Ticker Take

Jon Erlichman

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

  1. hace 1 día

    We got Inside Amazon's Secret AI Chip Lab!

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

    18 min
  2. hace 4 días

    5 Golden Growth stocks to Buy on the Stumble

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

    10 min
  3. 13 jun

    Space X IPO + other space stock to buy

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

    12 min
  4. 11 jun

    8 great stocks that have nothing to do with AI

    Everyone's chasing AI stocks. But are there better opportunities elsewhere? One of Wall Street's top strategists has a list of non-AI stocks that may help diversify your portfolio, given growing worries about an AI bubble. Adam Parker is the founder of Trivariate Research, and publishes exceptional stock market analysis for individual investors at Trivector Research: https://trivectorresearch.com/. In this episode, he highlights 8 non-AI stocks that meet his criteria and explains why. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 Is it time to look for non-AI stocks? 0:50 How to offset your AI exposure. 1:38 What makes a non-AI stock a good investment? 2:42 Stock 1 - Walmart (WMT) 3:35 Stock 2 - Johnson & Johnson (JNJ) 4:36 Stock 3 - Costco (COST) 5:46 Stock 4 & 5 - Exxon Mobil (XOM) & Chevron (CVX) 7:29 Stock 6 - Coca-Cola (KO) 8:54 Stock 7 -Merck (MRK) 9:51 Stock 8 - NextEra Energy (NEE) Our thanks to Adam Parker for joining us on Ticker Take! If you want to become a smarter investor, we encourage you to check out the incredible analysis Adam offers to investors at Trivector Research: https://trivectorresearch.com/. That's not an ad! Just an endorsement of great work! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

    12 min
  5. 4 jun

    6 Small stocks most investors are missing!

    Most investors only know the big stocks. The smaller ones are harder to find, but have something giants don't - room to run. Jordan Zinberg of Bedford Park Capital has built his career hunting for these names. He looks for sustainable growth, reasonable valuations, aligned management and strong share price momentum. He walks through six small caps that pass his test, including one new stock he's debuting publicly for the first time. As always, this is not financial advice. Chapters: 0:00 Intro 0:29 Why should you care about small cap stocks? 1:05 How Jordan became passionate about small caps. 1:57 What are the characteristics of a good small cap stock? 3:06 The playbook for investing in small caps. 4:32 Stock 1 - Propel Holdings (PRL) 6:10 Stock 2 - Bird Construction (BDT) 7:39 Stock 3 - TerraVest Industries (TVK) 8:58 Stock 4 - Zedcor (ZDC) 10:15 Stock 5 - Source Energy Services (SHLE) 11:22 Stock 6 - Atlas Salt (SALT) - debut pick! Our thanks to Jordan Zinberg for joining us on Ticker Take! Learn more about Jordan here: https://bedfordparkcapital.com/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

    14 min
  6. 28 may

    10 Stocks That Actually Make Money

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

    25 min
  7. 23 may

    AI EATS WALL ST.

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

    8 min
  8. 21 may

    Dan Ives' AI Lineup: 9 Stocks, Batting 1 through 9

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

    8 min

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

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