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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Tariffs, Trump, and Turmoil

Tariffs, Trump, and Turmoil

Today we talk economic uncertainty, airlines, building materials, and assorted spirits. Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few week...

11 Apr 202540min

The Day After the Market Skyrocketed

The Day After the Market Skyrocketed

If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains. (00:21) Asit Sharma and Ricky Mulvey discuss: - Their reflections on one of the best ...

10 Apr 202534min

A Pause for Most Tariffs

A Pause for Most Tariffs

President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ri...

9 Apr 202534min

Sahil Bloom, The 5 Types of Wealth

Sahil Bloom, The 5 Types of Wealth

Your finances are one important piece of building a wealthy life. Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His fi...

5 Apr 202544min

Lions, and tigers, and tariffs. Oh my!

Lions, and tigers, and tariffs. Oh my!

Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann...

4 Apr 202540min

You Can’t Tariff Love

You Can’t Tariff Love

The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess. (00:21) Nick Sciple and Ricky Mulvey discuss: - Why markets are...

3 Apr 202529min

Tariffs Loom, Tesla Underdelivers

Tariffs Loom, Tesla Underdelivers

“Liberation Day” has arrived. (00:21) David Meier and Mary Long discuss: - When we’ll know if the longer-term tariff plan is working. - How different companies are bracing for impact. - Tesla’s sales...

2 Apr 202531min

Are Investors Leaving U.S. Stocks?

Are Investors Leaving U.S. Stocks?

The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The im...

1 Apr 202530min

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