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(2117)

Your “Portfolio Wrapped”

Your “Portfolio Wrapped”

Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.   (00:14) Jason Moser and Asit Sh...

6 Des 202439min

Bitcoin Breaks $2 Trillion

Bitcoin Breaks $2 Trillion

The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet. (00:14) Jason Moser and Ricky Mulvey discuss: - The murder of Unitedhealthcare’s CEO. - What’s contributed to Bitco...

5 Des 202431min

Stop! Please Sign In Again

Stop! Please Sign In Again

Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta’s earnings and the future of logging in - Marc Benioff’s ability...

4 Des 202426min

Who Won Black Friday, Cyber Monday?

Who Won Black Friday, Cyber Monday?

More shoppers bought from Shopify merchants and foot traffic declined in physical stores. (00:14) Bill Mann and Ricky Mulvey discuss: - Shopping data from the holiday weekend and what retailers should...

3 Des 202429min

Intel: 3rd in a Two-Horse Race

Intel: 3rd in a Two-Horse Race

Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?   (00:14) Tim Beyers and Dylan Lewis discuss: - Intel CEO Pat Gelsi...

2 Des 202434min

Dirty Words: Election, Tariffs, Spatchcock

Dirty Words: Election, Tariffs, Spatchcock

It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent o...

29 Nov 202440min

Many Thanks, Mr. Buffett

Many Thanks, Mr. Buffett

Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.   (00:14) Asit Sh...

27 Nov 202426min

Stock Floats, Lemonade Flies

Stock Floats, Lemonade Flies

After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shoppin...

26 Nov 202432min

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