Explorez tous les épisodes du podcast Ticker Take
| Titre | Date | Durée | |
|---|---|---|---|
| 8 Must-Own Stocks for the Rest of 2026 | 15 oct. 2026 | 00:09:46 | |
Think it’s time to dump Big Tech? Drew Pettit says that could be a huge mistake. Roundhill’s Chief Investment Strategist breaks down why Wall Street earnings revisions keep pushing tech higher—and reveals his 8 must-own stock picks for the rest of 2026. Chapters: In this episode of Ticker Take, we sit down with Drew Pettit, Chief Investment Strategist at Roundhill Investments, to look at what’s driving the market into year-end. After successfully pinpointing names like Nvidia, CrowdStrike, and Teradyne for 2026, Pettit shares why his bullish thesis comes down to three words: revisions, revisions, revisions. In this episode, we cover: Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Thanks to Drew for joining us! Learn more about him here: https://blog.roundhillinvestments.com/author/drew-pettit 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! Listen to the podcast & give us a 5-star rating: Connect with Jon & Ticker Take: Exec Producer / Co-Host: Caroline Lesley About Jon: #stocks #investing #technology | |||
| Why This Top Investor Is Betting Big on Energy & AI | 08 oct. 2026 | 00:10:37 | |
Which stocks are powering the AI boom? In this episode, we talk about 9 of them — and none are Nvidia! We go well beyond chips to focus on the real power sources: from natural gas and uranium to the infrastructure plays that make the entire buildout possible. Top-rated energy and infrastructure investor Tyler Rosenlicht joins us live at the New York Stock Exchange to walk through those 9 stocks and explain what makes them stand out. As always, this is not financial advice. Chapters: 0:00 Intro 0:31 Live at NYSE — Companies Powering the AI Boom 1:17 How Big Is This Opportunity for Investors? 1:46 Why It's Important to "Follow the Bottleneck" 2:36 Stock 1: Williams (WMB) 3:27 Stock 2: Black Hills (BKH) 4:12 Stock 3: Entergy (ETR) 4:55 Stock 4: Freeport-McMoRan (FCX) 5:36 Stock 5: Tamboran Resources (TBN) 6:30 Stock 6: MasTec (MTZ) 7:18 Stock 7: SOLV Energy (MWH) 8:10 Stock 8: Perpetua Resources (PPTA) 9:06 Stock 9: Cameco (CCJ) Thanks to Tyler Rosenlicht for joining us! Learn more about Tyler here: https://www.cohenandsteers.com/team/tyler-rosenlicht/ Special thanks to our partners @NYSEofficial for having us in studio! 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 Listen to the podcast & give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf Connect with Jon & Ticker Take: ● X: https://x.com/JonErlichman ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take." #stocks #investing #ai #energy #infrastructure | |||
| Adam Johnson: 7 AI Stocks on Sale Now | 01 oct. 2026 | 00:15:55 | |
Are AI stocks on sale? Investor Adam Johnson thinks so. He says AI went from being an investor priority to a pariah. But because of the slump, Johnson notes you can now invest in fast-growing businesses that are trading at lower multiples than the average stock in the S&P 500. He tells us about 7 AI stocks he thinks are on sale. As always, this is not financial advice. Chapters: 0:00 Intro 0:28 Live at NYSE -- what happened to AI stocks? 0:59 Today's guest: AI stock picker Adam Johnson! 1:41 Why Adam Johnson is bullish on AI. 2:55 Why he thinks AI stocks are on sale. 4:45 Stock 1 - Micron (MU) 6:09 Stock 2 - Onto Innovation (ONTO) 7:39 Stock 3 - Applied Digital (APLD) 8:43 Stock 4 - CoreWeave (CRWV) 10:22 Stock 5 - Marvell (MRVL) 11:38 Stock 6 - GE Vernova (GEV) 13:22 Stock 8 - Sterling Infrastructure (STRL) Thanks to Adam for joining us! You can learn more about AJ here: https://bullseyebrief.com/ You can also follow him on X: @AJInsight 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
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| The Dean of Valuation Grades 9 Trillion Dollar Stocks | 24 sept. 2026 | 00:33:27 | |
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) 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
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| Forget the Magnificent 7: 6 Small Caps Ready To Rip | 17 sept. 2026 | 00:09:24 | |
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
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| The AI Analyst who called Nebius early, picks his next 6 | 10 sept. 2026 | 00:17:16 | |
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
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| BREAKING: Apple Unveils iPhone Duo (3 Stocks To Watch) | 09 sept. 2026 | 00:07:23 | |
