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(2172)

AWS Goes AWOL: Are we Too Dependent on the Cloud?

AWS Goes AWOL: Are we Too Dependent on the Cloud?

AWS goes down again. Is it time to re-assess risk in the cloud and AI-era, where so much of the digital assistance we get is housed someplace we can’t see and controlled by someone we don’t know? D...

20 Okt 202521min

Motley Fool Co-Founder Tom Gardner: The Quarterly Call

Motley Fool Co-Founder Tom Gardner: The Quarterly Call

In our second Quarterly Call, Motley Fool CEO and co-founder Tom Gardner talked about the current market and what to do about it. Tom also shared five investment ideas. For today's Motley Fool Money e...

19 Okt 202520min

Making the Most of Medicare, and the Bull Turns 3

Making the Most of Medicare, and the Bull Turns 3

Retirement will be an opportunity to do many things you always wanted to do. But it may also be a time when you have to do something you’ve never had to do – namely, get your own health insurance. Mos...

18 Okt 202516min

How Investing Has Changed In the Last 5 Years

How Investing Has Changed In the Last 5 Years

Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor...

17 Okt 202542min

Private Assets Meet Public Markets

Private Assets Meet Public Markets

One way or another, companies will find a way to let individuals own private assets in their retirement accounts. At this point, a new news story appears with a big bank or asset manager looking to se...

16 Okt 202518min

ASML’s Earnings & How to Follow Earnings Season

ASML’s Earnings & How to Follow Earnings Season

ASML reported earnings on Wednesday and we discuss if the company continues to be a leader in the AI boom. Then, we discuss the Fed pushing markets higher this week and hot we read earnings reports no...

15 Okt 202519min

The Kids Aren’t Alright (Banks, However, Are)

The Kids Aren’t Alright (Banks, However, Are)

In this episode of Motley Fool Money, long-time analysts Emily Flippen, Jeff Santoro, and Jason Hall dive into bank earnings, Robinhood’s meteoric rise, and take a look at how alcohol consumption has ...

14 Okt 202520min

3 Broken Breakers Worth Buying

3 Broken Breakers Worth Buying

Long-time Rule Breakers Karl Thiel, Rick Munarriz and Tim Beyers offer up three stocks that face dark clouds they can see through. Who are your favorite Broken Breakers? Karl Thiel, Rick Munarriz, ...

13 Okt 202529min

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