Ticker Take

Jon Erlichman
  • 4.4 (7)
  • INVESTING
  • UPDATED WEEKLY

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

  1. 4D AGO

    SpaceX’s IPO Could Break the Stock Market

    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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    8 min

  2. 5D AGO

    A Top Trader Reveals the 9 Stocks She Actually Owns

    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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    19 min

  3. MAR 3

    6 Stocks to Invest in Using 5 Proven Metrics

    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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    26 min

  4. FEB 26

    The Startup Rebuilding America's Military From Scratch

    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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    8 min

  5. FEB 19

    These 8 Stocks Crush ROI

    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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    16 min

  6. FEB 12

    5 Under-the-Radar SPACs

    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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    14 min

  7. FEB 5

    8 Stocks for an Aging World

    The world is aging faster than ever. And our guest today sees a big opportunity for investors. In this episode of Ticker Take, investing pro Neela White walks us through the demographic trends shaping our future and highlights 8 stocks she believes are positioned to benefit. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 Aging populations -- a growth industry! 1:02 How big of an opportunity is there for investors? 2:46 How do you pick stock winners? 2:06 Stock 1 - Service Corporation International (SCI) 3:53 Stock 2 - Addus HomeCare (ADUS) 5:20 Stock 3 - Welltower (WELL) 6:40 Stock 4 - Chartwell Retirement Residences (CSH.UN) 7:40 Stock 5 - Sienna Senior Living (SIA) 9:06 Stock 6 - Extendicare (EXE) 10:36 Stock 7 - Savaria (SIS) 11:45 Stock 8 - K-Bro Linen Systems (KBL) Our thanks to Neela White for joining us on Ticker Take! Learn more Neela here: https://www.bluewingadvisorygroup.ca/your-team/bio?_=nwhite 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 #aging Learn more about your ad choices. Visit megaphone.fm/adchoices

    14 min

  8. JAN 29

    3 Cheap Internet Stocks

    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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    11 min
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Ratings & Reviews

4.4
out of 5
7 Ratings

About

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

Information

  • Creator
    Jon Erlichman
  • Years Active
    2025 - 2026
  • Episodes
    82
  • Rating
    Clean
  • Copyright
    © Jon Erlichman

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