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(2116)

Steel Bids, TikTok Battles

Steel Bids, TikTok Battles

Fights are unfolding for companies in two very different industries: Steel and social media. (00:21) Jason Moser and Mary Long discuss: - Why so many companies want in on U.S. Steel. - How to factor C...

14 Jan 202533min

Cloudy With a Chance of Burgers

Cloudy With a Chance of Burgers

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them? (00:14) David Meier and Dylan Lewis discuss: - Why Sonos CEO Patrick Spence is on his way ...

13 Jan 202529min

David Gardner, The Case for Rational Optimism

David Gardner, The Case for Rational Optimism

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history. David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mu...

11 Jan 202545min

Amazon and Disney See Ad Dollars

Amazon and Disney See Ad Dollars

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. (00:39) Ron Gross and Jason Moser ...

10 Jan 202540min

The Future According to Jensen Huang

The Future According to Jensen Huang

It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the cool stuff that’s coming,” from personal supercomputers to self...

8 Jan 202530min

The WWE's Premiere on Netflix

The WWE's Premiere on Netflix

Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (00:14) Nick Sciple and Ricky Mulvey discuss - The b...

7 Jan 202533min

How To Get Started Investing

How To Get Started Investing

If your resolution involves the word “investing,” you’ve come to the right place. Mary Long talks with a handful of Fools and analysts about: Investing origin stories. Recommended materials for a D...

7 Jan 202531min

Unbundle, Re-Bundle, Sell Ads

Unbundle, Re-Bundle, Sell Ads

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising. (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast’s push in...

6 Jan 202525min

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