Madison and Wall Podcast

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 Madison & Wall's latest advertising industry forecast for 2025 and beyond and reviews key themes for the sector from investor days hosted in recent weeks by major marketers P&G, Nestle and Unilever.Listen to this episode and future M&W Podcast episodes at https://feeds.captivate.fm/madison-and-wall/.

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 the latest e-commerce sales data, Comcast's non-strategic view of cable networks along with the history of USA Network, plus additional analysis on how an installation of RFK Jr. into the US government may lead to a meaningful negative financial impact on the real news business.Listen to this episode and future M&W Podcast episodes at https://feeds.captivate.fm/madison-and-wall/.

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 new economics data (turns out condiments are getting more expensive), Meta's big news week, our new analysis on consumer spending on video services and the history of pharmaceutical advertising in the United States, among other topics.Listen to this episode and future M&W Podcast episodes at https://feeds.captivate.fm/madison-and-wall/.

The podcast dives into the potential TikTok ban in Canada and its implications for U.S. competitors. There's a fascinating look at how AI is reshaping marketing strategies in fast food. The discussion shifts to the decline of national TV ad revenues and what that means for political advertising. Insights on outdoor advertising performance and the impact of regulatory changes on younger social media users also make waves. Lastly, it highlights Paramount's advertising trends and how ownership caps affect industry dynamics.

Each week on the M&W Podcast, Olivia Morley and Brian Wieser discuss Madison & Wall’s research and analysis to help listeners understand how the advertising business works. They 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 and Olivia break down the implications of the current political landscape on the advertising industry and explore the consequences for media owners and advertisers under potential new administrations. They also dig into the surprising outcomes of measuring attention metrics and why the definition of "attention” might need to evolve.Later, the hosts consider how AI-driven tools and their associated capital expenditures could alter the financial planning of tech giants. Plus, Olivia shares a history lesson on Havas, charting its transformation from 19th-century news bulletins to becoming one of today’s major global advertising players.And finally, they ponder the future of consumer interactions with technology and ask: Are we heading into an era where espresso machine bots choose products on our behalf?Listen to this episode and future M&W Podcast episodes at https://feeds.captivate.fm/madison-and-wall/.Access more M&W research summaries and analysis by subscribing to our complimentary Saturday newsletter at https://madisonandwall.substack.com/.To discuss advertising opportunities or provide feedback, reach out to Brian at brian@madisonandwall.com, or connect with him on LinkedIn.

This episode kicks off with lighthearted stories from a pumpkin patch trip and a mountain biking class. The hosts tackle the challenges of measuring economic growth in Europe. They dive into a heated debate on marketing reach, questioning long-held beliefs about brand growth. The conversation also unpacks trust issues in advertising, particularly in the oil sector. Finally, they explore the financial implications of various advertising expenses, linking historical marketing theories to current industry practices.

Delve into the intriguing connection between personal experiences and advertising trends, highlighting income inequality's impact on consumer behavior. Discover Adobe's groundbreaking AI in video production and the clash between holistic and specialized marketing tools. Uncover the struggles of small businesses against larger firms in the advertising landscape and the critical role of content investment. Additionally, contrast traditional software revenue vs. SaaS models, and learn from Adobe's evolution to Creative Cloud, illustrating the importance of long-term strategies.

Dive into the intriguing world of advertising and finance as the hosts explore Michigan's consumer sentiment and its surprising disconnect from actual spending behavior. Discover how tech giants like Amazon and Google are reshaping capital expenditures in the industry. Unravel the latest trends from the top 50 advertising sellers and learn about the implications of legal challenges facing major tech firms. Finally, examine the dramatic shift in automotive advertising, focusing on General Motors' cuts and its impact on smaller businesses.

Each week on the M&W Podcast, Olivia Morley and Brian Wieser discuss Madison & Wall's weekly research and analyses to help listeners understand how the advertising business really works. We talk through how the economy and its major indicators could impact the advertising industry; dig into accounting and finance concepts relevant to the ad industry; plus, overview ad history facts.In episode 5, Brian and Olivia talk listeners through Madison & Wall's list of the top 50 advertising sellers. Then, they analyze how the industry changed when digital newcomers such as Indeed or Zillow absorbed the classifieds market and what that means for today's news industry. Later, Olivia describes Madison & Wall's latest data on employment growth across independent agencies.Did you know: If classifieds were considered advertising, job-search company Indeed would appear just below TikTok on our list of top 50 ad sellers.Listen to this episode and future M&W Podcast episodes at https://feeds.captivate.fm/madison-and-wall/.Access more M&W research summaries and analysis by subscribing to our complimentary Saturday newsletter at https://madisonandwall.substack.com/. To learn about becoming a paid subscriber or advertising with us, reach out to Olivia and Brian at olivia@madisonandwall.com, and brian@madisonandwall.com. To share feedback or questions, learn about becoming a paid subscriber, or discuss advertising opportunities, reach out to Olivia and Brian directly at olivia@madisonandwall.com, and brian@madisonandwall.com or connect with them on LinkedIn at https://www.linkedin.com/in/oliviamorley/ and https://www.linkedin.com/in/brianwieser/.

Each week on the M&W Podcast, Olivia Morley and Brian Wieser discuss Madison & Wall's weekly research and analyses to help listeners understand how the advertising business really works. We talk through how the economy and its major indicators could impact the advertising industry; dig into accounting and finance concepts relevant to the ad industry; plus, overview ad history facts.In episode 4, Brian sizes the global marketing industry, while later, Olivia and Brian look into how companies define "marketing;" Brian analyzes Nike's business relative to category peers and determines that performance marketing isn't going anywhere, and more.Listen to this episode and future M&W Podcast episodes at https://feeds.captivate.fm/madison-and-wall/.Access more M&W research summaries and analysis by subscribing to our complimentary Saturday newsletter at https://madisonandwall.substack.com/. To learn about becoming a paid subscriber or advertising with us, reach out to Olivia and Brian at olivia@madisonandwall.com, and brian@madisonandwall.com. To share feedback or questions, learn about becoming a paid subscriber, or discuss advertising opportunities, reach out to Olivia and Brian directly at olivia@madisonandwall.com, and brian@madisonandwall.com or connect with them on LinkedIn at https://www.linkedin.com/in/oliviamorley/ and https://www.linkedin.com/in/brianwieser/.