We think, as we've seen in the past, ad spend always comes back. It's just a question of when, not if. Now, certain parts of your business are moving faster than others. With total digital advertising spend is decreased somewhat and hopefully we'll rebound this year. Can you talk a little bit about the parts ofYour business that you see, maybe you have a faster growth cadence this year? Because when you talk about your expectations for growth, you're really talking about a blended rate among different revenue generators on your platform.
Earnings season kicks off on Friday. What should investors be watching?
(00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season
(16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now.
Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER
Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd
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