Madison and Wall Podcast

This week we review our latest work exploring digital services taxes in context of Canada-US trade disputes, the latest commentary from marketers' CEOs and CFOs on the impact of tarrifs on their businesses and more.

In this week's episode of the Madison and Wall podcast we review our latest work, including a review of the strategic choices broadcasters such as Canada's Corus, France's TF1 and Germany's RTL are making in the face of growing competition from streamers as well as the political reality facing global agency holding companies in the wake of last week's FTC consent decree.

In this week's episode of the Madison and Wall podcast we review our latest work, including publications on the impact of AI on agencies, news from Accenture related to its presence in media and corportate reorganization and several news items from ad tech relevant to the broader advertising industry.

In this week's episode of the Madison and Wall podcast we review what happens next for WPP in light of its CEO change, our newest advertising agency forecast, Warner Bros. Discovery's break-up, Bell Media’s ad tech partnerships, the future of TV/video buying and more.

In this week's episode of the Madison and Wall podcast we review our newest advertising forecast and some of the potential drivers of recent advertising strength in the US. We then explain why despite the upgraded forecast, many risks loom.

In this week's episode of the Madison and Wall podcast we review new economic news, discuss the impact of taxes on digital advertising, look at CPG industry growth rates and explore factors impacting the most recent quarter's ad market strength.

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 fo...

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, B...

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...

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 "...

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...

Each week on the M&W Podcast, we discuss new risks and opportunities for global agencies that follow from US government policies – especially in a world where tariffs on services may become more commonplace – as well as the latest results from S4, M&C Saatchi and more.   Plus, on this week's podcast, our Advertising 101 series continues with a focus on national TV and connected T...

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. On this week's podcast we review our newest advertising forecast, our recent research on the recent history of automotive advertising and provide read-throughs for the agency and advertising industries from Accenture's latest results. In addition, o...

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. On this week's podcast we review our newest advertising forecast, our recent research on the recent history of automotive advertising and provide read-throughs for the agency and advertising industries from Accenture's latest results. In addition, o...

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. On this week's podcast we look at the latest data on consumer sentiment, 2024's muted political advertising spending, our latest analysis on video services spending and cord cutting as well as Kantar's pending sale of its businesses. In addition, ou...

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. This week that new work includes analyses of the impact of tariffs (whether fully enacted or not) on auto industry advertising, the new IPO filing from MNTN and what is says about the opportunity (or lack thereof) for small and medium sized business...

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. This week that new work includes analyses of earnings results from Paramount, WPP, Stagwell and the broader agency industry (including our calculation of the industry's record levels of profitability!) In addition, our Advertising 101 series continu...

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. This week that new work includes analyses of earnings results from Globant and of important trends in marketing and media spending from many of the world's largest packaged goods companies, largely tied to presentations delivered at the past week's...

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. This week that new work includes new analyses of earnings results from ad-supported companies including The Trade Desk, Roku, Interpublic, Dentsu and marketers including Coca-Cola, Ford and many more. In addition, our Advertising 101 series continue...

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. This week that new work includes new analyses of earnings results from ad-supported companies including Google and Amazon, Publicis and Omnicom, Canada's Bell Media and many, many more. In addition, our Advertising 101 series continues with a focus...

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 1...

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...