Podcasts about ttd

In today's MadTech Daily, we cover Publicis and TTD settling dispute, The Advertising Association unveiling a new global identity, and Coupang being hit with a record fine over a data breach.

How do we pass down a vibrant, lasting faith to the next generation in a world full of distractions? In this episode, we sit down with Angie Tolpin to explore the essential, everyday spiritual disciplines that help families build a lasting legacy of faith. Leslie and Angie will discuss what it truly means to cultivate a faith-driven home—moving past the screen and digging into the messy, beautiful reality of family discipleship. From the vital role of physical church attendance to practical tips for reading Scripture aloud with your kids, Angie shares actionable steps to help your children transition from simply knowing about God to truly loving Him within a biblical community. IN THIS EPISODE, YOU WILL LEARN: Reclaiming the Local Church: Why watching a sermon online isn't a substitute for being the hands and feet of Christ in person. Scripture in the Home: Practical strategies for reading, discussing, and normalizing the Bible with children of all ages. The Power of Praying Scripture: How to move past generic prayers and actively pray God’s Word over and with your kids. Worship and Service as a Family: The profound impact children experience when they watch their parents serve others and worship freely. Fostering Biblical Community: Building a network of accountability and authentic relationships that “stir one another up to love and good works.”   RESOURCES MENTIONED: Find out more about Angie Tolpin Get the Courageous Parenting Book on Amazon. Follow Angie on Instagram Learn more about Courageous Mom Find out more about Be Courageous Ministry TTD365 Membership– Were you not able to join us at TTD this year? TTD365 is like having a homeschool convention in your pocket! Don’t miss out on the encouragement. Listen to all sessions through our membership!  ABOUT THE GUEST:  Angie is an author & teacher at heart. Married to Isaac for 26 years, Angie has been homeschooling their nine children for 22 years and is expecting her fifth grandchild! The Tolpins are the founders of BeCourageousMinistry.org, host the Courageous Parenting podcast, and offer many biblical resources, including the Parenting Mentor Program, which has impacted thousands of legacies.   PODCAST SPONSOR: Hey homeschool families! I want to tell you about HF Homeschool. It's a free, online guide to help you start a Christian homeschool group or co-op. You can go at your own pace, and if you finish the coursework, HF will even fund a mentor—a free coach to help your homeschool thrive. They're also sponsoring the Teach Them Diligently conference, packed with workshops, resources, and fellowship with other Christian homeschool families. It's a great way to connect, learn, and be encouraged in your homeschool journey.   Check it out and sign up today at hfhomeschool.com!

As we enter Pride Month, conversations around identity, gender, and family dynamics are more prevalent than ever. This week, we sit down with Walt Heyer for a deeply personal and candid conversation that serves as a valuable tool for families navigating these complex topics. Walt shares his firsthand journey through gender dysphoria and cross-dressing, shedding light on how early childhood trauma can profoundly impact identity development. Together, we explore the historical context of gender treatments, the critical role of therapeutic support, and the long-term consequences of hormonal interventions. Walt emphasizes why active parental involvement is crucial and advocates for a deeper understanding of the root causes behind gender dysphoria. Rooted in a message of faith, healing, and redemption, this episode encourages families to foster open, honest conversations at home. Listener Note: This episode contains mature themes and discussions surrounding trauma and medical interventions that may not be suitable for children. Parental discretion is advised.   IN THIS EPISODE, YOU WILL LEARN: Early Roots of Identity Struggles: Walt’s experience with cross-dressing began at a young age, highlighting how early these complex issues can manifest in a child’s life. Psychological Impact: Cross-dressing and related behaviors can lead to significant and lasting psychological harm. Historical Context: There is an established historical precedent for gender dysphoria treatments that helps frame modern approaches. Risks of Medical Intervention: Hormonal treatments can carry severe, long-term physical and psychological consequences. The Vital Role of Parents: Active, intentional parental involvement is absolutely crucial when addressing a child’s internal struggles. Vetting Professional Help: Parents must carefully vet therapists and counselors to ensure they are truly helping uncover the truth rather than just affirming a symptom. Addressing the Source: It is essential to understand and address the underlying root causes—such as childhood trauma—rather than just treating the surface-level identity issues. The Power of Faith: Faith and spiritual redemption can play a deeply transformative role in an individual’s recovery and healing journey. A Legacy of Support: Through his website and personal counseling, Walt has successfully helped thousands of individuals and families navigate these struggles. A Call to the Church: The church has a distinct responsibility to actively support, equip, and walk alongside families facing these modern challenges.   RESOURCES MENTIONED: Find out more about Walt Heyer Books by Walt Heyer TTD365 Membership– Were you not able to join us at TTD this year? Don’t miss out on the encouragement. Listen to all sessions through our membership!    ABOUT THE GUEST:  Walt Heyer's male identity was fractured at an early age when his grandmother cross-dressed him in secret and affirmed how cute he looked as a girl. That led to other abuse, physical and sexual. In adulthood, Walt internally identified as a girl, continued to cross-dress, and drank to excess. Even so, Walt married, had children, and successfully climbed the corporate ladder until his ongoing distress caused him to seek a gender therapist who told him cross-sex hormones and “gender reassignment surgery” were the answer.   At age 42, Walt had the terribly destructive surgery and for the next 8 years, identified as a woman. But through a dramatic encounter with Jesus, Walt found redemption and healing. Walt has dedicated the last 20 years of his life helping thousands of people who identified as transgender and boldly sharing God's truth with compassion.   Walt serves as Senior Fellow at Family Research Council in Washington DC and recently published his eighth book, co-authored with Jennifer Bauwens, Ph.D., called Embracing God's Design—Addressing the Spiritual and Psychological Crisis Behind Transgender Identity.     PODCAST SPONSOR: What makes children great artists? They're born to create! From mud kitchens to blanket forts, paper airplanes, and more, kids love being creative! Art empowers your child to dream, to wonder, to pick up the paintbrush of their imagination. They want to discover, explore, and bring ideas to life on the palette or page. Creating a Masterpiece offers award-winning online step-by-step fine art lessons trusted by parents and recommended by Celebrate Kids, Simply Charlotte Mason, Teach Them Diligently, Ginger Hubbard, and many more.   Give your child the gift of art by visiting creatingamasterpiece.com.

Aside from parents, grandparents hold some of the highest potential for influence in a child’s life. But in today's rapidly changing culture, navigating family dynamics, physical distance, and the delicate line between supporting and overstepping can feel like a minefield. In this episode, Leslie Nunnery sits down with Lori Wildenberg to explore the beautifully vital role of intentional Christian grandparenting. Together, they unpack the unique challenges modern grandparents face, the immense power of organic faith conversations, and the essential roles that humility and respect play when partnering with your adult children. Whether you are a grandparent looking to leave a lasting spiritual legacy, or a parent wanting to foster a healthier relationship between your children and their grandparents, this conversation offers deeply practical wisdom and biblical encouragement for the whole family.   IN THIS EPISODE, YOU WILL LEARN:  A Powerful Position of Influence: Outside of a child’s parents, grandparents have the highest potential for meaningful, long-term influence in a grandchild’s life. Partnership Requires Respect: Effective grandparenting relies on a foundation of strong, healthy relationships with your adult children and their spouses. Cultivating this bond requires humility, respect for their household rules, and a willingness to avoid overstepping boundaries. The Power of Asking: One of the most supportive steps a grandparent can take is to directly ask their adult children, “How can I best support and help you right now?” rather than assuming what they need. Organic Faith Conversations: Nurturing a spiritual legacy doesn’t require formal lectures. Instead, faith is most effectively caught through everyday, organic conversations and observing a grandparent’s authentic walk with God. Navigating Modern Challenges: Modern grandparents must be intentional to overcome unique contemporary hurdles, such as physical distance, busy family schedules, and rapidly shifting cultural dynamics. Prayer as a Primary Tool: When physical distance or family dynamics limit quality time, consistent, intentional prayer remains a grandparent’s most powerful tool for protecting and supporting the next generation.   RESOURCES MENTIONED: Learn more about Lori Wildenberg and her ministry Grandparents Make Grand Partners Messy Hope Messy Journey: How Grace and Truth Offer the Prodigal a Way Home The Messy Life of Parenting TTD365 Membership– Were you not able to join us at TTD this year? Don’t miss out on the encouragement. Listen to all sessions through our membership!    ABOUT THE GUEST:  Lori Wildenberg, licensed parent and family educator, author, and national speaker, is passionate about helping families build connections that last a lifetime and beyond. Lori is the author or co-author of seven books including the newly released Grandparents Make Grand Partners: How to Have an Eternal Impact on Your Grandchild's Life and the award-winning Messy Hope: Help Your Child Overcome Anxiety Depression, or Suicidal Ideation. Lori is married to her college sweetheart, Tom. They have four adult children, 3 in-laws, and 5 grands. A perfect day in Lori's world is a hike with Tom, any combination of family members, and Toby the family goldendoodle. The Wildenberg home is nestled in the foothills of the Rocky Mountains. loriwildenberg.com   PODCAST SPONSOR: Looking for a Christ-centered education for your family? Liberty University offers K-12 through college options, building a solid biblical foundation at any stage. Since 2007, Liberty University Online Academy (LUOA) has served over 60,000 students with flexible, self-paced K-12 programs. Students can get a head start on college with dual enrollment and then get a scholarship for 50% off residential tuition at Liberty University. LUOA is not raising tuition for 2025-26, and they offer discounts for military, first responders, and more. VisitLiberty.edu/TTD to learn more and apply today.  

