In this episode, Kate, Jeff, and Nidhi dive into the latest developments shaping economics, media, technology, and entertainment in 2025.

From tariffs impacting trade to the evolution of streaming platforms and AI innovation, we explore how industries are navigating uncertainty and embracing change. Highlights include insights from the US Federal Reserve Beige Book, Oscars viewership trends, YouTube’s app redesign, and updates from the Morgan Stanley TMT Conference.

Segments

(00:00) Introduction
(00:28) Global Economics Overview
(01:32) Beige Book Insights
(02:45) US Consumer Spending Trends
(03:30) Tariffs and Price Increases
(05:02) F1 Viewership Insights
(07:13) European Media Owners Report
(08:55) Linear TV Trends in Europe
(09:56) Germany's Cable TV Shift
(11:00) Streaming vs. Linear TV
(14:52) Out-of-Home Advertising Growth
(15:32) Programmatic Advertising in OOH
(16:18) YouTube’s Redesign & Aggregation
(17:04) The Battle for the Living Room
(19:41) Morgan Stanley TMT Conference Highlights
(20:10) Fox’s DTC Strategy
(22:31) Netflix’s Ad Business Growth
(24:00) Disney’s Focus on Advertising
(24:34) Warner Bros. Content Strategy
(25:55) Weekend Plans & Closing Remarks

Some links:

• GroupM's This Year Next Year 2024 End of Year Report: https://www.groupm.com/this-year-next-year-2024-global-end-of-year-forecast/
• US Federal Reserve Beige Book: https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250305.pdf

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