Madison and Wall Podcast Ep. 64: New US and Canada Ad Forecasts, New Programmatic Ad Forecasts + Pinterest To Acquire tvScientific and More
Dec 12, 2025
Dive into intriguing discussions on the reliability of government job data, featuring Jerome Powell's insights. Explore the latest US ad forecasts predicting impressive growth, along with trends impacting small and large advertisers. Discover Pinterest's strategic acquisition of tvScientific to enhance CTV performance. The analysis of programmatic ads reveals a rapid growth trajectory, while debates on CTV's future raise questions about market expansion versus share acquisition. Light-hearted banter wraps up the engaging session!
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Episode notes
Quarter-Zip Becoming The Office Uniform
- Brian bought a quarter-zip and discovered it matched Luke's outfit, dubbing it the Madison & Wall uniform.
- They joked about coordinating wardrobe and brand swag during events.
BLS Sample Relies On Big Birth-Death Model
- The BLS sample covers 121,000 businesses and 631,000 worksites, representing about a quarter of nonfarm payrolls.
- Brian highlights reliance on the birth-death model to estimate new and disappearing businesses, which undermines data reliability.
Forecast: Growth To Continue Around 6.6%
- Madison & Wall forecasts 6.6% ad market growth next year, slightly weaker than this year.
- They expect search, social, and commerce to remain the primary growth drivers despite AI hype.