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
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| Stocks Michael Burry is buying and shorting. | 03 sept. 2026 | 00:15:14 | |
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
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| Nvidia Crushed Earnings. Here Are 5 Stocks That Benefit | 28 août 2026 | 00:06:19 | |
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
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| 5 Luxury Stocks Built to Last | 27 août 2026 | 00:27:58 | |
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
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| 8 Stocks From an Investor Hunting for the Next Nvidia | 20 août 2026 | 00:13:45 | |
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
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| 8 Founder-Led Stocks to Own | 13 août 2026 | 00:13:44 | |
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
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| The Megatrend Playbook: 8 Stocks for AI, Aging, and Government Spending | 06 août 2026 | 00:14:44 | |
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
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| 9 Home Run Growth Stocks | 30 juil. 2026 | 00:11:38 | |
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
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| Quantum Computing Could Break the Internet | 26 juil. 2026 | 00:16:37 | |
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
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| Hunting for 100 Baggers with Eric Jackson | 23 juil. 2026 | 00:17:15 | |
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
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| 7 Stocks That Actutally Play Defense | 16 juil. 2026 | 00:12:58 | |
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
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| The Biggest Mistakes Investors Make | 09 juil. 2026 | 00:24:22 | |
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
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| 8 Quality Stocks Cheap Right Now | 02 juil. 2026 | 00:14:19 | |
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
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| We got inside Amazon - Here's What it Means for the Stock | 25 juin 2026 | 00:06:35 | |
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
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| We got Inside Amazon's Secret AI Chip Lab! | 22 juin 2026 | 00:17:45 | |
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
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| 5 Golden Growth stocks to Buy on the Stumble | 18 juin 2026 | 00:09:41 | |
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
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| Space X IPO + other space stock to buy | 13 juin 2026 | 00:11:10 | |
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
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| 8 great stocks that have nothing to do with AI | 11 juin 2026 | 00:11:28 | |
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
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| 6 Small stocks most investors are missing! | 04 juin 2026 | 00:13:57 | |
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
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| 10 Stocks That Actually Make Money | 28 mai 2026 | 00:24:21 | |
If you want to invest in companies that are great at making money, earnings only tell you part of the story. David Driscoll shares the measure he uses to find the standouts - the same one Warren Buffett swears by - and the 10 stocks that make his list. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Is it too late to invest in AI stocks? 0:47 The AI boom...what inning is this? 1:00 Why are these still the early days of the AI revolution? 1:56 How do you pick AI stock winners? 6:36 Stock 1 - ASML Holding (ASML) 7:42 Stock 2 - Microsoft (MSFT) 9:01 Stock 3 - Comfort Systems USA (FIX) 11:06 Stock 4 - Lam Research (LRCX) 12:12 Stock 5 - Heico Corp (HEI) 13:53 Stock 6 - Franco-Nevada (FNV) 16:00 Stock 7 - Idexx Laboratories (IDXX) 17:18 Stock 8 - Chubb Limited (CB) 19:28 Stock 9 - CME Group (CME) 21:53 Stock 10 - Graco Inc (GGG) Our thanks to David Driscoll for joining us on Ticker Take! Learn more about David here: https://www.libertyiim.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: ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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
