
Madison and Wall Podcast
Ep. 30: Scenario Planning, New Digital Taxes, Pharma Tariffs and Havas' Results. + Ads101 with Keith "Kappy" Kaplan on Outdoor Advertising
Apr 11, 2025
In this engaging session, Keith "Kappy" Kaplan, a seasoned advisor and former global CEO of Kinetic, dives into the evolving landscape of outdoor advertising and the implications of new digital taxes and pharmaceutical tariffs. He shares intriguing insights on how these developments could reshape the advertising industry, especially for small businesses. Kaplan passionately discusses strategic messaging and audience targeting in outdoor media, emphasizing the impact of digital transformation on traditional advertising methods.
25:41
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Quick takeaways
- The potential introduction of EU digital advertising taxes may create significant challenges for American firms and international advertising agencies.
- Shifts towards digital and programmatic buying in outdoor advertising have increased interest from marketers, highlighting the importance of data-driven measurement tools.
Deep dives
Current Economic Trends and Inflation Insights
Recent economic data highlights a slight decrease in inflation, with the Consumer Price Index (CPI) showing a 2.4% increase in the U.S., excluding food and energy. Despite this positive sign, there are concerns that the market may continue to face upward inflationary pressures as various international economic policies evolve. Businesses are struggling to plan effectively due to uncertainties caused by tariffs and other geopolitical factors, suggesting a potentially stagnating economy. The balance between nominal growth rates and real growth indicates that even modest economic expansion may be overshadowed by elevated inflation.