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Ticker Take

Jon Erlichman

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

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  • 22 episodes
  • weekly
  • Avg 15 min
  • English

Episodes 22

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  • Thursday · 33 min

    The Dean of Valuation Grades 9 Trillion Dollar Stocks

    Does a trillion-dollar valuation mean a stock is actually worth buying? Aswath Damodaran says not necessarily.The NYU finance professor known on Wall Street as the "dean of valuation" breaks down the real difference between pricing a stock and valuing it, and explains why the AI boom alone doesn't justify trillion-dollar price tags. Plus, he hands out grades on how the market is currently valuing nine of the world's most valuable companies. As always, this is not financial advice. Chapters: 0:00 Intro 0:36 What to expect in this episode. 0:59 Trillion dollar company list getting long. 1:59 The secret to valuing a business. 3:31 The dangers of taking investing shortcuts. 5:28 Should you invest just because it’s worth a trillion dollars? 7:10 Can you afford not to invest in AI stocks? 13:30 Stock 1 - Nvidia (Grade B) 15:48 Stock 2 - Apple (Grade B+) 18:34 Stock 3,4,5 - Microsoft, Meta, Alphabet (Grade B-) 23:55 Stock 6 - Amazon (Grade B) 26:29 Stock 7 - Tesla (Grade C) 28:21 Stock 8 - SpaceX (Grade Incomplete) 30:36 Stock 9 - Berkshire Hathaway (Grade B) Our thanks to Aswath Damodaran! Learn more about Aswath here: https://pages.stern.nyu.edu/~adamodar/ This episode is brought to you by Global X Canada, which just launched the Global X Artificial Intelligence Memory Index ETF, ticker DRAM, a new ETF tied to one of the biggest themes in AI: memory and storage. As AI models get bigger, moving and storing all that data is becoming just as important as the chips that process it. Learn more about it here: https://www.globalx.ca/product/dram Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Give us a 5 star podcast rating! ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

  • September 17 · 9 min

    Forget the Magnificent 7: 6 Small Caps Ready To Rip

    Is the growth trade running out of steam? Ryan Modesto doesn't think so. He just thinks you have to be picky. Modesto looks for stocks with growth, momentum and quality. In this episode, he outlines six growth names that could be ready to rip. As always, this is not financial advice. Chapters: 0:00 Intro 0:26 Why small caps stocks can offer big growth potential. 1:09 Why Ryan thinks growth stock valuations are reasonable. 1:45 Ryan's framework: growth, momentum and quality. 2:30 3 stocks Ryan previously sold due to bad momentum. 3:36 Stock 1 - Nebius (NBIS) 4:25 Stock 2 - nVent Electric (NVT) 5:10 Stock 3 - SharkNinja (SN) 6:03 Stock 4 - Cellebrite (CLBT) 7:02 Stock 5 - Karman Holdings (KRMN) 7:45 Stock 6 - Kratos (KTOS) Our thanks to Ryan Modesto! Learn more about Ryan here: https://i2icapital.com/our-team Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Give us a 5 star podcast rating! ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

  • September 10 · 17 min

    The AI Analyst who called Nebius early, picks his next 6

    Are we in an AI bubble or not? We asked top AI stock picker Gil Luria for his take. Luria doesn't think we're in a bubble, but he's preparing for both scenarios. He walked us through 3 stocks that win if we're in a bubble and 3 stocks that win if we're not. As always, this is not financial advice. Chapters: 0:00 Intro 0:26 The AI debate debate feels like a tennis match. 1:12 A recap of Gil Luria's past picks on Ticker Take! 2:01 Jon's take on the AI bubble debate. 2:36 Why Gil does not think we're in a bubble. 5:37 How to analyze stocks if there's a bubble (or not). 7:14 Stock 1 if we're not in a bubble - Micron (MU) 10:00 Stock 2 if we're not in a bubble - Oracle (ORCL) 11:16 Stock 3 if we're not in a bubble - Palantir (PLTR) 13:07 Stock 4 if we're in a bubble - Apple (AAPL) 14:36 Stock 5 if we're in a bubble - Meta (META) 15:53 Stock 6 we're in a bubble - Palantir (PLTR) Thanks to Gil Luria for joining us! Follow him on X: @gilluria Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Give us a 5 star podcast rating! ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

  • September 9 · 7 min

    BREAKING: Apple Unveils iPhone Duo (3 Stocks To Watch)