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| AI EATS WALL ST. | 23 mai 2026 | 00:07:04 | |
AI isn't just writing emails anymore. It's coming for Wall Street. A new generation of AI agents is starting to do the actual work that armies of bankers and analysts get paid for — building financial models, writing pitch decks, screening compliance, reviewing earnings. Anthropic just launched ten AI agents built for financial services, with JPMorgan, Goldman Sachs, Citigroup, and Visa already on board. We break down what's changing, whose jobs are at risk, and the winners and losers across the banks and the software companies that serve them. Chapters: 0:00 Intro 0:30 Chapter 1 - What's actually changing? 1:13 Section 2 - Why Wall Street? 2:09 Section 3 - Are the jobs really at risk? 3:07 Section 4 - Which firms are at risk? 3:53 Section 5 - Who are the losers? 4:35 Section 6 - A pattern we've seen before... 5:55 Section 7 - How to think about it? Subscribe to stay on top of the companies, innovations, and opportunities shaping a world where AI is exploding. Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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! #ai #wallstreet #investing
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| Dan Ives' AI Lineup: 9 Stocks, Batting 1 through 9 | 21 mai 2026 | 00:07:09 | |
Is it too late to buy AI stocks? Definitely not, according to AI bull Dan Ives of Wedbush Securities. Dan is one of the most closely followed tech analysts on Wall Street. He just returned from a trip to Asia, which confirmed his view that we're still in the early innings of the AI revolution. Sticking with the baseball analogy, Dan shared 9 AI stocks that make his all-star lineup. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Is it too late to invest in AI stocks? 0:47 The AI boom...what inning is this? 1:00 Why are these still the early days of the AI revolution? 1:56 How do you pick AI stock winners? 2:52 Stock 1 - Microsoft (MSFT) 3:16 Stock 2 - Alphabet (GOOG) 3:44 Stock 3 - Palantir (PLTR) 4:10 Stock 4 - Nvidia (NVDA) 4:30 Stock 5 - Taiwan Semiconductor (TSM) 4:51 Stock 6 - CrowdStrike (CRWD) 5:11 Stock 7 - Palo Alto Networks (PANW) 5:37 Stock 8 - AMD (AMD) 6:04 Stock 9 - Tesla (TSLA) Our thanks to Dan Ives for joining us on Ticker Take! Learn more about Dan here: https://www.wedbush.com/analysts/daniel-ives/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #ai
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| 8 Stocks for Offense AND Defense | 14 mai 2026 | 00:15:26 | |
JOIN US AT THE NYSE: How do you build a balanced portfolio that works regardless of whether the market is up or down? Today, we’ll tell you about a “barbell” investing approach that investor Jay Hatfield uses. It includes a mix of "high beta" and "low beta" stocks -- 8 names in total! As always, this is not financial advice. Chapters: 0:00 Intro 0:23 Understanding "beta" in the stock market. 1:22 The benefits of a barbell investing approach. 2:05 How do you pick good "high beta" stocks? 3:02 How do you pick good "low beta" stocks? 4:19 Stock 1 - Citizens Financial Group (CFG) - high beta 5:32 Stock 2 - Bank of America (BAC) - high beta 6:20 Stock 3 - Amazon (AMZN) - high beta 7:49 Stock 4 - Marvell Technology (MRVL) - high beta 9:17 Stock 5 - KKR (KKR) - high beta 10:44 Stock 6 - Energy Transfer (ET) - low beta 12:26 Stock 7 - Cheniere Energy (LNG) - low beta 13:32 Stock 8 - Lockheed Martin (LMT) - low beta Our thanks to Jay Hatfield for joining us on Ticker Take! Learn more about Jay here: https://www.infracapfunds.com/leadership 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #finance
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| 4 Mispriced Stocks | 07 mai 2026 | 00:09:24 | |
What are 4 mispriced stocks? We asked successful investor Liz Miller. Liz doesn’t think of herself as a stock picker. Instead, she focuses on positive economic trends and searches for stocks that are out of sync with with those trends. The idea is that if there’s a lot of wind behind an idea, BUT the market hasn’t caught up, that becomes an opportunity for investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 What are "mispriced" stocks? 0:49 Why macro trends helps identify stock opportunities. 2:12 How to find good stocks that match those trends. 3:36 Stock 1 - Toll Brothers (TOL) 5:07 Stock 2 - Lennar (LEN) 6:06 Stock 3 - Microsoft (MSFT) 7:43 Stock 4 - Netflix (NFLX) Our thanks to Liz Miller for joining us on Ticker Take! You can learn more about Liz here: https://summitplacefinancial.com/our-team/liz-miller-cfa-cfp/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #finance
