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)

What Great Investors Do

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William Green is the author of “Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life.” Green also hosts a podcast with the same title. In this replay of an interview from...

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The Most Shocking Stories of 2025

Do you remember all of the surprises investors got in 2025? We had tariffs, AI upheaval, and even gold having a great year. We discuss all of it. Travis Hoium, Lou Whiteman, and Emily Flippen discu...

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Our Stock Market Naughty and Nice List

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We’re making a list and checking it twice. There have been nice companies and great CEOs in 2025 but there have also been some duds. We discuss the stocks on each list and end with going shopping for ...

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Can These Three 2025 Winners Keep Winning?

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We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE:...

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Interview with MichaelAaron Flicker: Hacking the Human Mind

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MIchaelAaron Flicker is the co-author of Hacking The Human Mind: The Behavioral Science Secrets Behind 17 of the World’s Best Brands.  Motley Fool contributor Rich Lumelleau and Motley Fool Head of S...

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It’s almost 2026, and soon you’ll be receiving your year-end statements for all your investment accounts. You’ll also hear a lot of advice about reviewing and rebalancing your portfolio in January. Ro...

20 Des 202523min

OpenAI Wants Another $100 Billion

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The AI trade continues to be the biggest topic on the market and this week we got reports that OpenAI is looking to raise another $100 billion. We discuss that, Gemini’s comeback, and give top executi...

19 Des 202542min

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