The 2026 FIFA World Cup, which is scheduled to take place from June 12 to July 20, is emerging as a major global marketing stage for Chinese brands seeking to expand overseas, as fragmented viewing habits and digital advertising tools reshape how companies participate in top-tier sports events.2026年国际足联世界杯将于6月12日至7月20日举行。随着观众收视习惯日趋碎片化，数字广告工具改变企业参与顶级赛事的方式，本届世界杯正成为中国品牌拓展海外的重要全球营销平台。The tournament, jointly hosted by the United States, Canada and Mexico, is expected to attract more than 6 billion viewers worldwide, with overall exposure projected to rise 20 percent from the previous soccer World Cup, according to a recent survey by global advertising technology company The Trade Desk.全球广告技术公司萃弈（The Trade Desk）最新调查显示，本届赛事由美国、加拿大、墨西哥联合举办，预计将吸引全球超60亿观众，整体曝光量较上届世界杯增长20%。Chinese companies increasingly see the World Cup as more than just a platform for logo exposure. They are going to use the event to strengthen global brand recognition through technology, streaming platforms and social media.中国企业不再将世界杯仅视为品牌展示平台，而是借助赛事、通过技术、流媒体平台与社交媒体提升全球品牌知名度。"Top-tier sporting events are helping Chinese brands enter a more advanced stage of globalization," said Wang Xueli, director of Tsinghua University's Center for Development of Sports Industry.清华大学体育产业发展研究中心主任王雪莉表示：“顶级体育赛事正推动中国品牌进入全球化更高阶段。”"In the past, many Chinese companies mainly wanted to build basic brand awareness. But now, through top global events such as the World Cup, they are trying to strengthen their position in mid-to high-end markets and showcase their technological capabilities."“过去，中国企业多以提升基础品牌认知为主。如今，通过世界杯等全球顶级赛事，企业正着力巩固中高端市场地位，展现技术实力。”TTD's survey found that audience behavior around the upcoming tournament is becoming increasingly fragmented. At least one-third of viewers plan to follow matches through multiple channels, including traditional television, sports apps, connected TV platforms and short-form video content.萃弈调查显示，本届世界杯观众观赛行为更趋碎片化，至少三分之一观众将通过传统电视、体育应用、联网电视及短视频等多渠道观赛。In North America, 45 percent of US respondents and 47 percent of Canadian respondents said that they would use sports apps to follow the event, while more than 40 percent in both countries planned to consume content through connected TV and streaming platforms.北美地区，45%的美国受访者和47%的加拿大受访者表示将通过体育应用关注赛事，两国均有超四成观众计划通过联网电视与流媒体平台收看内容。"The World Cup is evolving from a 90-minute match into a long-cycle content ecosystem spanning pre-match buildup, live interaction and post-match engagement," said Ashley Wu, senior director of business development at TTD China. "That creates new opportunities for Chinese brands to build sustained connections with overseas consumers."萃弈中国业务发展高级总监吴昱霖表示：“世界杯正从90分钟赛事，演变为覆盖赛前预热、直播互动、赛后联动的长周期内容生态，为中国品牌与海外消费者建立持久联系创造新机遇。”The changes are also lowering barriers for smaller brands.这一变化也降低了中小品牌的参与门槛。Previous soccer World Cups were largely dominated by multinational sponsors who spent heavily on stadium exposure and naming rights. But artificial intelligence-driven advertising, streaming platforms and social media now allow smaller companies to target overseas consumers more precisely and at lower cost.往届世界杯多由跨国赞助商主导，企业重金投入赛场广告与冠名权益。如今，人工智能广告、流媒体平台与社交媒体让中小企业得以更低成本精准触达海外消费者。"Sports marketing is no longer only about sponsoring a team or buying billboard space," Wu said. "Even brands without huge budgets can now reach highly specific audiences through multi-channel campaigns."吴昱霖称：“体育营销不再局限于赞助球队或投放广告牌，即便预算有限的品牌，也能通过多渠道传播触达精准受众。”Platforms such as TikTok and Instagram have pushed sports content far beyond core soccer fans, helping brands reach younger and female consumers. TTD's survey found that women now account for nearly half of viewers in several European markets, while Gen Z audiences in Spain and Italy showed engagement levels above 90 percent.抖音、Instagram等平台让体育内容突破核心球迷群体，助力品牌触达年轻用户与女性消费者。萃弈调查显示，欧洲多个市场女性观众占比接近半数，西班牙、意大利Z世代观众参与度超90%。China's established global brands are also embedding themselves into tournament operations.中国成熟的全球化品牌也深度参与赛事运营。Hisense, the official display technology partner for the tournament's video assistant referee system, will supply RGB Mini LED displays for FIFA VAR centers. Meanwhile, Lenovo is deploying more than 10,000 devices and more than 200 engineers across all 16 venues, introducing AI-powered "digital twin" technology capable of generating 3D virtual replicas of players and match situations.海信作为本届世界杯视频助理裁判系统（VAR）官方显示技术合作伙伴，将为国际足联VAR中心提供RGB Mini LED显示屏。联想则在全部16座赛场部署超万台设备与200余名工程师，应用AI数字孪生技术，生成球员与赛场场景的3D虚拟模型。Analysts say such partnerships reflect a broader shift in how Chinese companies engage with global sports events.分析人士指出，此类合作反映出中国企业参与全球体育赛事的模式正在发生深刻转变。"Chinese firms are no longer simply buying advertising boards around stadiums," Wang from Tsinghua University said. "They are becoming part of the technological infrastructure behind major international sporting events."清华大学王雪莉表示：“中国企业不再只是购买场边广告位，正成为国际大型赛事技术支撑体系的重要组成部分。”For Chinese companies, the appeal of global sports marketing may also lie in its relative stability during a volatile global geopolitical and economic environment.对中国企业而言，全球体育营销的吸引力还在于，在全球地缘政治与经济环境波动背景下，其具备相对稳定性。"Whether it's tariffs or geopolitical tensions, sports remain one of the few globally positive and emotionally resonant topics," Wu from TTD China said. "For Chinese brands trying to build long-term international recognition, that kind of certainty has become increasingly valuable."萃弈中国吴昱霖表示：“无论关税还是地缘冲突，体育都是全球范围内少有的积极且能引发情感共鸣的话题。对致力于打造长期国际影响力的中国品牌而言，这种确定性愈发珍贵。”In the first quarter of the year, China's overall outbound direct investment rose 8.9 percent year-on-year to $44.53 billion, according to official data.官方数据显示，今年一季度，中国对外直接投资同比增长8.9%，达445.3亿美元。dominate /ˈdɒmɪneɪt/主导，掌控sponsor /ˈspɒnsə(r)/赞助商v.赞助resonant /ˈrezənənt/引发共鸣的embed into /ɪmˈbed ˈɪntuː/深度融入；参与digital twin technology /ˈdɪdʒɪtl twɪn tekˈnɒlədʒi/数字孪生技术

