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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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  • 25 episodes
  • weekly
  • Avg 14 min
  • English

Episodes 25

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  • June 22 · 17 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 · 9 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

  • June 11 · 11 min

    8 great stocks that have nothing to do with AI

    Everyone's chasing AI stocks. But are there better opportunities elsewhere? One of Wall Street's top strategists has a list of non-AI stocks that may help diversify your portfolio, given growing worries about an AI bubble. Adam Parker is the founder of Trivariate Research, and publishes exceptional stock market analysis for individual investors at Trivector Research: https://trivectorresearch.com/. In this episode, he highlights 8 non-AI stocks that meet his criteria and explains why. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 Is it time to look for non-AI stocks? 0:50 How to offset your AI exposure. 1:38 What makes a non-AI stock a good investment? 2:42 Stock 1 - Walmart (WMT) 3:35 Stock 2 - Johnson & Johnson (JNJ) 4:36 Stock 3 - Costco (COST) 5:46 Stock 4 & 5 - Exxon Mobil (XOM) & Chevron (CVX) 7:29 Stock 6 - Coca-Cola (KO) 8:54 Stock 7 -Merck (MRK) 9:51 Stock 8 - NextEra Energy (NEE) Our thanks to Adam Parker for joining us on Ticker Take! If you want to become a smarter investor, we encourage you to 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! 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: ● 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/ 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 4 · 14 min

    6 Small stocks most investors are missing!

    Most investors only know the big stocks. The smaller ones are harder to find, but have something giants don't - room to run. Jordan Zinberg of Bedford Park Capital has built his career hunting for these names. He looks for sustainable growth, reasonable valuations, aligned management and strong share price momentum. He walks through six small caps that pass his test, including one new stock he's debuting publicly for the first time. As always, this is not financial advice. Chapters: 0:00 Intro 0:29 Why should you care about small cap stocks? 1:05 How Jordan became passionate about small caps. 1:57 What are the characteristics of a good small cap stock? 3:06 The playbook for investing in small caps. 4:32 Stock 1 - Propel Holdings (PRL) 6:10 Stock 2 - Bird Construction (BDT) 7:39 Stock 3 - TerraVest Industries (TVK) 8:58 Stock 4 - Zedcor (ZDC) 10:15 Stock 5 - Source Energy Services (SHLE) 11:22 Stock 6 - Atlas Salt (SALT) - debut pick! Our thanks to Jordan Zinberg for joining us on Ticker Take! Learn more about Jordan here: https://bedfordparkcapital.com/ 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: ● 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/ 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

Showing 21–25 of 25 episodes