    Breaking news: Apple just unveiled its first foldable iPhone, Duo. Will it excite Apple investors? We'll tell you what Wall Street thinks about Apple's stock. We also discuss 3 stocks that could benefit from the launch of Duo! As always, this is not financial advice. Chapters: 0:00 Intro 0:31 Bonus episode -- reaction to Apple's foldable iPhone, Duo! 1:19 Details on new foldable and new iPhone 18 launch. 1:48 Apple's business strategy around Duo. 2:49 Expected Revenue growth for Apple. 3:14 What is Wall Street's outlook for Apple's stock? 4:16 How many Duo foldable phones could be sold? 5:54 Stock 1 - Taiwan Semiconductor (TSM) 3:43 Stock 2 - Amphenol (APH) 4:09 Stock 3 - Skyworks (SWKS) & Qorvo (QRVO) Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Give us a 5 star podcast rating! ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #apple Learn more about your ad choices. Visit megaphone.fm/adchoices

  • September 3 · 15 min

    Stocks Michael Burry is buying and shorting.

    Michael Burry made a fortune betting against Wall Street during the financial crisis. Now, he's betting against Silicon Valley and the AI trade. In this episode, we break down his shorts and walk through the stocks he's buying. As always, this is not financial advice. Chapters: 0:00 Intro 0:26 Who is Michael Burry, really? 1:58 What Jon learned interviewing Burry. 2:39 A recap of Burry's past picks. 3:05 How Burry invests in cheap stocks. 4:37 Why Burry is betting against the AI trade. 5:42 Short 1 - Nvidia (NVDA) 6:43 Short 2 - Palantir (PLTR) 7:45 Short 3 - Micron (MU) 8:53 Short 4 - Oracle (ORCL) 9:34 Short 5 - Nebius (NBIS) 10:07 Short 6 - Caterpillar (CAT) 10:55 Long 1 - JD.com (JD) 11:49 Long 2 - MercadoLibre (MELI) 12:28 Long 3 - Zoetis (ZTS) 13:14 Long 4 - Molina Healthcare (MOH) 13:52 Longs 5 & 6 - Flutter Entertainment & DraftKings Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Give us a 5 star podcast rating! ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #nvidia Learn more about your ad choices. Visit megaphone.fm/adchoices

  • August 28 · 6 min

    Nvidia Crushed Earnings. Here Are 5 Stocks That Benefit

    Did Nvidia just re-ignite the AI trade? The company had a big quarter. And an even bigger outlook. That prompted some big calls on stocks that could benefit from Nvidia’s growth. In this episode, we’ll walk you through 5 stocks the bulls like and we’ll explain how they fit into the AI economy. As always, this is not financial advice. Chapters: 0:00 Intro 0:24 Bonus episode -- reaction to Nvidia's earnings! 1:02 What's happening with Nvidia's business? 2:18 What's the outlook for Nvidia's stock? 2:40 Stocks that could benefit from Nvidia's outlook? 3:15 Stock 1 - Micron (MU) 3:43 Stock 2 - Oracle (ORCL) 4:09 Stock 3 - Marvell Technology (MRVL) 4:35 Stock 4 - Amazon (AMZN) 5:15 Stock 5 - SpaceX (SPCX) Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Give us a 5 star podcast rating! ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #nvidia Learn more about your ad choices. Visit megaphone.fm/adchoices

  • August 27 · 28 min

    5 Luxury Stocks Built to Last

    Can't afford a Birkin bag? You can still own a piece of the company that makes it. We spoke with Markus Hansen, a portfolio manager at the global money manager Vontobel. He invests in the world's most exclusive brands for a living. While most companies want to sell as much as possible, the top players in luxury hold back supply to protect pricing power. Hansen shares 5 luxury stocks that are great at playing the long game. As always, this is not financial advice. Chapters: 0:00 Intro 0:24 Investing in luxury stocks 0:41The scarcity playbook: pricing power explained 1:11 Only 30 luxury stocks exist 1:27 3 keys to successful luxury brands 2:52 How to pick top luxury stocks 4:45 Stock 1 - Hermès (RMS) 8:23 Stock 2 - Richemont (CFR) 13:10 Stock 3 - Ferrari (RACE) 17:48 Stock 4 - Brunello Cucinelli (BC) 20:41 Stock 5 - Formula One Group (FWONK) Our thanks to Markus Hansen! https://am.vontobel.com/en/people/markus-hansen This episode of Ticker Take is brought to you by Global X Canada, which has a billion reasons to celebrate! The Global X Nasdaq-100 Index ETF (QQQX) has officially surpassed $1 billion in assets under management¹, an exciting milestone made possible by the continued trust of Canadian investors and advisors. With a management fee of 0.15%*, QQQX offers the lowest-cost access to the Nasdaq-100 in Canada.** ¹ Source: Global X Investments Canada Inc. as at July 31, 2026 *Plus applicable sales taxes ** Source: Morningstar Direct, as at July 31, 2026. Among Canadian-listed ETFs tracking the Nasdaq-100®, based on management fee. Learn more here: https://www.globalx.ca/product/qqqx Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Give us a 5 star podcast rating! ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #luxury Learn more about your ad choices. Visit megaphone.fm/adchoices