How does parental divorce impact adult relationships later in life? In this eye-opening interview, Kent Darcie shares his personal journey from experiencing parental divorce to becoming a dedicated advocate and resource for adults and couples affected by it. Whether you are dating, preparing for marriage, or looking to strengthen your current relationship, this episode offers practical guidance on healing, specialized premarital preparation, and building a healthy marriage rooted in faith.   IN THIS EPISODE, YOU WILL LEARN: The Hidden Impact: How parental divorce silently affects trust, communication, and vulnerability in adult relationships. Tailored Premarital Counseling: Why standard premarital prep often overlooks the unique hurdles faced by adults with divorced parents. Emotional Reprogramming: Practical steps for identifying, healing, and changing negative beliefs and emotional wounds left behind by divorce. Building a Strong Foundation: How to use biblical principles and intentional conversations to establish a thriving, healthy marriage. Equipping Families & Churches: Available resources and support networks designed for children and adults of divorce.   RESOURCES MENTIONED: Hope4ADP.com Choose a Better Path (Book) Divorce Care Program Divorce Care for Kids TTD365 Membership– Were you not able to join us at TTD this year? Don’t miss out on the encouragement. Listen to all sessions through our membership!    ABOUT THE GUEST:  Kent Darcie, founder of Adult Children of Divorce Ministries, is committed to breaking the cycle of divorce among adults with divorced parents. Kent received his Masters in Counseling Psychology from Moody Theological Seminary and is a Licensed Professional Counselor. He authored “Choose a Better Path: Overcoming the impact of Your Parents' Divorce which is a devotional that helps adults with divorced parents identify and process issues (i.e. anger, mistrust, fear of abandonment, father hunger) created by their parents' divorce. Since 2004, Kent has written and spoken extensively on the impact of parental divorce that continues after their kids are grown. He is also addressing the latest wrinkle in parental divorce, Gray Divorce, which occurs after the children have grown. Kent's newest book is “Preparing to Say ‘I do’ When Parents said ‘I don't’: A Premarital Guide for Adults with Divorced Parents”. Kent has been married to his high-school sweetheart, Kathy, for over 40 years. They have three adult children and live in Southeast Michigan.     PODCAST SPONSOR: The need of the hour is not simply more educated people—but grounded leaders. We need men and women with the courage to stand for truth in a culture that's drifting. At Bob Jones University, we live that out through the BJU Promise—to prepare each student to pursue a higher calling. We anchor students in truth through a biblical worldview across every discipline. We mentor them in wisdom through faculty who invest personally in their growth. And we strengthen their faith through intentional discipleship, meaningful community, and daily opportunities to walk with Christ. It's why homeschool families love BJU—over 30% of our students come from homeschool backgrounds and they would love to meet you and share what God is doing at Bob Jones University. Schedule your visit at BJU.EDU.  

The landscape of faith-based learning has shifted dramatically in recent years. What was once a choice between traditional private schools and homeschooling has expanded into a vibrant ecosystem of micro schools, co-ops, and hybrid models. In this episode, we sit down with Jonathan Edmondson from the Herzog Foundation to explore the post-COVID boom in Christian education. Jonathan shares how the “modern one-room schoolhouse” is making a comeback and why parents are more empowered than ever to shape their children’s learning environments. Whether you are a parent looking for better options or an educator with a dream to start something new, this conversation provides the roadmap and the resources to make it happen.   IN THIS EPISODE, YOU WILL LEARN: The Post-COVID Shift: Why Christian education is experiencing unprecedented growth and how the “new normal” favors parental involvement. The Rise of Micro Schools: Understanding how these intimate, flexible learning environments offer a “modern one-room schoolhouse” experience. Empowering Parents & Educators: How the Herzog Foundation is removing the barriers to entry for starting new faith-based programs. Practical Steps to Start: Insights into the Herzog Foundation’s free eight-step online training process for school startups. A Shared Mission: Why the future of Christian education depends on community-driven, innovative solutions.   RESOURCES MENTIONED: Herzog Foundation TTD365 Membership– Were you not able to join us at TTD this year? Don’t miss out on the encouragement. Listen to all sessions through our membership!    ABOUT THE GUEST:  Jonathan Edmondson is the administrator of the SchoolBox and HF Homeschool programs at the Herzog Foundation, which have supported over 500 Christian school and homeschool launches in the past three years. A product of Christian education himself, Jonathan is a believer and advocate of a child's education including Christian morality and discipleship, in addition to rigorous academic standards.   PODCAST SPONSOR: Hey homeschool families! I want to tell you about HF Homeschool. It's a free, online guide to help you start a Christian homeschool group or co-op. You can go at your own pace, and if you finish the coursework, HF will even fund a mentor—a free coach to help your homeschool thrive. They're also sponsoring the Teach Them Diligently conference, packed with workshops, resources, and fellowship with other Christian homeschool families. It's a great way to connect, learn, and be encouraged in your homeschool journey. Check it out and sign up today at hfhomeschool.com!  

The Trade Desk (NASDAQ:TTD) is down 67% over the last 12 months — one of the biggest falls from grace for a stock that was once a Wall Street darling. Simon Erickson digs deep into Q1 2025 earnings, the slowing revenue growth (from 25% to just 12% year-over-year), and the second quarter guidance of only 8% top-line growth. Is this a temporary macro headwind — or is something more structural breaking down inside the programmatic advertising industry?Simon breaks down the key competitive threat: Amazon (NASDAQ:AMZN) has entered The Trade Desk's backyard with its own demand-side platform, undercutting TTD's ~20% take rate with pricing closer to 10-12%. Plus, major customers like Walmart (NYSE:WMT) and Netflix (NASDAQ:NFLX) are now diversifying away from exclusive Trade Desk relationships. But here's the bull case — The Trade Desk is still the only fully independent, open-internet DSP in a $1 trillion global advertising market, and CEO Jeff Green is launching agentic AI campaigns and Open Path to dramatically reduce the inefficiency that costs advertisers 45 cents of every ad dollar today.Simon's discounted cash flow analysis suggests TTD shares — currently trading around $21-22 — could be worth $40 or more by end of 2027 if ad budgets recover and growth resumes to 15-17% by end of decade. Plus, a preview of Wednesday's show: Rocket Lab (NASDAQ:RKLB), which 7Investing recommended at $4 and has since climbed to $100 a share.

