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(2110)

Interview with Zscaler Founder and CEO Jay Chaudhry

Interview with Zscaler Founder and CEO Jay Chaudhry

Cloud security company Zscaler has racked up big returns for investors since going public in 2018. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, Motley F...

4 Jan 27min

The 2026 Financial Planning Challenge

The 2026 Financial Planning Challenge

The first Saturday episode of each month this year, we will focus on a key component of a financial plan – including spending, investing, insurance, retirement planning, estate planning, and taxes. If...

3 Jan 18min

An Investor’s Guide to 2026

An Investor’s Guide to 2026

What does the new year bring to investors? We discussed the AI trade, how the economy is faring, and why commodities may not be place to look for opportunities today. Travis Hoium, Emily Flippen, and ...

2 Jan 39min

Investing in 2026: A Plan You Can Stick With

Investing in 2026: A Plan You Can Stick With

Another profitable year is in the books for investors. Whether you invested in 2025 or are looking to get started, this episode is for you! Our hosts discuss some of the reasons why people struggle to...

1 Jan 22min

3 Stocks We Love in 2026

3 Stocks We Love in 2026

Are you looking for investment opportunities in 2026? So are we and we covered three stocks we love going into the year.Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Why space is worth wat...

31 Des 202523min

Oil Glut, Wind Freeze, and Energy Policy in the Year Ahead

Oil Glut, Wind Freeze, and Energy Policy in the Year Ahead

Emily Flippen is joined by Jason Hall and Keith Speights to unpack the biggest energy headlines of the past week and what they could mean for energy investors heading into 2026. How geopolitics an...

30 Des 202521min

Can These Three 2025 Losers Turn It Around?

Can These Three 2025 Losers Turn It Around?

We look back to look forward and predict whether three of 2025's biggest disappointments can turn it around in 2026. Can Super Micro Computer (NASDAQ: SMCI), Lululemon (NASDAQ: LULU), and Nike (NYSE: ...

29 Des 202520min

Interview with NYU Professor Vasant Dhar: Thinking With Machines

Interview with NYU Professor Vasant Dhar: Thinking With Machines

NYU Professor of Business Vasant Dhar is a pioneer in the field of artificial intelligence. He’s the host of the Brave New World podcast, and author of the new book, Thinking with Machines: The Brave ...

28 Des 202522min

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