On this week's M&W Podcast we review our take on the potential consequences for foreign capital investment that may follow from tax policy changes in the US, go over new TV data we published on pay TV subscriptions, video ad loads and video spending and assess the news of Publicis' acquisition of a new influencer agency.

On this week's M&W Podcast review the latest retail sales data and its read-throughs for the economy, Walmart’s advertising business, our take on the Upfronts, Netflix’s latest data point on ad-supported subscribers, the latest results from Dentsu and Globant and more.

On this week's M&W Podcast, we provide our regular take on new economic data, advertising industry earnings results and more. We also summarize our original research of the week. Plus, our Advertising 101 series continues with a focus on digital advertising – and programmatic advertising in particular – with Dentsu Media’s global addressable lead, Zac Selby.

On this week’s M&W Podcast we summarize our take on the latest GDP data, a critique of Mark Zuckerberg’s take on how AI-driven advertising will impact GDP, second quarter ad results and much more. Plus, on this week's podcast, our Advertising 101 series continues with a focus on digital advertising with Scott Ensign, chief strategy officer of independent agency Butler/Till.

This follows the past eight weeks where we explored the role of agencies (Ep. 23 with Macquarie Securities' Tim Nollen, the function of global account leads (Ep. 24 with Heartmore's Carl Hartman), media agencies (Ep. 25 with Boston University professor Janna Greenberg), media planning (Ep. 26 with Scott Wensman), media research (Ep. 27 with Stacey Schulman), national TV and CTV buying (Ep. 28 with Todd Gordon), local TV (Ep. 29 with Janice Finkel-Greene), outdoor advertising (Ep. 30 with Keith "Kappy" Kaplan) and our first segment on digital advertising at agencies (Ep. 31 with Martin Galvin from Calm Media). Our first six parts focused on marketers and how they allocate resources (you can listen to these interviews on episodes 17-22 of The M&W podcast).

On this week’s M&W Podcast, no Ads 101 - back soon! - we review the meaning of the latest consumer sentiment data for the advertising industry and summarize the work we did this week which included the following pieces:

Large Marketer CEO and CFO Commentary for Week Ending April 25, 2025: Capital One,

Colgate, Keurig Dr. Pepper, P&G + Unilever

IPG's Overall 1Q25 Results Weak As Expected, But Likely

Better Than Omnicom's Excluding Three Major Client Losses

WPP's Soft 1Q25 Results As Global HoldCos Collectively Up 1.0% During Quarter

Comcast 1Q25 Shows Soft TV Ad Trends

Google's 1Q25 Saw Great Growth, But Risks to Outlook Ahead

On this week’s M&W Podcast we summarize our take on what happens if Meta and Alphabet are forced by courts to sell parts of their businesses, the latest earnings results from Publicis and Omnicom and hear from Greg McLelland, Madison and Wall's new General Manager of Canada / CRO Advisory Practice Lead.

Plus, on this week's podcast, our Advertising 101 series continues with a focus on digital advertising With Martin Galvin, Co-Founder of Calm Media Investments (a provider of forward media investment programs). Prior to that he ran the Agency commercial program at Pinterest, having previously led Digital investment for GroupM in the UK.

This follows the past eight weeks where we explored the role of agencies (Ep. 23 with Macquarie Securities' Tim Nollen, the function of global account leads (Ep. 24 with Heartmore's Carl Hartman), media agencies (Ep. 25 with Boston University professor Janna Greenberg), media planning (Ep. 26 with Scott Wensman), media research (Ep. 27 with Stacey Schulman), national TV and CTV buying (Ep. 28 with Todd Gordon), local TV (Ep. 29 with Janice Finkel-Greene) and outdoor advertising (Ep. 29 with Keither "Kappy" Kaplan). Our first six parts focused on marketers and how they allocate resources (you can listen to these interviews on episodes 17-22 of The M&W podcast).

On this week’s M&W Podcast we summarize our analysis of near-term scenarios for the economy and advertising industry, explore what an EU tax on digital advertising would do, what a tarrif on pharmaceutical advertising would do, Havas' latest results and much more.

Plus, on this week's podcast, our Advertising 101 series continues with a focus on outdoor and out-of-home advertising with Keith "Kappy" Kaplan, an advisor, investor and industry executive - including as global CEO of WPP's out-of-home buying division, Kinetic.

This follows the past seven weeks where we explored the role of agencies (Ep. 23 with Macquarie Securities' Tim Nollen, the function of global account leads (Ep. 24 with Heartmore's Carl Hartman), media agencies (Ep. 25 with Boston University professor Janna Greenberg), media planning (Ep. 26 with Scott Wensman), media research (Ep. 27 with Stacey Schulman), national TV and CTV buying (Ep. 28 with Todd Gordon) and local TV (Ep. 29 with Janice Finkel-Greene). Our first six parts focused on marketers and how they allocate resources (you can listen to these interviews on episodes 17-22 of The M&W podcast).

On this week’s M&W Podcast we summarize our analysis of high ad-intensity categories of imports, the specific impact of announced tariff policies on Amazon, Meta and the broader industry, review Stagwell’s investor day and look at new data we published around independent agencies.

Plus, on this week's podcast, our Advertising 101 series continues with a focus on local TV and radio buying with Janice Finkel-Greene, a former IPG executive and consultant to measurement companies.

This follows the past six weeks where we started diving into the role of agencies on Ep. 23 with Macquarie Securities' Tim Nollen, Ep. 24 with Heartmore's Carl Hartman where we focused on the function of the global account lead, on Ep. 25 on media agencies with Boston University professor Janna Greenberg, on Ep. 26 on media planning with Scott Wensman and Ep. 27 on media research with Stacey Schulman and Ep. 28 on national + CTV advertising with Todd Gordon. Our first six parts focused on marketers and how they allocate resources (you can listen to these interviews on episodes 17-22 of The M&W podcast).