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 Great Rule Breakers Healthcare Debate: Progyny or Hims & Hers?

The Great Rule Breakers Healthcare Debate: Progyny or Hims & Hers?

Which is the better healthcare Breaker? Alicia Alfiere, Sanmeet Deo, and Tim Beyers pit Progyny against Hims & Hers. Leave a comment to get in on the debate! Alicia Alfiere, Sanmeet Deo, and Tim Be...

22 Sep 202523min

Interview with Karat Packaging CEO Alan Yu: From Boba Tea Shop to Packaging Powerhouse

Interview with Karat Packaging CEO Alan Yu: From Boba Tea Shop to Packaging Powerhouse

What began as a single Boba tea shop in 2000 has transformed into a leading supplier of sustainable packaging for local startups to national brands like Panda Express and Chipotle. Motley Fool CEO Tom...

21 Sep 202526min

Retirement Tools and Affording Impulse Purchases

Retirement Tools and Affording Impulse Purchases

Retirement is largely a math game, and calculators can help you crunch the numbers. Sean Gates of Motley Fool Wealth Management joins Robert Brokamp to discuss what to look for in a high-quality retir...

20 Sep 202525min

Big Tech Is Fun Again & The Fed Speaks

Big Tech Is Fun Again & The Fed Speaks

Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the econo...

19 Sep 202542min

Nvidia and Intel Make a $5 Billion Bargain

Nvidia and Intel Make a $5 Billion Bargain

Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made...

18 Sep 202521min

EV and Autonomy State of the Union

EV and Autonomy State of the Union

Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, ...

17 Sep 202522min

The Labubu Economy

The Labubu Economy

Blind boxes, dopamine hits, and “adorably ugly” IP - today Emily Flippen alongside analysts Sanmeet Deo and Asit Sharma unpack the collectibles economy and the anatomy of a craze. We ask who actually ...

16 Sep 202523min

Fools Duel Over DocuSign: Is It Still a Breaker?

Fools Duel Over DocuSign: Is It Still a Breaker?

We duel, you decide. Rick Munarriz and Tim Beyers debate whether DocuSign is a Breaker worth buying. Leave a comment to let us know which argument swayed you! Tim Beyers and Rick Munarriz discuss: -...

15 Sep 202524min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
pengepodden-2
utbytte
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-markedspuls-2
rss-fa-makro
rss-heftye-moter-flinke-folk