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Brian admits he got it wrong and (sort of) eats his own words as he and Kate break down the implications of Netflix's announcement that it will consider creating an ad-supported offering. Then, a quick update on the latest in Musk v. Twitter and Denise Ocasio (Executive Director, Investment at Mindshare) and Jessica Brown (Director, Digital Investment at GroupM) join the show to explain the intricacies of the TV upfronts.
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Music credit: Joseph McDade
Brian and Kate discuss the latest twists and turns in Elon Musk's quest for Twitter. Kate takes a look at “Tata Neu,” Tata’s new super app. We talk through the latest economic data and the potential for interest rate hikes to interfere with America’s greatest pastime: mortgage refinancing. And brand safety makes a surprise cameo appearance in the premiere of The Kardashians.
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Music credit: Joseph McDade
Brian and Kate discuss Elon Musk’s investment in Twitter and the nuances of free speech in a monetized environment. Brian reads the management team tea leaves in the Discovery Warner acquisition and we get into the proposed privatization of Channel 4 in the UK. Kate discusses the findings of our groundbreaking new report on AI in advertising and chats with Daniel Hulme, WPP’s Chief AI Officer, about the impact of AI on advertising and marketing in the coming years.
Music credit: Joseph McDade
Kate and Brian talk about the proposed Nielsen sale and why everyone should expect to pay more for better research. Kate quizzes Brian on the latest Y Combinator class as a preview of advertisers to come, and Brian interviews Ari Paparo on the morality of ad tech tracking and digital advertising.
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Music credit: Joseph McDade
Brian and Kate discuss the implications of the EU's Digital Markets Act. Brian debuts new data on concentration in the advertising industry and Kate discusses what a global shopping mall could look like. Brian contemplates the taste of an NFT.
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Music credit: Joseph McDade
Kate and Brian reflect on lessons for advertising from the buffet of new TV shows about startup brands behaving badly, the role of boards, and the importance of skepticism. Kate weighs in on the latest retail sales data out of the US and China. Brian looks at advertising spend among digital endemics. Kate makes her pick for the NCAA tournament.
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Music credit: Joseph McDade
Brian shares new research into the impact of crude oil prices on advertising. Kate reviews the diversity of media company boards and, following the Morgan Stanley TMT conference, Brian and Kate discuss what was said, or not said, by Netflix, Fox and Meta.
Music credit: Joseph McDade
In this episode Brian talks all things video, from cord-cutting and consumer spending on video, to studio content spending and results from ITV and Pro7Set1. Kate speaks with Antenna CEO Jonathan Carson about the state of streaming subscriptions in the US and looks ahead to International Women's Day next week.
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Music credit: Joseph McDade
Brian and Kate touch on the unfolding crisis in Ukraine and its potential macroeconomic implications. Kate shares takeaways from tech company earnings reports and Brian gives a read out on consumer packaged goods trends following this week’s CAGNY conference. Plus Kate reads a magazine and Brian weighs in on the audience for Formula1.
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Music credit: Joseph McDade
Brian and Kate talk about the latest e-commerce sales numbers, “Peak TV,” the vibe shift at Meta, and compare time spent on Facebook vs TikTok. Plus Kate talks to another small business owner.
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Music credit: Joseph McDade
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