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.

Each week we review new economic data and our work from the past week. This week that new work includes new analyses of earnings results from Meta and Comcast as well as the latest comments from marketer CEOs and CFOs.

In addition, our Advertising 101 series continues with Gordon Ho, currently a Professor at USC and formerly a senior marketer at Disney, Princess Cruises and multiple start-ups

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 and part 3 with Deborah Wahl on the resource allocation choices marketers make (which you can listen to on episodes 17, 18 and 19 of The M&W podcast).

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.

Each week we review new economic data and our work from the past week. This week that new work includes a review of The FTC's action on PepsiCo (and implications for retail media), growth expectations for Omnicom-Interpublic, a variety of happenings at WPP, our analysis of and estimates for Netflix's advertising business, and our aggregation of the most relevant commentary from large marketers who reported earnings results in the past week (including P&G, American Express, Capital One, JP Morgan among others).

In addition, our Advertising 101 series continues with Deborah Wahl, best known from her time as global CMO of General Motors and at McDonalds USA. She's currently a board member of MediaOcean, ActionIQ and many other companies. In this episode we discuss how large marketers allocate their resources.

This follows on part 1 with Gerry D'Angelo where we discussed how marketers organize themselves and part 2 with Francisco Escobar on the role of marketing procurement (which you can listen to on episodes 17 and 18 of The M&W podcast).

Each week on the M&W Podcast, we discuss Madison & Wall’s latest research.  This week we review new economic data and our work from the past week. This week that includes a critique of comments made by Meta CEO Mark Zuckerberg on the topic of diversity in corporate environments along with a financial analysis-driven view in support of it.

In addition, after introducing our Advertising 101 series last week, this week our guest is J. Francisco Escobar, President & Founder of JFE International Consultants, one of the industry’s foremost experts on marketing procurement.   In this episode we explore how and why the marketing procurement function sets so many of the frameworks that define the decisions that marketers make with respect to their media and advertising activities.    

As always, we review new economic data and our work from the past week. This week that includes our research on Meta's elimination of third-party fact-checking, growth rates for independent agencies, the impact on advertising from Disney's combination of Hulu Live with Fubo and our expectations for what advertisers will do if a "ban" on TikTok takes effect in the United States.

In addition, starting with this week’s episode, we are introducing our Advertising 101 series, a multi-part (i.e. every week all year-long) tutorial that will explain how the industry really works and why money flows as it does.   We’re kicking things off with Gerry D’Angelo, currently a senior advisor at McKinsey and formerly the global VP of media at Procter & Gamble.  In our conversation, we explore how and why marketers organize themselves the way they do.   As much as anything we have produced to date, we guarantee it will be worth your while.  

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

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/.