Ticker Take

Jon Erlichman
  • 0.0 (0)
  • 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. 10 hr ago

    Adam Johnson: 7 AI Stocks on Sale Now

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

  2. 24 Sept

    The Dean of Valuation Grades 9 Trillion Dollar Stocks

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

  3. 17 Sept

    Forget the Magnificent 7: 6 Small Caps Ready To Rip

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

  4. 10 Sept

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

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

  5. 9 Sept

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

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

  6. 3 Sept

    Stocks Michael Burry is buying and shorting.

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

  7. 28 Aug

    Nvidia Crushed Earnings. Here Are 5 Stocks That Benefit

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

  8. 27 Aug

    5 Luxury Stocks Built to Last

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

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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
    120
  • Rating
    Clean
  • Copyright
    © Jon Erlichman

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