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 ... Show More
Aug 2024
#221: Are We in An AI Bubble?
<p>Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.</p><br><p>We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and ... Show More
52m 7s
Nov 2024
How Incrementality Impacts Ad Spend
Episode #060 - What’s the real impact of your ad spend? In this episode, Destaney is joined by Alex Juday, SVP at Incremental, to break down the buzzword that’s taking over the space: incrementality. What does it really mean, why ROAS isn’t enough, and how brands can rethink thei ... Show More
35m 42s
Nov 2024
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ... Show More
52m 16s
May 2022
Billion Dollar Ad Arbitrage: Opportunities Hidden in Plain Sight
Sam Parr (@TheSamParr) and Shaan Puri (@ShaanVP) talk about surprising ad arbitrage opportunities, getting vaccinated against cancellation, new media properties, and more.
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Links:
* Outcome Health (acquired by Patient Point)
* Cheddar News
* @jonsteinberg
* Tabs Chocolate
* ... Show More
1 h
Feb 2025
Deep Dive: Big Tech’s $325 Billion CapEx Spending Spree
<p>Big Tech is going all-in on AI, with a projected $325 billion in capital expenditures for 2025—but is it a smart bet? In this episode, we break down what CapEx is, why companies like Amazon, Microsoft, Google, and Meta are spending massive sums to build AI infrastructure, and ... Show More
8m 33s
<p>A BIG week for global markets, from tech earnings to central bank decisions, get the full low down.</p><br><p>On the trading floor this week, Anthony and Piers discuss:</p><p><br></p><ul><li>Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid nu ... Show More
