A CMO Confidential Interview with Dr. Dan McCarthy, marketing professor at the University of Maryland. Dan discusses how customer lifetime value and customer-based corporate valuation connect marketing to the CFO and Wall Street. He explores why paid delivery subscriptions such as DashPass and Instacart+ can create tension between company profits and consumer savings, why positive average savings can mask losses for many subscribers, and how AI agents can help consumers identify and cancel subscriptions that no longer pay off.

Key topics include:

- What credit and debit card data reveal about gambling behavior after states launch legal online sports betting

- The risks of using marketing algorithms to encourage heavier betting

- What Oura illustrates about the difference between strong unit economics and an attractive valuation

- Why combining paid and organic acquisition can hide the cost of scaling through paid channels

Tune in to hear how a family trip to New York turned into an unexpected Oura case study in Times Square.

⏱️ Chapters

0:00 - Intro

1:08 - Introduction to Customer Lifetime Value

7:01 - Loyalty Programs and Subscriptions

13:56 - AI Agents and Subscription Management

20:23 - Gambling and Prediction Markets Analytics

27:46 - IPOs, Oura, and Rent the Runway

38:41 - Final Advice and Closing Thoughts

This episode is sponsored by NOAN - the company that builds a fact layer for your brand, creating a single source of truth for your team, both human and agent. Learn more: getnoan.com/cmo.

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A CMO Confidential Interview with Tim Huelskamp, CEO and Co-Founder of 1440, a news and knowledge platform. Tim shares his thoughts on the idea that "just because all knowledge is available, doesn't mean all questions have been asked" and why the intersection of User Generated Content (UGC) and AI has created an opportunity to engage "knowledge obsessed consumers" in the middle of the marketing funnel.

Key topics include:

- How the AI revolution resembles the launch of the printing press

- Why brands shouldn't ignore the deep subject knowledge they possess

- The power of curiosity meeting well-curated information

Tune in to hear stories about wine, 401(k)s, and bioluminescent fish.

⏱️ Chapters

2:17 - The Power of Curated Content

7:05 - Curation versus Algorithmic Search

9:59 - Knowledge Serendipity and Market Demand

16:29 - The Curiosity Graph in Marketing

26:25 - Fact-Checking and Avoiding AI Slop

32:30 - A Private Equity April Fools Story

This episode is sponsored by NOAN - the company that builds a fact layer for your brand, creating a single source of truth for your team, both human and agent. Learn more: getnoan.com/cmo.

Subscribe for weekly episodes featuring world-class marketing leaders, board members, and C-Suite executives.

#CMOConfidential, #MarketingLeadership, #BrandStrategy, #CorporateActivism, #MarketingStrategy, #CMO, #AIinMarketing, #ExecutiveLeadership, #BrandReputation, #ConsumerTrust, #DigitalMarketing, #MarketingInsights, #ThoughtLeadership, #BusinessStrategy, #CustomerCentric

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A CMO Confidential Interview with Dr. Peter Fader, Professor of Marketing at The Wharton School of Business. Pete discusses the application of Customer Lifetime Value (CLTV) to the business side of sports, the use of analytics to manage the fan base, and how baseball has gone from resisting technology to embracing things like dynamic pricing and facial recognition.

Key topics include:

- Why the General Manager of the Phillies went back to B-School to become the leader of the business side

- The need to connect the actions and experiences of the fan base versus managing individual activities

- Why, no matter what you think, your business can benefit from customer analytics

Tune in to hear stories about StubHub and Spotify.

⏱️ Chapters

0:58 - Introduction of Dr. Peter Fader

4:08 - Sam Fuld's Transition to Business Operations

8:42 - Solving the StubHub Problem and MLB Project

18:18 - Fan Analytics and Modern Fan Experience

21:28 - Dynamic Pricing and Overcoming Tradition

28:47 - Universal Business Takeaways and Closing

This episode is sponsored by NOAN - the company that builds a fact layer for your brand, creating a single source of truth for your team, both human and agent. Learn more: getnoan.com/cmo.

Subscribe for weekly episodes featuring world-class marketing leaders, board members, and C-Suite executives.

#CMOConfidential, #MarketingLeadership, #BrandStrategy, #CorporateActivism, #MarketingStrategy, #CMO, #AIinMarketing, #ExecutiveLeadership, #BrandReputation, #ConsumerTrust, #DigitalMarketing, #MarketingInsights, #ThoughtLeadership, #BusinessStrategy, #CustomerCentric

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.