  • August 20 · 14 min

    8 Stocks From an Investor Hunting for the Next Nvidia

    Growth investor Bruce Campbell returns to Ticker Take! Bruce hunts for small caps that can deliver outsized returns. And he walks us through 8 stocks he likes right now. But hunting for the next Nvidia is not easy. As an investor, he says you have to prepare yourself for every situation, including what you'll do if the stock drops. So Bruce walks us through his approach. Let us know your approach in the comments! As always, this is not financial advice. Chapters: 0:00 Intro 0:29 Hunting for the next Nvidia! 0:51 How to spot small stocks with big growth? 1:44 Why it's important to know when to sell. 2:41 Framework for successful investing in growth stocks. 3:52 Stocks Bruce has sold since his last appearance (and why). 5:40 Stock 1 - MDA Space (MDA) 6:48 Stock 2 - Rocket Doctor AI (AIDR) 7:31 Stock 3 - RingCentral (RNG) 8:48 Stock 4 - Moog Inc (MOG/A) 9:35 Stock 5 - Bloom Energy (BE) 10:27 Stock 6 - Oceaneering International (Oll) 11:11 Stock 7 - Gentherm (THRM) 12:04 Stock 8 - Evolution Power (E) You can learn more about Bruce here: https://stonecastlefunds.ca/contact/bruce-campbell/ Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

  • August 13 · 14 min

    8 Founder-Led Stocks to Own

    Do you own stocks of founder-led companies? History suggests they outperform the market. And long-time investor Michael Monaghan has the research to back it up. He built one of the most comprehensive databases of founder-led stocks. And he's a founder himself, so he understands what it takes to build a successful business. In fact, he looks for those key characteristics when buying stocks. In the latest episode of Ticker Take, he walks us through 8 standout examples and explains why. As always, this is not financial advice. Chapters: 0:00 Intro 0:23 Understanding the founder factor! 1:37 Why founders are worth investing in -- or make better 2:20 How to pick founder-led stocks to invest in. 3:47 Stock 1 - Oracle (ORCL) 5:02 Stock 2 - Meta Platforms (META) 6:07 Stock 3 - Palantir (PLTR) 7:21 Stock 4 - Dell Technologies (DELL) 8:45 Stock 5 - Capital One (COF) 9:56 Stock 6 - Bloom Energy (BE) 11:12 Stock 7 - Waste Connections (WCN) 12:03 Stock 8 - Kodiak Sciences (KOD) You can learn more about Michael here: https://www.founderetfs.com/about Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #entrepreneur Learn more about your ad choices. Visit megaphone.fm/adchoices

  • August 6 · 15 min

    The Megatrend Playbook: 8 Stocks for AI, Aging, and Government Spending

    Matt Orton doesn't pick stocks. He picks trends, then finds the stocks riding them. This week on Ticker Take, the strategist from Raymond James Investment Management shares his "global trendsetters" -- companies leading his three megatrends of AI, an aging population, and government spending. He walks us through 8 stocks, spanning chipmakers, healthcare, and defense. As always, this is not financial advice. Chapters: 0:00 Intro 0:21 Why it's important for investors to spot long-term trends 0:48 How to build a portfolio based on megatrends 1:34 3 key megatrends - AI, aging population and government spending 4:31 Stock 1 - Sterling Infrastructure (STRL) 5:49 Stock 2 - Credo Technology (CRDO) 7:01 Stock 3 - Taiwan Semiconductor (TSM) 8:11 Stock 4 - Micron Technology (MU) 9:23 Stock 5 - BrightSpring Health Services (BTSG) 10:34 Stock 6 - Eli Lilly (LLY) 11:50 Stock 7 - L3Harris Technologies (LHX) 13:03 Stock 8 - BNY Mellon — BK You can learn more about Matt here: https://www.rjinvestmentmanagement.com/bios/matt-orton Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 30 · 12 min

