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