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| 5 Software Stocks AI Can't Replace | 30 avr. 2026 | 00:17:47 | |
Software was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes are best set up to win in the AI era — and why they have everything to do with plumbing! As always, this is not financial advice. Chapters: 0:00 Intro 0:21 What's happening to software stocks in AI era? 0:49 Why "plumbing" companies will win in software. 2:10 How to pick a winning software stock. 5:02 Stock 1 - Palo Alto Networks (PANW) 7:09 Stock 2 - CrowdStrike (CRWD) 8:54 Stock 3 - Datadog (DDOG) 11:30 Stock 4 - Rubrik (RBRK) 14:22 Stock 5 - Cloudflare (NET) Our thanks to Fatima Boolani for joining us on Ticker Take! 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #technology
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| Bruised but built to last: 12 stocks to own | 23 avr. 2026 | 00:17:11 | |
When your stocks take a punch, do they have what it takes to get back up? Thomas Martin of Globalt Investments explains how to pick "built to last" stocks and shares 12 picks from his own portfolio. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Investor reality: stocks get bruised. 1:00 Why you should target "built to last" businesses. 1:55 How to pick a stock that is built to last? 4:01 Stock 1 - Applovin (APP) 5:19 Stock 2 -Carvana (CVNA) 6:55 Stock 3 - Robinhood (HOOD) 7:53 Stock 4 - MongoDB (MDB) 8:44 Stock 5 - Microsoft (MSFT) 9:47 Stock 6 - Oracle (ORCL) 10:47 Stock 7 - Palo Alto Networks (PANW) 11:31 Stock 8 - Palantir (PLTR) 12:30 Stock 9 - S&P Global (SPGI) 13:27 Stock 10 - Spotify (SPOT) 14:21 Stock 11 - Uber (UBER) 15:35 Stock 12 - Visa (VISA) Our thanks to Thomas Martin for joining us on Ticker Take! Learn more about Thomas here: https://www.globalt.com/thomas-martin 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #finance
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| The High 5 Stocks | 16 avr. 2026 | 00:07:35 | |
Brian Belski of Humilis Investment Strategies explained his playbook for finding winners and shared 5 high quality picks for long-term investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 The high five stocks! 0:45 Brian explains his investing approach. 1:52 How Brian finds the perfect stocks for his portfolios. 2:50 Stock 1 - Costco (COST) 3:30 Stock 2 - Alphabet (GOOG) 4:27 Stock 3 - Netflix (NFLX) 5:15 Stock 4 - Aritzia (ATZ) 6:05 Stock 5 - Alimentation Couche-Tard (ATD) Our thanks to Brian Belski for joining us on Ticker Take! Learn more about Brian and Humilis here: https://humilisinv.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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok: https://www.tiktok.com/@jonerlichman?lang=en ● Instagram: https://www.instagram.com/jonerlichman/?hl=en ● X: https://x.com/JonErlichman ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #finance
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| Get Paid to Wait with these 8 Stocks | 09 avr. 2026 | 00:10:51 | |
Investors are often told to be patient and wait for the right price. But there's a way to get paid while you wait. Value investor Chris Thom generates income on stocks he likes using options. In this episode of Ticker Take, he explained how it works and highlighted 8 stocks that are part of his strategy. As always, this is not financial advice. Chapters: 0:00 Intro 0:23 How to make money using options. 1:09 Is this strategy too good to be true? 1:35 How to pick a value stock for an options strategy. 2:19 Stock 1 - Cameco (CCO) 3:19 Stock 2 - Costco (COST) 4:02 Stock 3 - Dollarama (DOL)) 4:35 Stock 4 - General Motors (GM) 5:30 Stock 5 - Microsoft (MSFT) 6:46 Stock 6 - Pet Valu (PET) 7:31 Stock 7 - Progressive (PGR) 8:13 Stock 8 - Uber (UBER) - presented by special guest, Chris' son Monty! Our thanks to Chris Thom for joining us on Ticker Take! Learn more about Chris here: https://moatfinancial.ca/chris-thom Our thanks as well to Chris' son Monty for making a special apperance! 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #options
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| 6 Value Stocks to Watch | 02 avr. 2026 | 00:12:27 | |