    9 Home Run Growth Stocks

    It pays to take big swings. Ash Karbasfrooshan built his fortune betting on YouTube in its early days. His WatchMojo now reaches more than 100 million people a month. As an investor, he's been successful by using his intuition to focus on names with big growth potential. In the latest episode of Ticker Take, he walks us through 9 home run stocks in areas like tech and digital media. Plus, he explains his latest big swing -- trying to bring Major League Baseball's Expos back to Montreal. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 How Ash bet big on growth and YouTube! 0:59 Investing in sports - his plan to bring the Expos back to Montreal. 1:58 How to become a millionaire using intuition to spot growth stocks. 2:46 Stock 1 - Alphabet (GOOGL) 3:32 Stock 2 - Roblox (RBLX) 4:26 Stock 3 - Nvidia (NVDA) 5:18 Stock 4 - Tesla (TSLA) 6:06 Stock 5 - Amazon (AMZN) 6:58 Stock 6 - CrowdStrike (CRWD) 7:43 Stock 7 - MercadoLibre (MELI) 8:49 Stock 8 - Snowflake (SNOW) 9:50 Stock 9 - Uber (UBER) Learn more about Ash here: https://www.linkedin.com/in/ashkank/ Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 26 · 17 min

    Quantum Computing Could Break the Internet

    Quantum computing is no longer a science experiment. These machines are being built right now, and they're powerful enough that they could one day break the encryption protecting your bank account, your data, and the systems that run entire countries. We spoke exclusively with Inder Singh, the Chief Financial Officer and Chief Operating Officer of IonQ, one of the leading companies in the field. He explains what a quantum computer actually does, why it takes us beyond the AI boom, and how IonQ went from thirty people and a dream to five generations of machines running at customer sites. We break down the technology, the threat to encryption, the money pouring in from governments, and what it all means for investors. This is not financial advice. Chapters: 0:00 The machine that could break the internet 0:44 The next big leap 3:17 What it could do for you 4:47 The company at the front 6:55 The power, and the risk 10:33 Why the money is moving 13:51 Where this goes Subscribe to the Ticker Take channel to stay on top of innovations shaping the investing world! Have you signed up to be a paid subscriber to our investing newsletter? Our free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/ ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #quantumcomputing #ionq Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 23 · 17 min

    Hunting for 100 Baggers with Eric Jackson

    Most investors would be happy to match the market. Eric Jackson wants to beat it by a hundred times. This week on Ticker Take, we sit down with the founder of EMJ Capital, whose whole strategy is built around finding 100-baggers. His most famous call: buying Carvana after it had collapsed. Eric walks us through how he hunts for these names, blending AI screens with old-fashioned pattern recognition, and the 10 stocks currently in his portfolio, from AI and quantum plays to turnaround bets. As always, this is not financial advice. Chapters: 0:00 Intro 0:23 Eric Jackson returns! 0:43 Why 100-baggers are Eric's focus 1:26 How he finds these stocks (AI screens + pattern recognition) 2:22 How big he'll size a position 3:18 The mindset needed to invest in volatile stocks 4:38 Stock 1 - Carvana (CVNA) 5:39 Stock 2 - Opendoor (OPEN) 6:40 Stock 3 - IREN (IREN) 7:35 Stock 4 - Cipher Mining (CIFR) 8:23 Stock 5 - Hut 8 (HUT) 9:12 Stock 6 - BTQ Technologies (BTQ) 10:49 Stock 7 - Better Home & Finance (BETR) 12:01 Stock 8 - Peloton (PTON) 13:17 Stock 9 - Dave (DAVE) 14:37 Stock 10 - Nextdoor (NXDR) You can learn more about Eric here: https://emjcapital.ltd/about-eric-jackson/ Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 16 · 13 min

