Madison and Wall Podcast

By Madison and WallBusiness Investing Marketing

Madison and Wall Podcast episodes

September 26, 2025 Ep. 54: Kimmel's Return, Growth In Streaming Spending By Consumers, Read-Throughs on Auto Sector, New IRS Data Shows Large Marketers Outpace Small Ones, Accenture Earnings + More
We review our latest work of the week including read-throughs on the impact of the news impacting Jimmy Kimmel Live!, including the impact on streaming and subscription services in general (which would be poised to continue growing even if Disney didn't also announce price increases), an analysis of the current state of auto advertising, new data from the IRS indicating that SMBs are not driving advertising growth and more
12 min
September 19, 2025 Ep. 53: S4 + M&C Agency Read-Throughs, Retail Sales Trends + Implications of Jimmy Kimmel's "Pre-Emption"
We review our latest work of the week which includes our read-throughs on agencies from the S4 Capital and M&C Saatchi earnings results, a read-through on the economy from the latest retail sales data and the implications of the Jimmy Kimmel "pre-emption" on the broader advertising market.
11 min
September 12, 2025 Ep. 52: New Ad Forecasts! + Pharma Ads, Paramount-WBD, CPG Mayhem and More
We review our latest work of the week which includes a deep dive on our latest advertising forecasts for the United States and Canada + review our takes on new policy announcements related to pharmaceutical ads in the US, the potential for a Paramount-Warner Bros. Discovery merger and consequences of the significant corporate activity in the CPG space in recent weeks.
9 min
September 05, 2025 Ep. 51: Google’s Search Trial and New Marketer Trend Commentary
We review our latest work of the week, which included an interview with former Target and KraftHeinz media director Nick Jezerian, the latest comments from the world’s biggest marketers during investor events and our take on the Google Search trial’s ruling announced this week.
10 min
August 29, 2025 Ep. 50: Dentsu's Prospective Sale, Gap's Marketing Efficiencies and More
We review our latest work of the week, which included observations on inflation, Dentsu's prospective sale, the Gap's pursuit of more effective but less costly spending on marketing and more.
9 min
August 22, 2025 Ep. 49: Meta's Metrics, Retail Media Acceleration Vs. E-Com Deceleration, the Cord-Cutting "Singularity" and More
We review our latest work of the week, which included observations on the newest concerns about measurement problems at Meta, our analysis of retail media in 2Q25 (contrasted with e-commerce deceleration), our latest video services spending and cord-cutting data + more
9 min
August 15, 2025 Ep. 48: M&A in Broadcasting and Agencies, Dentsu + Globant 2Q25 Results and CPG Trends
We review our latest work of the week, which included observations on M&A in broadcasting with Tegna + Nexstar news, M&A in agency land with S4 Capital and MSQ, CPG trends as well as a review of Dentsu and Globant 2Q25 earnings results.
11 min
August 08, 2025 Ep. 47: The Trade Desk, Ad Tech, TV and More Ad Trends For 2Q25
We review our latest work of the week, which included observations on The Trade Desk, ad tech, TV ad trends and much more from the latest results from the advertising industry's second quarter of 2025.
16 min
August 01, 2025 Ep. 46: Meta and Other Company 2Q25 Results + Marketer Commentary Indicate Healthy Ad Market Despite Weakening Economy
We review our latest work of the week, which included an analysis of the latest results from Meta, Comcast, Pro7Sat1 and others, our take on comments from large marketers' CEOs and CFOs, plus how to interpret Stagwell's latest results and much more.
14 min
July 25, 2025 Ep. 45: Google 2Q25, Marketer Spend Trends, IPG Results and Global TV Advertising
We review our latest work of the week, which included an analysis of the latest results from Google, comments from large marketers' CEOs and CFOs, IPG's quarterly trends and early reads on the most recent quarter for global TV advertising
8 min

About Madison and Wall Podcast

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Madison and Wall's Brian Wieser and Luke Stillman digs into how the advertising business really works. Subscribe for analysis, insight and more about advertising, media and technology trends.