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)

OpenAI’s Magic Number? $100B

OpenAI’s Magic Number? $100B

Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI. (00:45) Asit Sharma and Bill Mann discuss: - Microsoft and OpenAI’s odd...

3 Jan 202540min

2025 Goals: Invest Better, Budget Smarter

2025 Goals: Invest Better, Budget Smarter

Almost 70% of Americans have a financial resolution for the New Year. What’s yours? (00:14) Tim Beyers and Ricky Mulvey discuss: - How newer investors can get started. - Past market performance, pocke...

2 Jan 202533min

2024’s Winners and Losers

2024’s Winners and Losers

The S&P 500 finished the year up about 24%, more than double the index’s average annual return. (00:49) Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss: - What most of t...

31 Des 202425min

Don't Be a Grinch, Keep Holding

Don't Be a Grinch, Keep Holding

We set the path for being better investors and friends in 2025.   (0:13) Jason Moser and Dylan Lewis discuss: - How some profit-taking and tax loss harvesting have caused a bit of a holiday hangover...

30 Des 202419min

Your 2025 Stock Market Preview

Your 2025 Stock Market Preview

New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.   (00:33) Ron Gross and Asit Sharma discuss: - The ...

27 Des 202439min

The Other Business Stories Catching our Attention

The Other Business Stories Catching our Attention

See more music, talk to strangers, play more games. Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught their attention over 2024. They discuss: - The ris...

24 Des 202429min

Everyday Low Prices > Treasure Hunting

Everyday Low Prices > Treasure Hunting

If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why luxury department stores are struggling. - Disney spen...

23 Des 202426min

Best-of Interview: Tom Vice, CEO of Sierra Space

Best-of Interview: Tom Vice, CEO of Sierra Space

Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space planes and inflatable space habitats. Ricky Mulv...

22 Des 202430min

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