    7 Stocks That Actutally Play Defense

    Playing defense in the stock market used to seem simple. You bought staples, utilities, telecoms and pharma. But that playbook has stopped working. This week, we speak with top Wall Street strategist Adam Parker of Trivariate Research, who publishes exceptional stock market analysis for individual investors at Trivector Research: https://trivectorresearch.com/. He walks us through what has changed, and the new framework he uses to find stocks that actually protect capital when the market sells off. He shares 7 stocks on his defensive list, including a software giant and a payments network you wouldn't expect. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Playing defense in your portfolio is getting hard! 1:00 Why picking the right defensive stocks has changed. 2:33 How do you find the new defense stocks? 4:16 Stock 1 - UnitedHealth (UNH) 5:43 Stock 2 - Microsoft (MSFT) 6:41 Stock 3 - Visa (V) 7:22 Stock 4 - Eli Lilly (LLY) 8:46 Stock 5 - AbbVie (ABBV) 10:18 Stock 6 - Abbott Laboratories (ABT) 11:09 Stock 7 - Mondelez (MDLZ) Our thanks to Adam Parker for joining us on Ticker Take! If you want to become a smarter investor, check out the incredible analysis Adam offers to investors at Trivector Research: https://trivectorresearch.com/. That's not an ad! Just an endorsement of great work! Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 9 · 24 min

    The Biggest Mistakes Investors Make

    Most investing advice tells you what to buy. Barry Ritholtz would rather tell you what NOT to do. This week on Ticker Take, we sit down with Ritholtz, co-founder and chairman of Ritholtz Wealth Management and the author of How NOT To Invest. Barry walks us through 9 mistakes investors (including pros) often make — from trying to time the market to anchoring to what you paid. Plus, he walks us through the simple approach he uses to avoid making mistakes. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 What you should NOT do as an investor. 0:54 Why avoiding mistakes is the key to investing! 1:39 Some of the ways to be a successful investor. 3:34 Pros make these mistakes too! 4:44 Mistake 1 - Timing the market 7:34 Mistake 2 - Complex over simple 9:11 Mistake 3 - Politics over patience 11:33 Mistake 4 - Ignoring compounding 14:08 Mistake 5 - Survivorship bias 17:00 Mistake 6 - Panic selling 19:03 Mistake 7 - FOMO buying 20:29 Mistake 8 - Action bias 21:52 Mistake 9 - Anchoring to cost This episode of Ticker Take is brought to you by our good friends at Global X Canada. And this time, they're giving away something you can actually hold: a one-kilogram bar of pure silver, worth around thirty-five hundred dollars. The contest is free to enter, no purchase necessary, and one lucky Canadian takes it home. Enter at GlobalX.ca/contest. More here: https://www.globalx.ca/silver-bar-contest And, of course, a big thanks to Barry Ritholtz for joining us on Ticker Take! His incredible book How NOT To Invest in now out in paperback! You can find it here: https://www.hownottoinvestbook.com/ Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 2 · 14 min

    8 Quality Stocks Cheap Right Now

    The market is near all-time highs, but value investor Lorne Steinberg says there are still quality stocks trading cheap. Lorne joined us on Ticker Take with his test for finding low valuation, high quality stocks (the same approach Warren Buffett swears by). He walks us through 8 stocks on his buy list, including Buffett's own company. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 Why value stocks offer opportunity right now. 0:54 What makes a stock cheap? 1:39 How to determine if a stock is high quality? 2:56 Stock 1 - Berkshire Hathaway 4:11 Stock 2 - McDonald's (MCD) 5:40 Stock 3 - Cisco (CSCO) 6:57 Stock 4 - Adobe (ADBE) 8:11 Stock 5 - Microsoft (MSFT) 9:30 Stock 6 - Allstate (ALL) 10:51 Stock 7 - Disney (DIS) 12:27 Stock 8 - American Express (AXP) You can learn more about Lorne here: https://steinbergwealth.com/ Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

  • June 25 · 7 min

    We got inside Amazon - Here's What it Means for the Stock

    There are more than 50,000 stocks in the world. Why is Amazon the most loved? After climbing nearly 15,000% in the past 20 years, 95% of analysts still recommend the shares. And not a single analyst advises selling! You might recall this was one of the first stocks we explored on Ticker Take. So, for this episode, we did a deeper dive inside the company, which took us to its secret AI chip lab in Austin, Texas! In this episode, you'll learn how innovation is helping to fuel Amazon's profits. Plus, we'll tell you how much Wall Street thinks Amazon's stock could climb in the next year -- including a forecast from one of its biggest bulls. So, hold on to your cowboy hat! As always, this is not financial advice. Chapters: 0:00 Intro - live from Austin! 0:25 We went inside Amazon to understand what drives the stock. 1:32 Just HOW loved is Amazon's stock? 2:11 How much could Amazon shares rise in the next year? 2:56 Why Amazon's on pace for $1 trillion in annual revenue. 3:24 What's driving Amazon's profits? 3:44 A closer look inside Amazon's AI chip lab. 4:30 How much will AWS grow in the next 5 years? 5:17 Where does Amazon rank among Ticker Take's top stocks? 5:46 How much the biggest bull thinks the stock could climb. This episode of Ticker Take is brought to you by Global X Canada! If you're a fan of innovation, Global X has you covered, from CHPS for key semiconductor players to ORBX for the space theme. Learn more at GlobalX.ca. CHPS: https://www.globalx.ca/product/chps ORBX: https://www.globalx.ca/product/orbx Here's a link to that recent Dan Ives episode of Ticker Take we mentioned: https://www.youtube.com/watch?v=RIeb6J6B3Ak Hey, have you signed up to be a paid subscriber to our investing newsletter? Out free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/ ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #amazon #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

