Okt 202520min

Winners & Losers from ChatGPT’s Shopping Launch

Winners & Losers from ChatGPT’s Shopping Launch

OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in thi...

1 Okt 202525min

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