Amazon and Disney See Ad Dollars

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 10 January 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. (00:39) Ron Gross and Jason Moser discuss: - What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture. - The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies. (19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025. (33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett. Listeners, you can become a member of Stock Advisor at Fool.com/signup Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY Host: Dylan Lewis Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We're checking in on the big macro and the state of real estate.
0:07.7	This week's Motleyful Money radio show starts now.
0:18.6	Everybody needs money.
0:20.8	That's why they call it money.
0:23.0	The best things in life are free,
0:26.2	but you can give them to the birds and bees.
0:29.6	I need money.
0:29.9	From Fool Global Headquarters, this is Motley Fool Money.
0:33.3	It's the Motley Fool Money Radio show.
0:34.9	I'm Dylan Lewis.
0:35.6	Joining me over the Airwaves, Motley Fool's senior analyst, Jason Mos Moser and Ron Gross. Fools, as always, great to have you here.
0:41.5	Hey, hey. How are you doing, Dylan? I'm doing great. We're putting a bow on the holiday shopping season.
0:46.7	We're going to be checking in on what to expect from the real estate market in 2025.
0:50.3	And of course, you guys are bringing your stocks on your radar later on in the show.
0:55.0	But first up, our first look at the big macro for 2025.
0:59.4	This week, we got the minutes from the Fed's latest meeting in December,
1:02.6	adding a little bit of fuel to FedWatch 2025.
1:05.7	Ron, what is the outlook right now?
1:07.9	It's a little dicey, Dylan.
1:09.9	I think what the weak stock market has been
1:13.7	telling us lately is that we still actually may have an inflation problem. After all of the
1:19.1	soft landing talk, Friday's job report appears to perhaps confirm that. And I think on Friday,
	...

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