Join Jason and Jeff for the May First Fridays stream as they review the Portfolio Contest leaderboard, debate Duolingo's AI risks, and unpack the Starbucks turnaround under Brian Niccol.02:01 Gemini Promo Video Fails04:11 Portfolio Contest Update09:44 Late Entries Penalty Tab11:38 Ratings Reviews Push13:46 Title Month Mixup17:21 Duolingo Earnings Debate22:43 AI Efficiency Threats24:56 SaaS Risk Positioning26:40 Gemini Video Fail30:18 AI Thumbnail Drama33:14 Starbucks Turnaround Signs37:19 China Strategy Shift40:44 Operational Fixes Ahead42:47 Disruption Beyond Rivals43:49 Earnings Season WinnersCompanies mentioned: AMD, AMZN, BE, DUOL, FIX, GOOG, GOOGL, HOOD, IBM, KNSL, LKNCY, MELI, META, NOW, ROKU, SBUX, SOFI, TTD, TXN, VRTFind where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader

This week, Ari Paparo sits down with Andrew Casale, CEO of Index Exchange, for a detailed look at the company's latest push into cloud containerization. The discussion explores how deploying DSPs and data applications directly inside Index's cloud infrastructure could reframe economic and technical dynamics across programmatic advertising. Key themes include maturing industry standards (ARTF), how the move impacts privacy, data security, and efficiency, and the wider implications for buyers and partners. Ari and Andrew break down technical trade-offs, the economic upside, and what shifting core infrastructure into exchange clouds could mean for the future of bidding, measurement, and AI-driven performance. The episode also delivers a recap of the Possible event and analyzes current trends: ad tech consolidation, the expanding footprint of CTV and commerce media, identity solution shifts, and ongoing investment in AI and cloud from major platforms. If you want a practical take on current ad tech developments and where things are headed, this conversation is worth your time. Guests: Ari Paparo, Andrew Casale Chapters 00:00 Possible event recap and industry themes 02:00 Ad tech maturity and consolidation trends 05:00 AI, measurement, and optimism in the market 07:10 Episode format and upcoming interview preview 10:28 Big Tech earnings overview begins 10:43 Meta performance and AI driven growth 15:44 Google, Microsoft, and Amazon cloud surge 18:28 Key announcements from Possible 18:58 Pinterest data expands into CTV 19:54 PayPal launches deterministic Ad ID 21:12 TTD and commerce media integrations 23:03 Walmart pushes into CTV and SMB market 24:19 Magnite introduces agentic AI tools 26:03 HighTouch funding and CDP evolution 27:53 Universal Commerce Protocol adoption 29:45 Interview with Andrew Casale begins 30:47 Index Exchange containerization explained 33:16 Cost and speed advantages of edge compute 35:16 Agentic frameworks and future potential 39:03 DSP orchestration challenges 41:11 Privacy and data control benefits 44:29 Future of bidding and exchange infrastructure Learn more about your ad choices. Visit megaphone.fm/adchoices

Jonathan Carson, Co-founder and CEO of Antenna, discusses how measurement in streaming is evolving and why it remains inconsistent across platforms. With experience from Nielsen, The Trade Desk, and Vevo, he shares how subscription data, signups, and shifting viewing behavior are influencing how performance is tracked today. The conversation looks at the gap between traditional measurement approaches and the current streaming landscape.  Takeaways The shift from linear TV to streaming is complex and requires measuring both systems at the same time Measurement challenges are driven more by industry transition than by any single company's failure Nielsen's role is evolving, but legacy pressures make rapid change difficult Subscription, churn, and content engagement data are becoming increasingly important signals Programming plays a major role in driving signups and cancellations across streaming platforms The future of measurement will involve multiple providers rather than a single standard Data's role in CTV is significantly larger than it was in traditional linear TV Sports and live content are accelerating the need for better streaming measurement Ad-supported streaming tiers are growing quickly and changing how inventory is sold Measurement is expanding beyond audience reach into performance, retention, and content impact Chapters 00:02 Introduction to Jonathan Carson and streaming measurement 03:26 The state of chaos in streaming measurement 06:56 What Nielsen's Gauge is and why it matters 09:44 Alternative currencies and the post-Nielsen measurement push 12:32 What Antenna does and its subscriber measurement model 13:30 Subscriber Views and content-driven churn 14:52 Netflix ad-plan growth and show-based CTV buying 16:15 The future: multiple measurement providers 17:41 Podcasting, YouTube, and measurement fragmentation 19:08 Sports rights and streaming measurement pressure 20:41 Paramount, UFC, and subscriber retention 22:01 News refresh: platforms, AI, and people moves 22:20 Index Cloud and SSP-side compute 26:12 Unity data through Index curated marketplaces 27:06 The Trade Desk launches Kokai Agents 29:49 TTD replaces the periodic table UI 30:35 Claude Design and AI-generated collateral 33:14 ChatGPT ad pricing shifts to CPC and lower CPMs 34:19 Kevin Weil leaves OpenAI 34:42 Magnite executive departures 35:55 Fluency hires Eric Picard 36:20 Netflix ad revenue and programmatic growth 37:24 Ari's Beeswax SSP integration dilemma 38:28 Closing and where to find Jonathan Carson Learn more about your ad choices. Visit megaphone.fm/adchoices

The Trade Desk (NASDAQ:TTD) has lost nearly 70% of its value since its 2024 highs but does that make it a buying opportunity or a value trap? In this deep dive, 7investing founder Simon Erickson breaks down the full story: how TTD built a 3,800% return from its IPO to 2024 by revolutionizing programmatic advertising, and exactly what went wrong in 2025, from tariff-driven ad budget cuts to new competitive pressure from Amazon (NASDAQ:AMZN) undercutting Trade Desk's pricing at roughly half the take rate, to Publicis Groupe (EPA:PUB) auditing whether they've been overcharged for years.But the bull case is very much alive. Jeff Green who built the world's first demand-side ad platform and has consistently out-innovated competitors for two decades is responding with OpenPath, a direct-connect solution that could bypass the entire inefficient real-time bidding infrastructure and deliver more ad dollars directly to publishers. With the global digital advertising market now topping $1 trillion, and 28% of that on the open internet where TTD operates, the stakes couldn't be higher.Simon also shares why he still holds Trade Desk as an official 7investing recommendation, covers the competitive dynamics with platforms like Amazon DSP, and explains why the Publicis audit is the key near-term variable every TTD investor should be watching closely right now.Stocks Mentioned:The Trade Desk (NASDAQ:TTD)Amazon (NASDAQ:AMZN)Microsoft (NASDAQ:MSFT)Netflix (NASDAQ:NFLX)Walmart (NYSE:WMT)Walt Disney Company (NYSE:DIS)Publicis Groupe (EPA:PUB)Alphabet / Google (NASDAQ:GOOGL)Meta Platforms (NASDAQ:META)NVIDIA (NASDAQ:NVDA)Coupang (NYSE:CPNG)#TradeDesk #TTD #ProgrammaticAdvertising #AdTech #GrowthStocks #StockAnalysis #DigitalAdvertising #BuyTheDip #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

Major agencies are pulling back ad spend from The Trade Desk's OpenPath platform, citing concerns of hidden fees and lack of transparency. Meanwhile, TTD is shifting its payment model for identity providers, like LiveRamp and Experian. All said, The Trade Desk is facing a new set of rising tensions with agencies over transparency — and more importantly, programmatic control.

It's payday once again, and you know what that means - it's time to put some money into our Stocks and Shares ISAs, and make some investments.If you found this episode helpful, please share it with someone who'd benefit from hearing it. It's a simple way to help a friend or family member feel more confident about the world of finance.Thank you!

If you got injured at work and your employer told you to use your PTO… You might be losing money without even knowing it.  In this episode 151 of Work Comp Talk, Carmen Ramirez is joined by Bilal Kassem from Pacific Workers to break down when you should and when you should not use your PTO while on Workers' Compensation. Most injured workers don't realize this can cost them money, burn through their earned time off, and impact their financial stability.   If your employer is telling you not to report your injury or to use your own time first, that could be a major red flag.   Takeaways:  Don't use PTO if your Workers' Comp case is accepted.  Workers' Comp provides wage replacement (TTD).  You can recover money… but NOT your time  Employer policies can still affect your job status  Never assume you'll get your PTO back    Chapters  0:00 - Can They Fire You for Injury?  1:45 - Absence Policies: What They Hide  3:20 - PTO vs Workers Comp: Don't  use It First!  5:10 - Shady Boss Tricks Exposed  7:00 - 132a Claims & Discrimination Wins  8:40 - Retirement + Injury: The Deadly Mistake  10:00 - Protect Yourself now: Top Tips     This episode is sponsored by Pacific Workers, The Lawyers for Injured Workers, the trusted workers'compensation law firm in Northern California. With over 10,000 cases won and more than $350 Million recovered for injured workers, we are here to help if you've suffered a workplace injury.    Visit our FAQ and blog for more resources:  https://www.pacificworkers.com/blog/    Follow Us on Social Media for More Content!    Website: www.workcomptalk.net  TikTok: @pacificworkers    Hit subscribe and turn on notifications to never miss critical workers' comp advice.   