Some of the smartest investors take a different view. A contrarian view. Colin Stewart is one of them. He sees opportunity in six misunderstood stocks, focusing on high-quality companies with high barriers to entry, predictable cash flows, and long-term upside. In particular, he's tracking defense and aerospace, where rising global spending creates multi-year tailwinds, and software companies hit by AI concerns that may now trade below intrinsic value. As always, this is not financial advice. Chapters: 0:00 Intro 0:27 The basics of contrarian investing. 0:54 Why value investing can outperform growth investing. 2:08 How to pick a value stock. 3:24 Stock 1 - Magellan Aerospace (MAL) 4:39 Stock 2 - Telesat (TSAT) 5:54 Stock 3 - StandardAero (SARO) 7:06 Stock 4 - Altus (AIF) 8:45 Stock 5 - Kinaxis (KXS) 10:14 - Thomson Reuters (TRI) Our thanks to Colin Stewart for joining us on Ticker Take! Learn more about Colin here: https://www.jcclark.com/team-members/colin-stewart/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #finance
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| The 4 Core AI Stocks Every Investor Should Own | 31 mars 2026 | 00:15:47 | |
AI has ushered in one of the biggest investing stories of the decade. But lately, the trade has felt complicated. There are dozens of AI stocks to choose from and plenty of debate about who the real winners will be. Plus, the market itself has been rocky, with investors selling some of the big winners. But tech investor Hatem Dhiab says don't overthink it. He believes there are four core companies at the heart of the AI economy. And if you own these stocks, you’re capturing some of the most important parts of the AI buildout: chips, memory, connectivity, and power. Plus, he shared one bonus tech stock he thinks could also be a big winner. As always, this is not financial advice. Chapters: 0:00 Intro 0:35 Did the AI trade become complicated? 0:49 Why Hatem believes you should own the 4 core AI stocks. 1:30 How Hatem picked the 4 core AI stocks. 5:40 Core AI stock 1 - Nvidia (NVDA) 7:53 Core AI stock 2 - Micron Technology (MU) 9:40 Core AI stock 3 - Amphenol (APH) 10:48 Core AI stock 4 - GE Vernova (GEV) 12:31 Bonus pick - Netflix (NFLX) Our thanks to Hatem Dhiab for joining us on Ticker Take! Learn more about Hatem here: https://www.gerberkawasaki.com/our-team/hatem-dhiab 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #ai
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| 13 century-old stocks riding the AI boom | 26 mars 2026 | 00:16:30 | |
Think old companies are boring? Think again! Investor Steve Rowles walks us through 13 century-old stocks that are quietly benefiting from the AI boom while delivering dividend growth. Discover which 13 established names are positioning themselves for tomorrow’s tech-driven economy. As always, this is not financial advice. Chapters: 0:00 Intro 0:24 What's old is new again! 0:49 Why Steve invests in old companies benefiting from AI. 1:30 How does he pick these stocks? 2:49 Stock 1 - GE Vernova (GEV) 3:41 Stock 2 - Constellation Energy (CEG) 4:25 Stock 3 - Freeport-McMoRan (FCX) 5:42 Stock 4 - Caterpillar (CAT) 6:46 Stock 5 - Eaton (ETN) 7:36 Stock 6 - AECOM (ACM) 8:34 Stock 7 - Vertiv (VRT) 9:30 Stock 8 - Schneider Electric (SU) 10:34 Stock 9 - Honeywell (HON) 12:04 Stock 10 - Siemens (SIE) 12:42 Stock 11 - JPMorgan Chase (JPM) 13:32 Stock 12 - Eli Lilly (LLY) 15:04 Stock 13 - Johnson & Johnson (JNJ) Our thanks to Steve Rowles for joining us on Ticker Take! Learn more about Steve here: https://wellington-altus.ca/advisor/steven-rowles/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #ai
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| Robots Are About to Create a $7 Trillion Market | 24 mars 2026 | 00:09:37 | |
The robotics revolution is here. Humanoid robots are walking into our world. From Tesla’s Optimus to Hyundai’s Atlas, these machines see, think, and act. They're transforming factories, streets, and homes. Analysts predict 1 billion humanoid robots by 2050 in what could become a $7 trillion market. This investing video breaks down the key players, the technology behind physical AI, and the ecosystem -- from rare earth minerals to AI chips. Chapters: 0:00 Intro 0:55 Section 1 - The market opportunity 3:33 Section 2 - The key players 5:31 Section 3 - The technology 6:42 Section 4 - The challenges & skepticism 7:29 Section 5 - The future vision Subscribe to stay on top of the companies, innovations, and opportunities shaping a world where robots move like humans! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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! #robot #technology #investing
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| 8 Quadruple Threat Stocks | 19 mars 2026 | 00:15:02 | |
