Best Story Wins The CMO Comeback Story with Michael Duda of Bullish
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May 8, 2025 
Michael Duda, a partner at Bullish and former agency leader, tackles the pressing challenges CMOs face in today’s market. He argues for marketing as an investment rather than a cost, emphasizing the need for a creative and financial strategy blend. Duda explores how to reclaim marketing power, the ROI of early storytelling, and the importance of customer-centric branding. He also discusses navigating market conditions, the dangers of 'safe' content, and how to build brands that withstand tough economic climates.
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Marketing's Unique Strategic Role
- Marketing combines strategic thinking with creative solutions to drive business success.
- However, Wall Street undervalues marketing, often cutting budgets first in downturns.
Bullish's Agency-Investor Blend
- Bullish blends marketing agency services with an investment fund to back startups.
- They've invested early in brands like Peloton, Warby Parker, and Casper.
Invest in Early Brand & Service
- Infuse brand and content marketing early to embed customer obsession and reduce overall ad spend.
- Prioritize fixing customer service to minimize wasteful advertising efforts.