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The $1 Trillion Ad Opportunity
31 minutes Posted Dec 9, 2024 at 9:00 pm.
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?
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.
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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 BuffettCompanies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJRHost: Dylan LewisGuests: David Meier, Asit Sharma, Mary LongProducer: Ricky MulveyEngineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices