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(2113)

Wal Mart Shows Other Retailers How It’s Done

Wal Mart Shows Other Retailers How It’s Done

Second quarter earnings results have been littered with slumping sales and disappointing guidance. Wal Mart threw that narrative on its head when it said it was raising sales guidance for the rest of ...

21 Aug 202524min

When AI Execs Say the Market Looks Bubbly

When AI Execs Say the Market Looks Bubbly

Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from re...

20 Aug 202522min

What Cybersecurity, Shoes, and Homebuilders Tell Us About Change

What Cybersecurity, Shoes, and Homebuilders Tell Us About Change

Palo Alto Networks is bracing investors with its latest earnings, homebuilders are sweetening deals to attract strapped buyers, and footwear brands are rewriting the playbook. Today on Motley Fool Mon...

19 Aug 202521min

What’s Eating at Restaurant Stocks?

What’s Eating at Restaurant Stocks?

Summer is heating up, but restaurant stocks are cooling down. Today on Motley Fool Money, Rick Munarriz, with analysts Alicia Alfiere and Jason Hall will dig into problems at your favorite chains. The...

18 Aug 202516min

Interview with Karooooo CEO Zak Calisto

Interview with Karooooo CEO Zak Calisto

Heard the one about the CEO who wanted to buy the url for his company, found out it was taken, and added a few o’s to save a few million? Karooooo CEO and founder Zak Calisto talks with Motley Fool CE...

17 Aug 202521min

Should You Retire Sooner, and Is Your Fund Winning?

Should You Retire Sooner, and Is Your Fund Winning?

Wes Moss is a Certified Financial Planner practitioner and the author of “What the Happiest Retirees Know.” In Part 2 of this conversation with Robert Brokamp, Wes discusses the non-financial keys to ...

16 Aug 202522min

Warren Buffett Is Making Big Buys Again

Warren Buffett Is Making Big Buys Again

Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!” Travis Hoium, Lou Whiteman, and Rick Munarriz discuss: ...

15 Aug 202542min

Making Sense of Market Hyperbole

Making Sense of Market Hyperbole

There are some stunningly large data points pulling the market in different directions between cash on the sidelines and market valuations. These numbers can be a little paralyzing for investors witho...

14 Aug 202522min

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