Finding great stocks often means looking at more than one signal. We spoke with First Avenue Investment Counsel CIO Brian Madden about his “quadruple threat” approach to investing. He highlighted eight stocks that check four key boxes: fundamentals, technicals, quantitative signals, and macro themes. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 4 keys to picking great stocks! 0:53 Why Brian takes a "quadruple threat" approach to investing. 2:01 How you can replicate Brian's strategy. 2:58 Stock 1 - Home Depot (HD) 4:10 Stock 2 - Taiwan Semiconductor (TSM) 5:22 Stock 3 - Trican Well Service (TCW) 6:41 Stock 4 - Dollarama (DOL) 8:16 Stock 5 - McKesson (MCK) 9:44 Stock 6 - JPMorgan Chase (JPM) 11:05 Stock 7 - Shopify (SHOP) 12:32 Stock 8 - Cameco (CCJ) Our thanks to Brian Madden for joining us on Ticker Take! Learn more about Brian here: https://www.firstavenuecounsel.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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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
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| Dividends | 12 mars 2026 | 00:13:54 | |
AI is shaking up industries across the global economy. Could it also threaten the dividend income that some investors depend on? We asked Jenny Van Leeuwen Harrington, CEO of Gilman Hill Asset Management and the author of "Dividend Investing." She explained her investing process as a dividend income investor. Plus, she highlighted 10 stocks that get her stamp of approval. As always, this is not financial advice. Chapters: 0:00 Intro 0:22 Understanding dividend income investing. 0:53 Can you stress test a dividend stock for AI risks? 2:49 How Jenny picks stocks as a dividend income investor. 4:16 Stock 1 - Kimberly-Clark (KMB) 6:09 Stock 2 - Milrose Properties (MRP) 7:14 Stock 3 - Amcor (AMCR) 8:11 Stock 4 - Enterprise Products Partners (EPD) 9:59 Stock 5 - Bristol-Myers Squibb (BMY) 10:57 Stock 6 - VICI Properties (VICI) 11:25 Stock 7 - Honda (HMC) 11:54 Stock 8 - TotalEnergies (TTE) 12:24 Stock 9 - Michelin (MGDDY) 12:53 Stock 10 - Unilever (UL) Our thanks to Jenny for joining us on Ticker Take! Learn more about her here: https://gilmanhill.com/our-team/ And here's her wonderful book on dividend investing! https://www.amazon.ca/Dividend-Investing-Dependable-seasons-markets/dp/1804090468 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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
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| SpaceX’s IPO Could Break the Stock Market | 06 mars 2026 | 00:07:42 | |
SpaceX is gearing up for an IPO that will make it one of the world’s most valuable public companies. In this video, we explain how the business works, why Starlink is key to the company's success AND why Elon Musk is merging SpaceX with his artificial intelligence company, xAI. This is not financial advice. Chapters: 0:00 Intro 0:21 Chapter 1 - Understanding the business of SpaceX 0:53 Falcon 9 - the company workhorse 1:32 Chapter 2 - Starlink, the real growth opportunity 2:57 Chapter 3 - Starship, the next generation rocket 4:02 Chapter 4 - The xAI merger 4:31 Understanding SpaceX's valuation 5:38 The importance of the IPO 5:59 Chapter 5 - SpaceX's financial future 7:03 The recap 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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! #spacex #elonmusk #investing
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| A Top Trader Reveals the 9 Stocks She Actually Owns | 05 mars 2026 | 00:18:46 | |
Being a good long-term investor starts with thinking more like a trader. That's the view of Diana Avigdor of Barometer Capital Management. Diana blends tactical trading discipline with long-term portfolio construction. And her philosophy is simple. While you can like a company's fundamentals, price action in the stock has to fit the narrative. When it doesn't, your money may be better invested elsewhere. In this episode, Diana explains her strategy and highlights 9 stocks. As always, this is not financial advice. Note: keeping with her active strategy, Barometer sold Morgan Stanley since our interview. Chapters: 0:00 Intro 0:23 Our guest today blends long-term investing with trading. 0:49 Understanding why a stock's performance has to match the narrative. 2:12 Example of a stock Diana sold - Celestica (CLS) 4:01 Stock 1 - Lam Research (LRCX) 5:30 Stock 2 - Alphabet (GOOG) 7:20 Stock 3 - Nvidia (NVDA) 9:11 Stock 4 - Caterpillar (CAT) 10:54 Stock 5 - Morgan Stanley (MS) **Barometer has now sold its MS stake** 12:20 Stock 6 - JPMorgan (JPM) 13:13 Stock 7 - M&T Bank (MTB) 14:37 Stock 8 - Regions Financial (RF) 15:20 Stock 9 - Agnico Eagle Mines (AEM) Our thanks to Diana Avigdor for joining us on Ticker Take! Learn more about Diana here: https://barometercapital.ca/our-team-2/diana-avigdor/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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