Melissa Burdick of Pacvue breaks down how commerce media is evolving beyond retail, why fragmentation is still the biggest challenge for brands, and how AI is reshaping product discovery across platforms. The conversation covers the rise of agentic commerce, Amazon's dominance, and what the future of buying, measurement, and optimization looks like in a rapidly changing ecosystem. Takeaways Commerce media goes beyond retail and includes discovery, AI driven experiences, and new buying environments. Fragmentation across retailers remains a major challenge for brands managing multiple platforms. Amazon still dominates commerce media with the majority of market share. AI is shifting search from keywords to prompts and changing how products are discovered. Agentic commerce is early but expected to evolve significantly in the coming years. Incrementality in retail media is complex and difficult to measure accurately. Chapters 00:00 Intro + Marketecture Live recap 03:22 Startup showcase + guest intro (Pacvue) 06:58 Retail media vs. commerce media 10:42 Fragmentation + Amazon dominance 14:17 AI shopping, Rufus, and agentic commerce 20:11 In-store media + incrementality debate 25:11 AI in commerce and discovery shifts 30:00 AI campaign tools (Trade Desk, PubMatic, MiQ) 36:40 Publicis vs. TTD + transparency issues 45:34 Walmart, OpenAI, Meta, and future outlook Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a new season of the Teach Them Diligently Podcast! Today, Elizabeth Urbanowicz joins Leslie Nunnery to discuss the essential work of guiding children to think both biblically and critically. Together, they move past abstract ideas to explore five practical strategies you can use to nurture faith, navigate hard questions, and point your children toward God's design in the middle of everyday life. IN THIS EPISODE, YOU WILL LEARN: How to build a solid foundation that stands firm against societal pressure. Practical ways to encourage healthy curiosity and hard questions. Strategies for discipling your children to see the world through the lens of Scripture. Whether you are just starting your parenting journey or are navigating the teen years, this conversation will provide you with the clarity and confidence to steward your children's hearts well. RESOURCES MENTIONED: Listeners can use the code TEACH10 to receive $10 off a family license of any Foundation Worldview curriculum at foundationworldview.com Secure your ticket to Teach Them Diligently in Pigeon Forge, TN and Branson, MO PODCAST SPONSOR: Are you looking for a Christ-centered education for your family? Liberty University Online Academy — or LUOA — offers an accredited, fully online K–12 program designed to fit your family’s schedule. Nearly 20,000 students each year benefit from our flexible, self-paced curriculum with no set login times, giving your family the freedom to do school when it works best for you. And if you have a high schooler, LUOA’s dual enrollment program makes it easy to get a head start on college. Juniors and seniors can earn up to 60 college credits, saving both time and money. Ready to see what LUOA and Liberty University can do for your student? Visit Liberty.edu/TTD to learn more and apply today.

It's been six year since we made our first investment, but how would our approach change if we had to start investing in the world today?If you found this episode helpful, please share it with someone who'd benefit from hearing it. It's a simple way to help a friend or family member feel more confident about the world of finance.Thank you!

Broadcom hasn't been the first company on investor's minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company's first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcom's earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resort's attempts to lure in Gen ZCompanies discussed: AVGO, NVDA, BRK-B, TTD, MTNHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart ShannonAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Green talks about the latest headlines around the Iranian-U.S. conflict as crude oil prices continue to spike close to a 52-week high. He highlights a monthly chart dating back to 1990 to highlight a sharp historical breakout which shows a move that can accelerate. In stock movers, KG points to Broadcom's (AVGO) earnings and The Trade Desk's (TTD) reported partnership with OpenAI as key movers for Thursday's session. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down NVIDIA's earnings and investigates into some of the challenges for the future Tyler Crowe, Matt Frankel, and Jon Quast discuss: - NVIDIA's earnings - The evolving landscape for CPUs and GPUs - The bull vs. bear look at MercadoLibre's earnings - The Trade Desk's quarterly results Companies discussed: NVDA, AMD, GOOG, MELI, AMZN, TTD, WMT, ROKU Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

TTD! The boys reminisce on their 100th episode! Hasttel toys debuts! Dylan “Mark” Postl joins the show for a special Incarnation of domination! RVD WTF? Q&A  (Episode 100) Don't adjust your sets, it's a double feature, the Incarnation of Domination of Jay Briscoe, Mark Sterling shoots on JGeorge the human!(Episode 213) Social Media: X: @JGeorgeTheMovie, @MajorWFPod , @TheMattCardona , @Myers_Wrestling, @majorpodnetwork @Silverintuition Instagram: @MajorWFPod , @TheMattCardona , @Myers_Wrestling, @SmartMarkSterling , @majorpodnetwork @jgeorge.mp4

Find YouTube link to watch here:  https://youtu.be/uh99t38qgxw   Shownotes Welcome to the first Programmatic Digest episode of 2026 with Ellen Parker and Manuela Cortez. This is a quick check-in, plus a trader-friendly breakdown of the biggest 2025 shifts and what to watch in 2026. We cover five trends from 2025 (AI everywhere, privacy and cookieless reality, CTV growth, RMNs going more programmatic, and supply quality/transparency). Then we close with three 2026 predictions: curation becoming "default infrastructure," AI as a co-pilot (not autopilot), and multi-identity strategies becoming standard. This episode also includes the 2026 community focus: subscribe to YouTube + the newsletter, confirm your subscription, and reach out if you want to contribute (writing, audio, or guest spots).   Here's What You'll Learn What "AI everywhere" means for traders: less manual tuning, more strategy and interpretation Why privacy-first is still a day-to-day skill, even if cookies hang around longer than expected Why CTV is no longer "experimental" and how measurement expectations are changing Why more RMNs going programmatic changes how you think about signals and audiences What "supply quality + transparency" should actually include (fees, paths, reporting depth) 2026 prediction: curation becomes the baseline (SSP curation vs curation houses vs curation desks) 2026 prediction: AI moves from rules-based automation to agent-style workflows (co-pilot mindset) Why you still need foundations first (know how to do it manually before you let AI help) Subscribe to the Programmatic Digest Podcast on your favorite platform (including Spotify) https://www.heleneparker.com/programmatic-digest-podcast/  Subscribe to the Programmatic Digest YouTube channel: https://www.youtube.com/@programmaticdigest  Join the newsletter and confirm your subscription: https://www.heleneparker.com/newsletter/ Access the Programmatic Training here: https://www.heleneparker.com/library/ No String Attached - MediaMath DSP (including Agent AI Connector): helene.parker@infillion.com Timestamps • 00:00 – Intro: Welcome to the first Programmatic Digest of 2026. • 01:15 – Channel Updates: YouTube growth and the importance of the weekly newsletter. • 03:30 – Hands-on Support: Tips, hacks, and activation-focused support in the newsletter. • 05:45 – Calling for Contributors: Opportunities to host, write, and build industry authority. • 08:20 – The Programmatic Training Library: Combining six years of workshops and courses. • 11:00 – Micro-Workshops: Real-world DSP setup support and "programmatic ninja" coaching. • 13:15 – 2025 Trend #1: AI Everywhere—Automated bidding, optimization, and predictive modeling. • 16:00 – AI for Productivity: Using tools like ChatGPT to simplify industry jargon and workflows. • 19:45 – 2025 Trend #2: Privacy-First & Cookieless—The multiple identity approach. • 22:10 – 2025 Trend #3: CTV and Audio—Moving from experimental to action-driven channels. • 25:30 – 2025 Trend #4: Retail Media Networks (RMN)—New players like Loves Media and Go Puff. • 28:45 – The Value of Diversification: How audience insights drive revenue for traders. • 31:15 – 2025 Trend #5: Supply Quality & Transparency—Demanding log-level data and fee clarity. • 34:00 – 2026 Prediction #1: Curation as Default—SSP curation, Curation Houses, and Desks. • 38:15 – 2026 Prediction #2: AI as Co-Pilot—Moving from "automated" to "agentic" intelligence. • 41:30 – Media Math Agent Connector: Managing campaigns via AI prompts without UI clicks. • 45:00 – The "Rice Cooker" Analogy: Why you must understand manual foundations before using AI. • 48:15 – Advanced Reporting: Tying campaign data to real-world consumer behavior and brand impact. • 51:45 – 2026 Prediction #3: Dual Identity Strategies—Using the Media Math X Graph. • 54:30 – Under the Hood: Investigating "proprietary" tech and demanding the "Carfax" for AdTech. • 57:00 – Final Takeaways: "Grace over Guilt" and putting your 2026 plans into action. • 1:00:15 – Closing Encouragement: Mental and spiritual health for the year ahead   Meet The Team: Hélène Parker - Chief Programmatic Coach https://www.heleneparker.com/  https://www.linkedin.com/in/helene-parker   Manuela Cortes - Co-Host  Programmatic Digest In Espanol:  https://www.linkedin.com/in/manuela-cortes-   Learn Programmatic As a TEAM: https://www.heleneparker.com/workshop/ As a Programmatic Ninja: https://www.heleneparker.com/course/ Programmatic Coaching Newsletter:https://www.heleneparker.com/newsletter/   Programmatic Digest https://www.linkedin.com/company/programmatic-digest-podcast https://www.youtube.com/channel/UCBGMMRsZkw0IIUbQIJmMBxw Looking for programmatic training/coaching?  Sign up to our Accelerator Program: A 6-week structured program with live coaching, hands-on within DSP(s) exercises, and real-time feedback—perfect for those who thrive on accountability and community, and looking to grow their technical skillset https://reachandfrequencycourse.thinkific.com/courses/program   Self-Paced Course: Full access to course content anytime, allowing independent learners to study at their own speed with complete flexibility. https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course   Sign up to this FREE workshop: https://programmaticdigest14822.ac-page.com/sell-side-workshop    YouTube Keywords programmatic advertising, The Trade Desk, TTD update, OpenPath, SSP, reseller definition, IAB, transaction ID, TxnID, header bidding, prebid, SPO, DPO, supply path optimization, demand path optimization, PMP, curation, publisher ad stack, viewability, ad density, ad quality, InfoLinks, Magnite, AppNexus, Gamera, Programmatic Digest Podcast, Hélène Parker

Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Safe Route to Invest, Carrier Global Corporation (CARR), “CRE Distress: Where Are the Opportunities?”, IPOs, Waymo or Tesla, Axcelis Technologies, Inc. (ACLS), The Trade Desk, Inc. (TTD), Small Caps, Motorola Solutions, Inc. (MSI), Cash Holdings in Portfolios.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

We will have practical estate-planning strategies for transferring property to children while keeping tax, timing, and family-dynamics in focus. Today's Stocks & Topics: Fundamental Analysis, Market Wrap, Mueller Industries, Inc. (MLI), Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids, F5 Inc. (FFIV), Entry Point, Reaction After A Year Of Trump's Election, OppFi Inc. (OPFI), Barclays PLC (BCS), The Trade Desk, Inc. (TTD), Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), A-I and Earnings.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the "holiday" and give some of these bears a hug. The team also tackles Berkshire Hathaway's record pile of cash, Elon Musk's $1 trillion payday, and restaurant stocks before wrapping up with stocks on our radar. Jon Quast, Lou Whiteman and Emily Flippen discuss: - The fear and greed index is showing extreme fear. -Berkshire Hathaway is sitting on $382 billion. -Tesla approves Elon Musk's performance award that includes important operational milestones. -Denny's is being acquired, Papa John's bid is pulled, and Yum! Brands may be looking for a buyer for Pizza Hut. - Stocks on our radar. Companies discussed: BRK.A, BRK.B, TSLA, EATZ, DPZ, PZZA, YUM, CASY, SBUX, DENN, SG, DASH, AXON, LULU, IT, SMCI, CMG, DUOL, TTD, STN Host: Jon Quast Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

A fast, practical deep dive into The Trade Desk's move to label all SSPs as "resellers" — what that label actually means, why it has a bad rap, and where it's fair vs. misleading. Gareth breaks down value-add resellers (e.g., unique widgets/placements) vs. pure pass-through reselling, explains OpenPath in plain English, and demystifies the Transaction ID debate: what it is, why TTD wants it, and how it impacts buy-side efficiency and supply transparency. We wrap with actionable steps for traders — how to pressure-test paths, when to go direct with publishers/PMPs, and how to optimize beyond a basic domain list. Here's What You'll Learn Reseller ≠ automatically bad: the original IAB intent vs. today's nuanced reality. OpenPath vs. exchanges: what "direct to publisher" actually changes (and what it doesn't). Transaction ID, explained simply: one auction ➝ one ID ➝ fewer dupes and smarter SPO. How to buy smarter right now: talk to publishers, ask for goal-specific PMPs, and evaluate placements/experiences — not just domains. Buyer playbook upgrades: site list ➝ supply-path & placement-level decisions; pair KPI outcomes with quality signals (viewability, density, layout).   Sign up to this FREE workshop: https://programmaticdigest14822.ac-page.com/sell-side-workshop  About Us: We teach historically excluded individuals how to break into programmatic media buying and land their dream jobs. Through our Reach and Frequency® program, an engaged community, and expert coaching, we offer:   Programmatic Training & Coaching: Executive Membership: for the busy mid-level to senior or director-level programmatic ninja looking for a structured, high-impact way to stay ahead of evolving trends, sharpen your optimization skills, and connect with like-minded experts. Join Here: https://programmaticdigest14822.ac-page.com/executivemembership   Accelerator Program: A 6-week structured program with live coaching, hands-on DSP exercises, and real-time feedback. Sign Up: https://reachandfrequencycourse.thinkific.com/courses/program   Self-Paced Course: Learn at your own speed with full content access. Enroll Here: https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course   Timestamps 00:00 – Intro & why this special episode 02:05 – Gareth's background (AppNexus ➝ RTK ➝ Magnite ➝ Gamera) 07:45 – "Reseller" 101: what the IAB meant vs. how it's used today 12:30 – Value-add resellers & unique placements (widgets, comments, InfoLinks) 18:20 – Why TTD labeled SSPs as resellers; how OpenPath fits 23:40 – Optics, trust, and buyer confusion: are we only supposed to buy OpenPath? 28:15 – Transaction ID in plain English + why it matters for SPO 34:50 – What changes for traders day-to-day (and what doesn't) 39:25 – Practical playbook: talk to publishers, ask for KPI-aligned PMPs 44:10 – Gamera's approach to real-time, on-page quality signals 49:00 – Final takeaways & where buyers should focus next 52:30 – How to reach Gareth (site & LinkedIn)   Meet Our Guest: Gareth Glaser – CEO of Gamera https://www.linkedin.com/in/garethglaser   Meet The Team: Hélène Parker - Chief Programmatic Coach https://www.heleneparker.com/  https://www.linkedin.com/in/helene-parker   Manuela Cortes - Co-Host  Programmatic Digest In Espanol:  https://www.linkedin.com/in/manuela-cortes-   Learn Programmatic As a TEAM: https://www.heleneparker.com/workshop/ As a Programmatic Ninja: https://www.heleneparker.com/course/ Programmatic Coaching Newsletter:https://www.heleneparker.com/newsletter/   Programmatic Digest https://www.linkedin.com/company/programmatic-digest-podcast https://www.youtube.com/channel/UCBGMMRsZkw0IIUbQIJmMBxw Looking for programmatic training/coaching?  Sign up to our Accelerator Program: A 6-week structured program with live coaching, hands-on within DSP(s) exercises, and real-time feedback—perfect for those who thrive on accountability and community, and looking to grow their technical skillset https://reachandfrequencycourse.thinkific.com/courses/program   Self-Paced Course: Full access to course content anytime, allowing independent learners to study at their own speed with complete flexibility. https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course   Sign up to this FREE workshop: https://programmaticdigest14822.ac-page.com/sell-side-workshop   

Greg Regan, President of the Transportation Trades Department of the AFL-CIO (TTD), joined America's Work Force Union Podcast to discuss the ongoing government shutdown's impact on transportation workers, the strain on the transportation systems and the addition of the Elevator Constructors Union to the TTD. Dave Spero, President of the Professional Aviation Safety Specialists (PASS), joined the America's Work Force Union Podcast to discuss the ongoing government shutdown's impact on aviation safety workers, the strain on air traffic control systems and the personal hardships faced by federal employees working without pay. Dante Woodson, an International Brotherhood of Teamsters Local 705 member, and Nicholas Coronado, union attorney, joined the America's Work Force Union Podcast to discuss the ongoing strike at Mouser Packaging Solutions in Chicago. They highlighted unsafe working conditions, the company's anti-union tactics and the fight for immigration protection language in their contract.

