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

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Chip Stocks and Bank Earnings Extravaganza

Chip Stocks and Bank Earnings Extravaganza

Motley Fool contributors Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. On today’s show, this includes recent financial results from banking giants Ba...

16 Apr 24min

An Alphabet Stock Deep Dive

An Alphabet Stock Deep Dive

We dig deep into Alphabet, the tech giant that has become so much more than search. To start, we cover whether search is being disrupted and then cover the adjacent businesses like YouTube and Google ...

15 Apr 24min

Assessing the Rise of Chinese EV Manufacturers

Assessing the Rise of Chinese EV Manufacturers

Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn’t necessarily translated into profits. We take a l...

14 Apr 22min

Goldman Sachs Kicks Off Earnings Season

Goldman Sachs Kicks Off Earnings Season

Motley Fool contributors Jon Quast, Rachel Warren, and Jason Hall discuss financial news that investors should know about. On today’s show, this includes recent financial results from investing bank G...

13 Apr 25min

The Psychedelic Revolution

The Psychedelic Revolution

What if the next big breakthrough in mental health care has nothing to do with taking a daily pill? Founders of the Integrative Psychiatry Institute, Dr. Will Van Derveer and Keith Kurlander, join the...

12 Apr 24min

Hannah Moore on How to Become a Professional Financial Planner

Hannah Moore on How to Become a Professional Financial Planner

Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for...

11 Apr 26min

AI’s Most Dangerous Moment

AI’s Most Dangerous Moment

The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest...

10 Apr 42min

Will AI Destroy the Software Industry?

Will AI Destroy the Software Industry?

Matt Frankel, Tyler Crowe, and Jon Quast discuss: Why software stocks are down amid AI concerns The SaaS companies likely to be the most vulnerable Software stocks that could win in an agentic AI...

9 Apr 26min

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