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| 6 Stocks to Invest in Using 5 Proven Metrics | 03 mars 2026 | 00:25:25 | |
Most investors say they want to own great businesses. But how do you find them? We spoke with money manager Paul Harris about six stocks of businesses he believes are truly great. And he explains the five key financial metrics that make these stocks winners, from margins to free cash flow to balance sheet strength. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Get your steps in! 0:52 How do you invest in great business? 2:37 5 key metrics successful investors must know! 6:04 Stock 1 - Alphabet (GOOG) 8:48 Stock 2 - Amazon (AMZN) 12:01 Stock 3 - Visa (V) 15:37 Stock 4 - FirstService (FSV) 18:58 Stock 5 - Bank of America (BAC) 22:34 Stock 6 - Meta Platforms (META) Our thanks to Paul Harris for joining us on Ticker Take! Learn more about Paul here: https://harrisdouglas.com/who-we-are/paul-harris/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #business
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| The Startup Rebuilding America's Military From Scratch | 26 févr. 2026 | 00:07:17 | |
2026 could be a big year for IPOs. And one of the most closely watched may come from an unlikely corner of Silicon Valley: defense technology. Anduril Industries, a startup founded less than a decade ago, has reportedly reached a valuation exceeding US$60 billion in private markets. That figure places it squarely in competition with some of America’s largest and longest-standing defense contractors. We break down how Anduril is challenging Lockheed Martin, and explain what its growth and reported IPO could mean for the market. Chapters: 0:00 Intro 0:59 Chapter 1 - The Giants 1:42 Chapter 2 - The Problem 2:33 Chapter 3 - Enter Anduril 3:11 Chapter 4 - The Software Advantage 4:12 Chapter 5 - The $60 Billion Valuation 4:48 Chapter 6 - The Drone Shift 5:12 Chapter 7 - The Government Push 5:40 Chapter 8 - SV Takes Defense 6:06 Chapter 9 - Legacy Contractors? 6:27 Conclusion - The Future of Defense 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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! #technology #anduril #stockmarket
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| These 8 Stocks Crush ROI | 19 févr. 2026 | 00:15:39 | |
AI is changing how companies spend and grow. The big question for investors is not who is spending the most, but who is turning those investments into real results. We spoke with investor Kyle Taylor about 8 stocks of companies that have a history of spending their capital wisely to benefit investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:17 Why high ROI is important in the AI era. 0:52 The risks of following the crowd. 1:36 - How to pick stocks of good "self-help" businesses. 2:32 Stock 1 - RBC Bearings (RBC) 4:15 Stock 2 - Deere & Co. (DE) 5:39 Stock 3 - Roblox (RBLX) 7:55 Stock 4 - Extendicare (EXE) 9:20 Stock 5 - Exchange Income Corp. (EIF) 10:45 Stock 6 - Rogers Sugar (RSI) 12:04 Stock 7 - Cameco (CCO) 13:21 Stock 8 - Pan American Silver (PAAS) Our thanks to Kyle Taylor for joining us on Ticker Take! Learn more about Kyle here: https://www.tridelta.ca/team/kyle-taylor/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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
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| 5 Under-the-Radar SPACs | 12 févr. 2026 | 00:13:50 | |
SPACs are back! There's a new wave of deals taking early-stage growth companies public. In the latest episode of Ticker Take, we spoke with Julian Klymochko of Accelerate Financial Technologies about five under-the-radar SPACs in hot areas like quantum computing, AI infrastructure, digital assets, and healthcare. A friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:21 The return of SPACs! 0:51 Why are SPACs coming back? 1:49 - How do you pick a winning stock? 2:36 Stock 1 - Crane Harbor Acquisition (CHAC): Xanadu Quantum Technologies 5:04 Stock 2 - Churchill Capital X (NASDAQ: CCCX): Infleqtion 6:38 Stock 3 - Cantor Equity Partners II (CEPT): Securitize 8:31 Stock 4 - Willow Lane Acquisition (NASDAQ: WLAC): Boost Run 10:31 Stock 5- Perceptive Capital Solutions Corp. (PCSC): Freenome Our thanks to Julian Klymochko for joining us on Ticker Take! Learn more Julian here: https://accelerateshares.com/team/management/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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 #technology
