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(2168)

Oil Jumps & Stocks Drop – What’s Next?

Oil Jumps & Stocks Drop – What’s Next?

The market is dropping and oil is up today as the Middle East continues to be on investors’ minds. But is this a panic the market will get over or the kind of action that will push the economy into re...

3 Mar 19min

NASA Doubles Down on the Moon

NASA Doubles Down on the Moon

The Motley Fool’s Hidden Gems team discusses some of its favorite investing principles, using Berkshire Hathaway as an example. After digging into Berkshire’s latest update, the team turns to discussi...

2 Mar 20min

Interview with IBM CFO Jim Kavanaugh

Interview with IBM CFO Jim Kavanaugh

AI, hybrid cloud, and quantum - three big shifts happening at IBM. Motley Fool co-founder Tom Gardner and Motley Fool contributor Matt Frankel recently talked with IBM CFO Jim Kavanaugh about the new ...

1 Mar 29min

What Matters About Market History, and the Worldwide Bull Market

What Matters About Market History, and the Worldwide Bull Market

Investors believe that the stock market is the best path to long-term wealth, and the historical data backs them up. But how much does history matter in an ever-changing investing landscape, and which...

28 Feb 22min

Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news. We cover the latest in buyout news and give some ideas for more companies that should be...

27 Feb 42min

NVIDIA Posts Earnings. Wall Street Says “That’s It?”

NVIDIA Posts Earnings. Wall Street Says “That’s It?”

NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, th...

26 Feb 23min

Who Pays for PayPal?

Who Pays for PayPal?

The market is buzzing with rumors of companies interested in buying Paypal. We look into whether there’s fire behind the smoke. We also cover earnings from Axon and Cava. Travis Hoium, Lou Whiteman...

25 Feb 20min

Party Like it’s 2027

Party Like it’s 2027

Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willi...

24 Feb 18min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
rss-markedspuls-2
pengesnakk
utbytte
lederpodden
rss-pa-konto
liberal-halvtime
rss-fa-makro
rss-investering-gjort-enkelt
rss-impressions-2