  • June 22 · 18 min

    We got Inside Amazon's Secret AI Chip Lab!

    We got rare access inside Amazon's secret AI chip lab! Tucked inside an ordinary-looking office in Austin, Texas, you'll find a business that's taking on Nvidia. That's because Amazon figured out how to design cutting-edge AI chips for its AWS customers. And its clients include some of AI's biggest stars: Anthropic, OpenAI, and Apple, to name a few. How did Amazon do it? And are they really competing with Nvidia? We explain why Amazon is a leading AI chip designer, how it's reshaping the company and what it means for investors. Plus, you'll get an exclusive look at their latest and most powerful chip, Trainium3. So come find out what's happening in the secret lab! Chapters: 0:00 Inside Amazon 1:12 The Amazon playbook 3:15 Why chips 5:52 How they build it 11:08 Why it matters to Amazon 13:43 The AI story 14:25 Where Nvidia fits 16:13 What it means for investors Coming this Thursday: Part 2 of our Amazon series. In a new Ticker Take episode, we'll explain what these AI chips mean for investors and why Wall Street loves Amazon's stock. So, subscribe to this channel to stay on top of innovations shaping the investing world! Have you signed up to be a paid subscriber to our investing newsletter? Out free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/ ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #amazon #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

  • June 18 · 10 min

    5 Golden Growth stocks to Buy on the Stumble

    Sometimes, growth stocks stumble. But that's not always a reason to sell. Often, it's a reason to buy. This week on Ticker Take, we sit down with growth stock investor Chris Stuchberry, Portfolio Manager at Wellington-Altus Private Wealth. Chris has built his approach around the moments when a quality growth company stumbles, and the pullback becomes the setup for the next leg higher. He shares 5 golden growth stock opportunities, and the framework he uses to tell which struggling names are worth buying on the dip. As always, this is not financial advice. Chapters: 0:00 Intro 0:21 Growth stocks have been on a wild ride! 0:55 Why pullbacks in growth stocks are an opportunity. 1:43 How to decide which struggling growth stocks are worth buying? 3:25 Stock 1 - Palantir (PLTR) 4:40 Stock 2 - CrowdStrike (CRWD) 5:28 Stock 3 - Robinhood (HOOD) 6:35 Stock 4 - ServiceNow (NOW) 7:58 Stock 5 - SoFi Technologies (SOFI) You can learn more about Chris here: https://wellington-altus.ca/advisor/chris-stuchberry/ Hey, have you signed up to be a paid subscriber to our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

  • June 13 · 11 min

    Space X IPO + other space stock to buy

    SpaceX just went public in an IPO for the record books. Shares rose 19% on day one, pushing the company's valuation to more than $2 trillion. So is it a buy after that big bump? In this episode of Ticker Take, we take you through the first day of trading, with reaction from SpaceX investor Chad Anderson of Space Capital. Chad walks us through other space stocks he likes. As always, this is not financial advice. Chapters: 0:00 Intro 0:17 SpaceX investor reaction to IPO 1:41 Should you invest in SpaceX? 5:27 What does SpaceX IPO mean for other space stocks? 8:22 Top space stock to buy? (Trimble, Alphabet, Rocket Lab) Want more on the SpaceX IPO? Our paid subscribers just got The Inside Take, our exclusive briefing on where SpaceX's $2.1 trillion valuation really comes from. Sign up here: https://jonerlichman.substack.com/ Thanks to Chad for joining us! Learn more about him here: https://www.spacecapital.com/team If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #spacex Learn more about your ad choices. Visit megaphone.fm/adchoices

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