
Madison and Wall Podcast
Madison and Wall's Brian Wieser digs nto how the advertising business really works. Subscribe for analysis, insight and more about advertising, media and technology trends.
Access more M&W research summaries and analysis by subscribing to our complimentary Saturday newsletter at https://madisonandwall.substack.com/.
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Latest episodes

5 snips
Feb 21, 2025 • 37min
Episode 23: Globant, Packaged Goods Ad Trends + Ads101 on Agencies
Tim Nollen, an analyst at Macquarie Securities with a focus on advertising and media, dives into the dynamic world of the packaged goods industry. He discusses the shift towards non-alcoholic beverages and the advertising strategies adapting to this trend, such as influencer marketing. Nollen highlights the role of AI in creative processes, the profitability of media planning, and the complexities in agency structures. The conversation is rich with insights into how technology is challenging traditional models, shaping the future of advertising.

Feb 14, 2025 • 37min
Episode 22: The Trade Desk, Roku, IPG and Dentsu + Ads 101 on Performance Marketing
Andy Rosenberg, a growth and marketing expert with a diverse background in D2C, menswear, and mobile gaming, explores the evolving landscape of performance marketing. He shares insights on how budgeting and resource management are crucial for brand identity within this framework. Rosenberg reflects on his transition from traditional marketing techniques to performance-driven strategies, influenced by advancements in technology and social media. The discussion also delves into the challenges legacy brands face in adapting to modern consumer data demands.

4 snips
Feb 7, 2025 • 30min
Episode 21: Google, Amazon, Publicis, Omnicom, Bell Media Results and More. Plus, Advertising 101 on B2B Marketing With Ari Osur
Each week on the M&W Podcast, we discuss Madison & Wall’s latest research and explore how and why money flows through the advertising economy.This week that new work includes new analyses of earnings results from ad-supported companies including Google and Amazon, Publicis and Omnicom, Canada's Bell Media and many, many more.In addition, our Advertising 101 series continues with a focus on B2B marketing to explore how it differs from consumer-focused marketing with Ari Osur, formerly a CMO and senior marketers for multiple B2B businesses.This follows on part 1 with Gerry D'Angelo where we discussed how marketers organize themselves, part 2 with Francisco Escobar on the role of marketing procurement, part 3 with Deborah Wahl on the resource allocation choices marketers make and part 4 with Gordon Ho on the different ways small, medium-sized and large businesses engage in marketing (which you can listen to on episodes 17, 18, 19 and 20 of The M&W podcast).

4 snips
Jan 31, 2025 • 27min
Episode 20: Meta's $20bn Advantage(+), Comcast's Declines, Marketer CEO Comments and More. Plus: Ads 101 With Gordon Ho on Large, Medium and Small Marketer Differences
Gordon Ho, a marketing expert and Professor at USC’s Marshall School, dives into the fascinating world of advertising strategies. He explores the distinct marketing approaches companies use based on size, revealing how large corporations differ from startups. The conversation also touches on the impact of AI on small firms and how it can revolutionize their customer acquisition. Additionally, the importance of effective marketing metrics in driving growth and budget allocation is discussed, emphasizing the agility smaller businesses have over their larger counterparts.

Jan 24, 2025 • 29min
Episode 19: Ads 101 With Deborah Wahl on Large Marketer Budgeting. PLUS Our Weekly Work on Netflix Ad Trends, P&G's Ad Spend, WPP's "Rebellion," and More.
Deborah Wahl, a legacy marketer known for her impactful roles at General Motors and McDonald's, shares her insights on resource allocation in marketing. She delves into the complexities of justifying new trends within budgets and discusses the dynamic landscape of large marketer strategies. The conversation touches on the significance of adaptability in agency partnerships and the importance of aligning marketing spending with company objectives. Plus, there's a fascinating look at the recent implications of regulatory actions on the advertising industry.

Jan 17, 2025 • 38min
Episode 18: A Critique of Mark Zuckerberg Comments To Joe Rogan and The Financial Analysis-Based Case For Diversity in Corporate Environments. Plus, Advertising 101: Marketing Procurement with Francisco Escobar
This week features Francisco Escobar, President and Founder of JFE International Consultants, a marketing procurement expert. He critiques Mark Zuckerberg's views on corporate diversity, emphasizing the necessity of balancing masculine and feminine leadership styles. The discussion further dives into how diverse teams can enhance financial outcomes, likening it to the efficient frontier in finance. Escobar shares insights into the complexities of marketing procurement and the importance of collaboration between marketing and procurement teams for better results.

Jan 10, 2025 • 25min
Episode 17: Meta "Censors" 3P Fact-Checks, Hulu-Fubo Implications, Indie Agency Trends PLUS: new Advertising 101 Series With Gerry D'Angelo
Join Gerry D'Angelo, a senior advisor at McKinsey and former global VP at Procter & Gamble, as he unpacks the latest shifts in the advertising landscape. They discuss Meta's controversial decision to end third-party fact-checking and the implications of major industry mergers like Disney's integration of Hulu and Fubo. D'Angelo shares insights on brand management evolution and the balance between specialization and centralization in organizations. Also, don’t miss his tips on personal branding for marketers navigating diverse markets.

Jan 3, 2025 • 12min
Episode 16: TikTok Ban, Omnicom-IPG, Marketer CEO/CFO Comments and More From 2024's Most Popular Posts
Each week on the M&W Podcast, we review Madison & Wall’s research and analysis to help listeners understand how the advertising business works. We explore how the economy and major trends impact the ad industry, delve into relevant accounting and finance concepts, and touch on advertising history.This week we review Madison and Wall's most popular pieces of research during 2024, which highlighted to us some of the year's most important issues to the industry, at least among our readers. These included multiple posts on TikTok, the Omnicom-Interpublic merger, and our analysis of packaged goods company CEO and CFO commentary

Dec 20, 2024 • 11min
Episode 15: The Certainty of More Uncertainty, Plus Sports Rights Up, Other Content Spend Down And More
Each week on the M&W Podcast, we review Madison & Wall’s research and analysis to help listeners understand how the advertising business works. We explore how the economy and major trends impact the ad industry, delve into relevant accounting and finance concepts, and touch on advertising history.This week we review news from the Federal Reserve (and its implications on advertising) as well as our recent work on content spending, packaged goods trends and more!

Dec 13, 2024 • 21min
Episode 14: New Streaming Video Strategies, IPG-Omnicom and More!
Each week on the M&W Podcast, we review Madison & Wall’s research and analysis to help listeners understand how the advertising business works. We explore how the economy and major trends impact the ad industry, delve into relevant accounting and finance concepts, and touch on advertising history.In this episode, Brian looks at a flurry of news relevant to the future of streaming video services and the relationships media conglomerates have with distributors, explores why Warner Bros. Discovery's break-up into two divisions is a bad idea and reviews the news of Omnicom buying Interpublic.