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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AI’s Power Problem

AI’s Power Problem

AIs are hungry and growing more insatiable by the day. Will we be able to sustainably generate the power needed to feed the AI beast? Nick Sciple, Seth Jayson, and Tim Beyers: - Discuss the vast s...

27 Okt 202526min

Interview with Scott D. Anthony: Epic Disruptions

Interview with Scott D. Anthony: Epic Disruptions

Scott D. Anthony is a professor of strategy at Dartmouth's Tuck School of Business and author of the new book, Epic Disruptions: 11 Innovations that Shaped Our Modern World. Motley Fool analyst Sanmee...

26 Okt 202525min

Sahil Bloom on the 5 Types of Wealth

Sahil Bloom on the 5 Types of Wealth

Sahil Bloom writes The Curiosity Chronicle newsletter and is the managing partner of SRB Ventures, a venture investment firm. He is also the author of The 5 Types of Wealth: A Transformative Guide to ...

25 Okt 202545min

Investing After Cloud Outages & The End for Electric Vehicles?

Investing After Cloud Outages & The End for Electric Vehicles?

We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM’s great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech. Travis...

24 Okt 202542min

Tesla’s Margins Face Headwinds

Tesla’s Margins Face Headwinds

There are a plethora of so-called stock market calendar effects. What are they and how should Foolish investors think about them? Matt and Jon also take a look at Tesla’s latest financial report as we...

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Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

We discuss the growing prevalence of celebrities being involved in big investment moves by VC and hedge funds, including Travis Kelce taking a role in Jana Partners’ 9% stake in Six Flags. We also deb...

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Polymarket, Kalshi, and the Line Between Investing or Gambling

Polymarket, Kalshi, and the Line Between Investing or Gambling

Prediction markets are having a moment - from Fed odds to football. In this episode of Motley Fool Money, host Emily Flippen, with analysts Jason Hall and Sanmeet Deo, break down what prediction marke...

21 Okt 202517min

AWS Goes AWOL: Are we Too Dependent on the Cloud?

AWS Goes AWOL: Are we Too Dependent on the Cloud?

AWS goes down again. Is it time to re-assess risk in the cloud and AI-era, where so much of the digital assistance we get is housed someplace we can’t see and controlled by someone we don’t know? D...

20 Okt 202521min

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