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.

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!

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.

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/.

Each week on the M&W Podcast, we review 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 looks at the read-throughs for the United States of the Canadian government forcing TikTok to cease local operations, finds how AI is getting used to inform fast food restaurant marketing and talks about new data points related to television advertising, ad tech, outdoor advertising and more.

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, 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 [email protected], or connect with him on LinkedIn.

Each week on the M&W Podcast, Olivia Morley and Brian Wieser discuss Madison & Wall's latest research and insights to uncover how the advertising industry really works. From economic indicators to ad history, we explore what’s moving the needle for agencies, marketers, and media companies.

In episode 8, Olivia and Brian dive into the latest agency holding company results and explore the consequences that would follow from recent academic research suggesting that some of the long-held principles of Byron Sharp's How Brands Grow - and the importance of reach - might be incorrect, as outlined in a recent podcast hosted by Australian trade publication Mi3 here.

Listen to this episode and future M&W Podcast episodes at https://feeds.captivate.fm/madison-and-wall/.

For more M&W insights, subscribe to our Saturday newsletter at madisonandwall.substack.com. Interested in advertising with us? Reach out to Olivia and Brian at [email protected] and [email protected].

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 works. We explore how the economy and its major indicators could impact the advertising industry; dig into relevant accounting and finance concepts; and overview ad history.

In episode 7, Brian guides listeners through current trends on retail sales and wage growth, then does a deep dive on Adobe's new AI-based video production and integrated martech + ad tech products. Plus, SMBs vs. large advertisers, agency holdco trends from Omnicom and Publicis, Netflix results reviewed and new marketer commentary.

Access more M&W research summaries and analysis by subscribing to our complimentary Saturday newsletter at madisonandwall.substack.com.

To share feedback or questions, learn about becoming a paid subscriber, or discuss advertising opportunities, reach out to Brian at [email protected], or Olivia at [email protected]. Or connect with them on LinkedIn at www.linkedin.com/in/oliviamorley/ and www.linkedin.com/in/brianwieser/.

Thank you for listening!

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 works. 

 We explore how the economy and its major indicators could impact the advertising industry; dig into relevant accounting and finance concepts; and overview ad history. 

In episode 6, Brian and Olivia guide listeners through Madison & Wall’s latest work on capital expenditure data for the media industry. Then, they talk about how the data illuminates which companies are investing in their futures and which are not. (This is particularly relevant in a world where changes driven by AI-based technologies could meaningfully impact the industry.)

The hosts also explain how M&W’s recently published data on the 50 largest advertising sellers in the United States can be evaluated by sector, on a quarterly basis. 

 Brian and Olivia wrap the episode with segments on automotive advertising trends and history, including a discussion of General Motors’ plans to further cut its marketing spend.

 Listen to this episode and future M&W Podcast episodes at https://madisonandwall.com/.

Access more M&W research summaries and analysis by subscribing to our complimentary Saturday newsletter at madisonandwall.com. 

To share feedback or questions, learn about becoming a paid subscriber, or discuss advertising opportunities, reach out to Brian at [email protected], or Olivia at [email protected]. Or connect with them on LinkedIn at www.linkedin.com/in/oliviamorley/ and www.linkedin.com/in/brianwieser/. 

Thank you for listening!