The January jobs report came in stronger than expected, with 130,000 jobs added — nearly double what economists predicted. But a closer look reveals that most of that growth came from healthcare, raising questions about what the numbers actually signal for other industries.

In this episode, Kelly and Sean dig into what the latest labor data means for advertising and marketing. They examine whether agency hiring is keeping pace with broader economic growth, explore correlations between ad spend and job postings, and discuss what forward booking data might reveal about where the industry is headed.

They also tackle the bigger question looming over the labor market: how much of today’s hiring slowdown is cyclical… and how much could be tied to AI? From job revisions and offshoring to creative automation and “AI DR” culture pushback, this episode connects economic data to real-world industry implications.

Key topics include:

Why the January jobs report surprised economists
How healthcare skewed overall job growth
Differences between Bureau of Labor Statistics and ADP payroll data
What marketing job postings reveal about industry health
The correlation between ad spend and hiring trends
How forward booking data may predict labor shifts
AI’s potential impact on creative and agency roles
Whether we’re approaching an AI “takeoff” moment

Chapters:

00:00 Introduction and shared government roots
02:30 January jobs report breakdown
05:30 Why economists are skeptical of the numbers
08:20 Marketing job postings and industry health
12:15 Correlation between ad spend and hiring
16:00 Forward booking data as a leading indicator
19:40 AI, offshoring, and creative job disruption
24:30 AI DR and cultural pushback
27:45 Valentine’s Day + Super Bowl crossover

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Publicis closed out 2025 with strong fourth-quarter earnings, the Winter Olympics officially kicked off with unprecedented levels of coverage, and Super Bowl weekend arrived with a familiar twist: counterprogramming aimed at siphoning attention away from the halftime show. In this episode, Kelly and Sean switch up the format with a rapid-fire review of the biggest media headlines shaping the industry right now.

The conversation unpacks what Publicis’ results do—and don’t—say about the health of advertising overall, why Olympic ad revenue growth can’t be separated from the explosion in programming hours and distribution, and how alternative Super Bowl programming fits into a long history of attention battles. Along the way, they connect these stories back to broader themes around media fragmentation, monetization, and how advertisers navigate moments of peak cultural focus.

Key topics include:

Publicis’ Q4 earnings and what they signal for agency holding companies
Why strong agency performance doesn’t always reflect industry-wide health
How Olympic advertising revenue has grown alongside massive increases in programming
The shift from limited broadcast coverage to thousands of hours of Olympic content
Why comparing Olympic ad revenue across decades can be misleading
The history of Super Bowl halftime counterprogramming
How alternative programming competes for attention during major live events

Chapters:

00:00 Introduction to Media Monitor
01:10 Media morsels and episode format overview
02:40 Publicis Q4 earnings and industry implications
10:30 Holding company growth vs margin pressure
15:20 Winter Olympics advertising and content scale
23:40 Expansion of Olympic coverage across streaming
29:30 Super Bowl weekend and counterprogramming history
36:10 Alternative halftime shows and audience attention
41:30 Wrap-up and what to watch next week

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.

TikTok saw a sharp increase in app uninstalls in late January, and that trend could have real implications for advertisers. In this episode, Kelly and Sean break down what’s driving the spike, how different age groups are responding, and why this matters for media budgets.

They revisit the last major period of TikTok uncertainty, when ad dollars were pulled and reallocated to other platforms, and compare it to what’s happening now. The conversation covers audience behavior shifts, advertiser risk tolerance, and where budgets are most likely to move if instability continues.

Key topics include:

• The reported surge in TikTok uninstalls and why it’s happening
• Differences in behavior between Gen Z and millennial users
• What happened to ad budgets during the last TikTok scare
• Why Reddit and Instagram benefited from past reallocations
• How content moderation, privacy changes, and short-form video trends factor in.

Chapters:

00:00 Introduction to Media Monitor

01:42 Hosts Reconnect at Company Summit

02:30 TikTok's Uninstall Surge and Its Impact

04:19 Focus Groups on TikTok Usage

06:46 Historical Context of TikTok's Challenges

11:41 Advertisers' Response to TikTok Instability

15:15 Engagement and Closing Remarks

If you enjoyed this episode, be sure to follow or subscribe so you don’t miss future conversations on advertising, media strategy, and cultural marketing moments.

And if you’re listening on Apple Podcasts or Spotify, a quick rating or review helps more people discover the show.