Long-time Rule Breakers Karl Thiel, Rick Munarriz and Tim Beyers offer up three stocks that face dark clouds they can see through. Who are your favorite Broken Breakers? Karl Thiel, Rick Munarriz, and Tim Beyers: - Discuss the implications of mass restructuring at the federal agencies governing biotech and health care innovations. - Profile 3 stocks broken by bad decisions, bad luck, or bad timing, but which still have plenty of Rule Breaking potential. - Play another game of Yes, And! with three stocks from the Rule Breakers Database. Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Companies discussed: ARGX, CELH, CRM, TTD, BMY, PGNY Host: Tim Beyers Guests: Karl Thiel, Rick Munarriz Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors looking at housing and homebuilders are probably wondering what to make of the seemingly contradictory messages out of the housing market. In this episode, Tyler, Matt, and Jon drill down into the confounding numbers in the housing market and some recent homebuilder earnings reports. Also, they react to Starbucks restructuring and serve up some stocks on their radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Starbucks unveils a $1 billion restructuring plan - The good, the bad, and the outlook for homebuilder stocks. - Stocks on our radar. Companies discussed: SBUX, CMG, KBH, LEN, MIAX, FND, TTD, ICE, SPGI, NDAQ, HD, LOW, AMZN, DHI Hosts: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Bart Shannon   Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends.00:37 Listener Questions and Engagement02:58 Quarterly Earnings Debate17:32 YouTube Comments and Trade Desk Discussion23:27 Market Sentiment and Trade Desk Analysis23:48 Ad Tech Industry Dynamics26:08 Stock Valuation and Future Prospects30:25 Stock-Based Compensation Discussion38:44 Investing in Restaurant Stocks47:45 Spam Comment of the MonthCompanies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In this episode of the Marketecture Podcast, hosts Ari Paparo and Eric Franchi engage with Art Muldoon, Co-Founder of ArcSpan, to discuss the changing landscape of publisher data in ad tech. They explore topics such as leveraging AI to scale first-party data, the evolving future of the open web, and the intricacies of curation and transaction IDs (TIDs), emphasizing how publishers can regain control and succeed in a dynamic environment. The latter part of the episode covers industry updates, including mergers and acquisitions, shifts in DSPs, AI-driven creative tools, legal challenges facing Google, and the completion of the TikTok US deal. Takeaways ArcSpan helps publishers unify data and scale audiences. Publishers should expand beyond logged-in users using AI and surveys. Third-party validation boosts buy-side confidence. The open web is evolving, not dying. Curation can be a revenue opportunity if it is transparent. TIDs raise questions about fairness. M&A shows AI merging with media solutions. DSP competition is intensifying. Agencies are shifting towards AI workflows. Legal pressures on Google are increasing. Chapters00:00 - Ari and Eric introduce Art Muldoon from ArcSpan.02:00 - Explanation of Aggregate, Amplify, Activate.06:30 - Strategies for making 100% of audiences addressable.09:30 - Market caution and publisher pain points discussed.12:00 - How ArcSpan builds confidence on the buy-side.15:00 - Is it an opportunity or are margins being siphoned?17:00 - Comparing gaming, news, and sports publishers.19:00 - Reformulation, AI's role, and the future of publishing.21:00 - TIDs, Prebid, and the risks of arbitrage.25:00 - Partnerships: Rembrandt + Spaceback, Verve + Captify.30:00 - Amazon's GenAI tools and Yahoo's discount strategy vs. TTD.35:00 - Agency transformation insights.38:00 - Privacy remedies and lawsuits involving Magnite & Pubmatic.42:00 - Discussion on a US-led governance framework.45:00 - Reflections and a preview of next week. Learn more about your ad choices. Visit megaphone.fm/adchoices

Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well as talks about a proposal from President Trump to eliminate quarterly financial reports before wrapping up with stocks on our radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Nvidia takes a $5 billion stake in Intel as the pair begins co-developing products - Would it be a good thing if companies were no longer required to report quarterly financial results? - Stocks on our radar. Companies discussed: NVDA, INTC, AMD, XMTR, TTD, GM, CLS Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

First, we talk to The Indian Express' Diplomatic Affairs Editor Shubhajit Roy who shares details about the India-European Union Free Trade Agreement which the two sides are currently working on. He talks about the 10 meetings that have been finalised and the first one that will be held in Delhi this week. Next, we talk to The Indian Express' Jayprakash Naidu who explains the situation of teachers in the Maoist-affected districts of Chhattisgarh. He shares how teachers are facing suspicion from both the police and the maoists in the region and are facing the brunt of it. (8:28)Lastly, we talk about the online scams that are duping devotees in the name of The Tirumala Tirupati Devasthanams or TTD, which manages the famous Sri Venkateswara temple in Tirupati. (14:53)Hosted by Niharika NandaProduced and written by Niharika Nanda, Ichha Sharma, and Shashank BhargavaEdited and mixed by Suresh Pawar

In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Investing Unscripted portfolio contest.01:21 Viewer Interaction and Comments02:50 Market Vibes and Economic Outlook15:50 Earnings Season Insights25:31 Confluent and Outset Medical Discussion33:07 Investment Strategies and Position Sizing35:34 UnitedHealth and Berkshire's Investment Moves40:29 Portfolio Contest Update46:00 Tobacco Stocks and Meme Stocks Discussion48:51 QuantumScape's Progress and Potential51:36 Airbnb's Growth and Challenges57:19 Enphase Energy and Solar Market InsightsCompanies mentioned: ABNB, CFLT, ENPH, OM, TTD, UNH, QS*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

MAJOR interview alert: Michael Kanik from Collect Major joins us for a deep dive into the Big Rubber Guys renaissance, AEW's LJN-style revival, how pre-orders really work (“pre-order is the order”), and what's coming— including the August 15 drop with the Nasty Boys and Paul Ellering. We talk creative team (Brian Beatty, TTD, D Freedom, Billy Pack), timelines, Whatnot, retail vs. direct, and why AEW's LJN wave actually boosts Big Rubber Guys. If you collect wrestling figures, this is candy.Pre-show news roundup (wrestling figures)Nerd Closet × Golden Era of Wrestling / Mat Maniacs — Road Warriors '89 Edition: black & silver pads that absolutely pop.Title Run Toys – Series 2 — Adrian Adonis gets the spotlight.Hasttel Toys – Grapplers & Gimmicks — Jon “Balls” Rechner '95 Holiday Edition and Balls Mahoney love letter.Junk Shop Dog — Sofubi Pro Wrestling Series production update: timelines, molds, and what's next.Figures Toy Company — Classic Steel Cage returns; Ultimate Talking Ring Announcer (with Mexican mask)and Ultimate Talking President Trump for the novelty shelves.Pro Wrestling Tees – AEW Micro Brawlers — Mark Briscoe drops; tiny but mighty.Jazwares – AEW Unmatched (LJN Wrestling Superstars) — unreleased teases: Chris Jericho, Rey Fénix, Penta Zero M, Luchasaurus—all the retro vibes.FOCO (Forever Collectibles) — WWE Magazine Collection: Ultimate Warrior (Nov. 1990) bobblehead, 1 of 100—blink and you'll miss it.Chapters00:12:10 — Nerd Closet × Golden Era: Road Warriors '8900:14:22 — Title Run Toys: Adrian Adonis00:16:36 — Grapplers & Gimmicks: Balls/Jon Rechner00:20:55 — AEW Micro Brawler: Mark Briscoe00:31:16 — MAIN EVENT: Michael Kanik (Collect Major) joins00:35:39 — AEW × Big Rubber Guys synergy00:41:29 — “I'm an LJN kid” & why BRG wins00:44:46 — Where to follow Collect Major00:45:26 — Pre-orders explained + Aug 15: Nasty Boys & Paul Ellering01:19:13 — CollectMajor.com + Whatnot detailsSupport the showFollow @officialFigGuys and hit TheFigGuys.com for links, show notes, and merch.Pre-orders & new releases: check @ringsidec — Use code FIGGUYS to save 10%.We record live on YouTube—subscribe, hop in chat, then catch the replay here as the podcast.If you dig it, drop a 5★ rating/review so more collectors find us!Tagline: “We came here to chew bubblegum and rearrange Detolfs… and we're all outta bubblegum.”

