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. 1d ago

    Hunting for 100 Baggers with Eric Jackson

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

  2. Jul 16

    7 Stocks That Actutally Play Defense

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

  3. Jul 9

    The Biggest Mistakes Investors Make

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

  4. Jul 2

    8 Quality Stocks Cheap Right Now

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

  5. Jun 25

    We got inside Amazon - Here's What it Means for the Stock

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

  6. Jun 22

    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

  7. Jun 18

    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

  8. Jun 13

    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

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.

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