Madison and Wall Podcast Ep. 75: New Ad Forecasts!
12 snips
Mar 13, 2026 They discuss a raised ad forecast for 2026 and the tension between upside spending and downside risks. Oil price swings and inflationary effects on gas prices come up. Conversations about AI being treated as its own ad category and shifts in ad tech consolidation keep the focus on industry change.
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Dinner With Winemaker Kyle McLaughlin
- Brian Wieser had dinner with Kyle McLaughlin at a Portland grocery store basement and was impressed by his deep knowledge of winemaking.
- The setting was intimate (about 14 people) and Brian praised Kyle as thoughtful, wonky, and someone he’d happily buy wine from.
Ferry Commute Into MarketTexture
- Luke Stillman commuted by ferry into MarketTexture on a sunny day and called it the only way to commute now.
- He emphasized the pleasantness of ferry commuting and linked it to a lighter, enjoyable week.
Oil Spikes Add Measurable Inflation Pressure
- Oil price spikes from the Iran war created volatile moves and pushed pump prices up roughly 50 cents month-over-month, which adds about 0.5% to inflation per 50 cents.
- Luke notes this inflationary pressure could contribute to stagflation risks and make consumers more tentative despite other data.