Wow - CPI - the markets are going in anticipation of a September Rate cut. Why buy now? Won't a pullback happen? Only the market knows, but here are my thoughts. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

S&P Futures are displaying positive action this morning as the Trump tariffs went into effect overnight. Trade talks with other countries continue. The White House agreed to cease the stacking of tariffs on Japan. The China agreement is set to expire next week. India is said to be open to reducing oil imports from Russia as part of a tariff settlement. Late yesterday, President Trump nominated Stephen Miran, the current chair of the White House Council of Economic Advisers, to fill a temporary vacancy on the Federal Reserve's Board of Governors. The anticipation of a Trump Putin meeting to end the conflict in Ukraine continues to have a positive effect on markets sentiment. Antitrust officials in the U.K. effectively cleared Boeing's plan to acquire Spirit AeroSystems Holdings. Eli Lilly's weight-loss pill produced underwhelming results. Economic calendar is light today; the next key report is the CPI data that is due out on Tuesday. EXPE, CART, MNST, TTWO & GILD are higher after earnings releases, TTD, TWLO, MCHP, FLUT & GDDY are lower. On Monday morning, earnings reports are expected from RUM, LEGN, ROIV, MNDY & B

The goal of the podcast is to teach you how my system of research and how I determine risk/reward. I think this episode laid it out well with an analogy to Monopoly. You can take every trade you hear about and maybe do well or you might not - the risk is yours - the decisions are yours and managing it is yours. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

S&P Futures are displaying strong gains this morning as markets adjust to a host of new catalysts. Multiple Fed officials spoke yesterday and indicated developing concerns with the labor market which is increasing expectations for a rate cut in September. The BOE is expected to announce a rate cut this morning. President Trump is expected to meet in person with Russian President Vladimir Putin as soon as next week. He also plans to follow up with a meeting involving both Putin and Ukrainian President Volodymyr Zelenskyy shortly thereafter. These meetings are intended to negotiate a resolution to the Russia-Ukraine conflict In corporate news, AAPL unveiled a major investment in the U.S. at the White House yesterday, President Trump indicated that tech companies that invest in the U.S. will avoid his new 100% tariff plan on semiconductors. Jobless Claims data is due out this morning and will be widely watch after last week's weakening Non-Farms Payrolls report. DUOL, UPWK, DASH, DKNG, TKO are higher after earnings releases, ABNB, YETI, JOBY, MET & Z are lower. After the bell today, earnings reports are expected from GILD, FLUT, TTD, TTWO, PINS, EXPE, TWLO, WYNN and CART.

My portfolio was way up yesterday - it's happened during 2 kinds of periods in the market. And we've got another day of HUGE earnings. Plus some other opportunities. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on  the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stock at 43% a year since its IPO almost a decade ago, and in that same period, it has grown revenues at an incredible rate of 50% a year. Learn about where TTD fits into the programmatic advertising ecosystem, why the company has fewer conflicts of interest than its competitors, how The Trade Desk is positioned to take advantage of antitrust regulatory enforcement against Google,  what they're trying to do to replace 3rd-party cookies tracking, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 04:38 - What is TTD's niche in programmatic digital advertising 11:58 - Who are the major players in the digital advertising landscape 12:16 - How advertising across the internet has evolved over time 31:36 - What is the “Open Internet” and how it differs from “Walled Gardens” 36:42 - Why TTD has built its own alternative to 3rd‑party cookies 45:22 - What needs to happen to realize TTD's vision for the future of programmatic advertising 01:05:27 - Why regulators are taking action against Google's ad management unit, and how TTD could benefit from that 01:16:38 - Whether Shawn & Daniel add TTD to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠ Advertisers shift retail media spending beyond Amazon. The digital advertising ecosystem, explained. Check out Modernizing advertising with Trade Desk CEO Jeff Green. Read Zero to One by Peter Thiel. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Moncler, Uber,⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠ ⁠⁠⁠Reddit,⁠⁠⁠ ⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a corporate treasury strategy, a surging interest in trading stock options, as well as 3 stocks that our hosts believe are hidden gems going into this earnings season. (00:21) Jon Quast, Matt Frankel, and Tom Gardner discuss: - The Trade Desk inclusion in the S&P 500 - Bitcoin's all-time high amid surging institutional demand - Investors' increased appetite for zero-day options - Hidden gems on our radar Companies discussed: TTD, BTC, SMLR, MSTR, BLK, HOOD, RKT, PGR, XMTR Host: Jon Quast Guests: Matt Frankel, Tom Gardner Engineers: Dan Boyd, Adam Landfair Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P Futures are flat to lower this morning as market await this morning PPI report. President Trump indicated that drug tariffs are likely by Aug 1st with tariffs on semis to follow shortly afterwards. President Trump to meet with leaders from Bahrain and Qatar today. TTD gains on its inclusion to the S&P500. On the earnings front, BAC & JNJ are higher after earnings releases, GS & MS to report this morning. Tomorrow morning, GE, ABT, PEP, CTAS, NVS will be reporting.

S&P Futures are positive this morning as market react to the latest trade developments. Nivida appears to have the green light to ship its H20 chip to China. President Trump indicates a wiliness to discuss tariff rates with the E.U. President Trump will be in Pennsylvania today and is expected announce a $70B investment in AI and Energy. Before the bell today is the June inflation data as the CPI data is due out. TTD gains on its inclusion to the S&P500. On the earnings front, JPM, BK & WFC are higher after earnings beats. Tomorrow morning, JNJ, BAC, MS & GS will be reporting.

Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar! Jason Moser and Matt Argersinger discuss: - Why Walmart and Amazon are considering launching their own stablecoins. - Roku and Amazon expand their partnership. - Two dividend stocks Matt thinks are worth getting on your radar. Tickers mentioned: WMT, AMZN, ROKU, TTD, OC, WHR Host: Jason Moser Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Elon Musk is committed to Tesla for at least five more years. (00:21) Jason Moser and Ricky Mulvey discuss: - Investing in companies with a singular leader. - Earnings results from Home Depot. - A listener's suggestion to create a “laziness” stock basket. Then, (17:04) Robert Brokamp answers listener questions about Roth IRAs and dividend investing. Companies discussed: TSLA, TTD, HD, DASH, UBER, DPZ, AMZN, WMT, NFLX, LYFT Host: Ricky Mulvey Guest: Jason Moser, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine's Day and for years to come. (00:21) Jason Moser and Emily Flippen break down: - The Trade Desk's 30% post-earnings decline, and why it's more about the company's internal structure and execution rather than the long-term ad market opportunity. - Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living. - Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports. (19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship. (30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expectations, and real business performance of The Trade Desk. - Robinhood blowing away expectations, and what its earnings reveal about retail investing trends. - How restaurants are responding to egg shortages. Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius's reposition and what the stock needs for a comeback. Companies discussed: TTD, HOOD, CRBL, CELH, PEP Host: Ricky Mulvey Guests: Alicia Alfiere, Sanmeet Deo Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices