Cover image of show Unfiltered Media Podcast

Unfiltered Media Podcast

Podcast by Justin Lebbon and Ian Whittaker

English

Business

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About Unfiltered Media Podcast

Want to understand how the intersection of the finance world impacts the media and advertising industry? Well this is the podcast for you.

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14 episodes

episode The Great Ad Tech Squeeze: Platforms dominate tech, kickbacks and consolidation artwork

The Great Ad Tech Squeeze: Platforms dominate tech, kickbacks and consolidation

This episode explores the fundamental shift from efficiency to dominance in digital advertising. Ian shares why the traditional ad tech model is at a crossroads, with many players facing margin squeeze or consolidation, while a few with true differentiation may thrive. You’ll discover how the biggest platforms - from Google to Amazon - are the real gatekeepers not only selling vast quantities of media but also controlling the pipes. We also debate: * The real drivers behind the market’s skepticism with ad-tech stocks, referencing TTD * How AI could overturn ad tech economics and bring true efficiency back to media buying * The risks of consolidation, with parallels to the Standard Oil case and the implications for publishers and brands * Why agencies’ opaque rebates and kickbacks threaten the integrity of ad buying and how transparency and proprietary solutions are the future * What premium publishers must do to protect their value amidst a landscape where power consolidates in the hands of the few

23 May 2026 - 20 min
episode The Great Ad Spend Shift: Why Meta, Amazon & programmatic are reshaping media artwork

The Great Ad Spend Shift: Why Meta, Amazon & programmatic are reshaping media

Justin Lebbon is joined by Guideline’s Chief Insights & Analytics Officer, Sean Wright, for a deep dive into where advertising money is really flowing and why the biggest platforms continue to dominate despite mounting scandals and industry criticism. Using Guideline’s unique data tracking major agency and brand spend, they explore Meta’s resilience, the rise of Amazon in the DSP wars, the collapse in streaming CPMs, and why traditional TV companies may be undermining themselves through aggressive programmatic strategies and cost-cutting. The conversation also examines whether broadcasters can regain control of pricing, measurement, and premium positioning before ad tech commoditizes the entire ecosystem.

6 May 2026 - 37 min
episode NBCU attacks Nielsen; Retail Media's growth; What Havas/Publicis Q1 results say artwork

NBCU attacks Nielsen; Retail Media's growth; What Havas/Publicis Q1 results say

This week we discuss NBCU’s attack on Nielsen and why audience measurement has become a high-stakes power play influencing valuations, revenues, and market sentiment. This isn’t just about metrics and currency; it’s about who controls the narrative, and the money. We also explore the rise of retail media, set to hit $190 billion by 2026, and how retailers are using high-margin ad businesses to grow revenues. We also question the impact of of this media, where the budget is coming from and how marketers should measure it. Plus, we examine agency performance with Q1 results from Havas and Publicis and how AI, ad tech, and efficiency are creating two universes for agencies. One in North America and a one for the rest of the world. Chapters: 00:00 NBCU's Bold Attack on Nielsen 07:41 The Rise of Retail Media 17:02 Agency Growth and Market Dynamics

16 Apr 2026 - 27 min
episode Agency models; Macro trends; social media regulation and the music industry! artwork

Agency models; Macro trends; social media regulation and the music industry!

The episode kicks off with a discussion on the evolving landscape of advertising agencies, particularly focusing on Accenture's innovative approach to agency models. We delve into how traditional cost-plus models are becoming unsustainable in the age of AI, and how Accenture's shift towards a subscription-like service could redefine client offerings. We explore the challenges and opportunities this presents for traditional agency holdcos, emphasizing the need for agencies to adapt to a focus on business outcomes rather than just media buying efficiency. We look at macroeconomic trends, including inflation data and its impact on consumer behavior, particularly in the US and Canada. Ian discusses the potential implications of rising fuel prices and geopolitical tensions on the advertising market. We reflect on the music industry, highlighting a significant $64 billion deal involving Universal Music Group analysing the strategic implications of this deal and the broader trend of music rights being viewed as financial assets. We wrap up debating the regulatory pressures facing social media platforms like YouTube and TikTok, and the potential long-term impact of government actions on these platforms. Timeline and chapters below should you wish to jump to your preferred topic 00:00 Introduction and Accenture Insights 07:22 Macro Financial Trends and Market Impact 15:54 M&A Activity and Industry Developments 23:22 Social Media Regulation and Consumer Sentiment 32:14 Future Focus on Media Channels

10 Apr 2026 - 34 min
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En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
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