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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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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...

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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: ...

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What Great Investors Do

What Great Investors Do

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The Most Shocking Stories of 2025

The Most Shocking Stories of 2025

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Our Stock Market Naughty and Nice List

Our Stock Market Naughty and Nice List

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Can These Three 2025 Winners Keep Winning?

Can These Three 2025 Winners Keep Winning?

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:...

22 Dec 202524min

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