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| 3 Cheap Internet Stocks | 29 janv. 2026 | 00:10:49 | |
What are some cheap internet stocks? In our latest Ticker Take episode, top analyst Mark Mahaney highlights 3 names offering good value. Mahaney should know - he's covered the internet sector for more than 25 years! He also explains how he's measuring whether companies are doing a good job of growing their businesses using AI. As always, this is not financial advice. Chapters: 0:00 Intro 0:15 The search for value after big gains for tech stocks! 0:36 How well are companies using AI to grow? ("Return on AI Investment") 3:00 How to find a cheap tech stock. 4:45 Stock 1 - Amazon (AMZN) 6:11 Stock 2 - Expedia (EXPE) 7:38 Stock 3 - DoorDash (DASH) Our thanks to Mark Mahaney for joining us on Ticker Take! You can learn more about him here: https://www.evercore.com/team/mark-mahaney/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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
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| The Real AI Winners | 22 janv. 2026 | 00:09:02 | |
AI has already reshaped the market, and according to investor Jamie Murray, the real opportunity is just beginning. Forget the companies building AI. The next winners could be the ones that harness it. In this episode of Ticker Take, Jamie reveals three stocks he believes are positioned for that new phase. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 Thew new phase of the AI investing 0:44 Why Jamie is still bullish on AI leaders like Nvidia and Broadcom 1:08 Why Jamie sees opportunity in stocks that will benefit from AI efficiencies 2:06 Stock 1 - Amazon (AMZN) 4:16 Stock 2 - UnitedHealth (UNH) 6:01 Stock 3 - Nu Holdings (NU) Our thanks to Jamie Murray for joining us on Ticker Take! You can learn more about him here: https://murraywealthgroup.com/jamie-murray/ 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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
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| 12 quality stocks | 15 janv. 2026 | 00:19:49 | |
How do you build the perfect portfolio? For veteran investor Lyle Stein, it comes down to three secret steps: comfort, calamity, and children. In this episode of Ticker Take, he explains each step and how it helped him build a blueprint portfolio for 2026. Plus, he revealed 12 stocks in that portfolio. As always, this is not financial advice. Chapters: 0:00 Intro 0:17 Why it's important to round out your portfolio. 0:39 How investing in themes helps offset market uncertainty. 2:47 Lyle's 3 secret steps to investing -- "the 3 c's" (comfort, calamity, children). 5:00 Stock 1 - Alphabet (GOOG) 6:19 Stock 2 - Amazon (AMZN) 7:27 Stock 3 - Sienna Senior Living (SIA) 8:21 Stock 4 - Peyto (PEY) 9:29 Stock 5 - Tourmaline (TOU) 10:30 Stock 6 - Vermilion Energy (VET) 11:37 Stock 7 - TC Pipelines (TRP) 12:36 Stock 8 - Enbridge (ENB) 13:34 Stock 9 - Cameco (CCO) 14:40 Stock 10 - Agnico Eagle Mines (AEM) 16:06 Stock 11 - Franco-Nevada (FNV) 17:10 Stock 12 - Sprott (SII) Our thanks to Lyle Stein for joining us on Ticker Take! You can learn more about him here: https://www.forvestglobal.com/ca/people 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/ Editor: Pierce Desrochers - O'Sullivan You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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
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| 6 Overlooked Stocks | 08 janv. 2026 | 00:18:38 | |
After a long bull run, how do you find growth without overpaying? Investor Grant White hunts for value opportunities, with growth upside. White’s focus is on businesses with real earnings and strong free cash flow, not crowded trades where expectations are already high. He revealed 6 stocks that fit this approach! As always, this is not financial advice. Chapters: 0:00 Intro 0:18 Today's focus: overlooked stocks. 0:54 Why stocks that blend value AND growth are winners. 2:46 The recipe behind how today's stocks were picked. 3:56 Stock 1 - MercadoLibre (MELI) 5:58 Stock 2 - Sea Ltd. (SE) 7:45 Stock 3 - CNX Resources (CNX) 10:09 Stock 4 - Cipher Pharmaceuticals (CPH) 11:55 Stock 5 - Thryv Holdings (THRY) 14:34 Stock 6 - Block (SQ) Our thanks to Grant White for joining us on Ticker Take! Learn about him here: https://www.endeavourwealth.ca/team/grant-white 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: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● 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
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