Ticker Take

The AI Boom Isn't Over: 7 Stocks to Own Now

Is the AI boom nearing its end, or are we just getting started? Skeptics say tech spending is peaking. Jim Thorne of Wellington-Altus says the cycle has years left to run. Thorne compares today’s AI doubts to economist Paul Krugman’s famous 1998 prediction that the internet’s impact would be no greater than the fax machine’s. He believes we are only at the “MS-DOS phase” of AI, with productivity gains barely underway and a corporate spending boom that could stretch to 2031. He explains how he separates the real AI leaders from the pretenders and shares 7 stocks he likes right now. Stocks covered: Nvidia (NVDA), Micron (MU), Microsoft (MSFT), CrowdStrike (CRWD), Palantir (PLTR), SpaceX (SPCX), Tesla (TSLA) Chapters: 0:00 Intro: Is the AI Boom Over? 1:00 Why the AI Boom Isn't Over 2:22 How to Pick AI Winners 3:41 Stock 1: Nvidia (NVDA) 4:17 Stock 2: Micron (MU) 6:28 Stock 3: Microsoft (MSFT) 7:21 Stock 4: CrowdStrike (CRWD) 8:01 Stock 5: Palantir (PLTR) 8:40 Stock 6: SpaceX (SPCX) 9:49 Stock 7: Tesla (TSLA) 10:34 The Ticker Take Wrap-Up In this episode, Jim explains why he thinks the AI capex boom could run until 2031, and lays out his framework for picking winners: companies with a moat, access to credit markets and real free cash flow, rather than speculative names riding the AI story. He then walks through 7 AI stocks across chips, memory, cloud, cybersecurity, software and orbital compute, and explains why he sees physical AI and robotics as the next phase of the market. Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Jim or the hosts may hold positions in the stocks discussed. Thanks to Jim for joining us! Learn more about Jim and Wellington-Altus here: https://wellington-altus.ca/ 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 ● iHeartRadio: https://www.iheart.com/podcast/962-ticker-take-290358631/ You can also now find us on the streaming service Crave! https://tv.apple.com/ca/show/ticker-take/umc.cmc.6a6nu7ik63u6m3wrd2x59i3lw Connect with Ticker Take: ● Instagram: https://www.instagram.com/tickertakeshow/ ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About Jon: 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.” So, is the AI boom over? Tell us in the comments. #AIstocks #investing #AI #NVDA

6 Biotech Stocks for a Volatile Bull Market

Biotech stocks can be volatile, even in a bull market. So how do investors avoid the traps? Eden Rahim of Next Edge Capital says the secret is owning companies far along in drug development. Rahim estimates roughly 40 of the companies he's invested in have been acquired, including three he shared with us last year (like Crinetics, which Vertex agreed to buy for $10 billion). He breaks down his playbook for avoiding blowups and reveals 6 biotech stocks he likes now. Chapters: 0:00 Intro: Shopping Like Big Pharma 0:47 Biotech's New Bull Market 2:12 How Eden Avoids the Blowups 3:27 Stock 1: Cytokinetics (CYTK) 4:37 Stock 2: Legend Biotech (LEGN) 7:42 Stock 3: TG Therapeutics (TGTX) 8:56 Stock 4: Alpha Cognition (ACOG) 10:17 Moderna and the AI Factor 12:15 Stock 5: ClearPoint Neuro (CLPT) 13:27 Stock 6: Nektar Therapeutics (NKTR) 16:10 The Next Takeover Target? 17:24 The Ticker Take Wrap-Up In this episode of Ticker Take, we sit down with Eden Rahim, Portfolio Manager at Next Edge Capital, to explore where biotech investors can find opportunity after a cooldown in the sector. Rahim explains why Big Pharma is facing a massive patent cliff—and why late-stage clinical progress and proprietary drug platforms give investors an edge in navigating biotech volatility. In this episode, we cover: • Why Eden says biotech's bull market has cooled, from rising interest rates to the Moderna surge • His game plan: own companies far along in drug development, where the biggest risks are behind them • 6 biotech stock ideas, paired with Bloomberg analyst data • Why big pharma needs new drugs, and which of his picks could be next Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Eden may hold positions in the stocks discussed. Thanks to Eden for joining us! Learn more about Eden and Next Edge Capital here: https://www.nextedgecapital.com/ 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 ● iHeartRadio: https://www.iheart.com/podcast/962-ticker-take-290358631/ You can also now find us on the streaming service Crave! https://tv.apple.com/ca/show/ticker-take/umc.cmc.6a6nu7ik63u6m3wrd2x59i3lw Connect with Ticker Take: ● Instagram: https://www.instagram.com/tickertakeshow/ ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About Jon: 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 #biotech

His 5 Big Stock Calls for 2027

Think it’s time to play defense with your portfolio? John Zechner thinks so. Known as the "Stock Whisperer" after early calls on big winners like Celestica and MDA Space, the Chairman of J. Zechner Associates reveals why his 5-part market scorecard is flashing caution and shares 5 defensive stock ideas positioned for durable upside heading into 2027. Chapters: 0:00 Intro: Flashing a Warning 0:32 The Stock Whisperer's Blueprint 2:23 The Scorecard: 2009, 2018 and Today (-3 reading) 4:52 Stock 1: Microsoft (MSFT) 6:37 Stock 2: CAE (CAE) 8:02 Stock 3: Equinox Gold (EQX) 9:55 Stock 4: Rogers Communications (RCI) 12:01 Stock 5: Apotex (APTX) 13:46 The Ticker Take Wrap-Up In this episode of Ticker Take, Jon Erlichman and Caroline Lesley sit down with veteran money manager John Zechner to break down his top-down macro blueprint. Zechner explains how his proprietary scorecard—which grades monetary conditions, economic growth, corporate profits, valuations, and investor sentiment—flagged the market bottom in March 2009 (+7) and warned ahead of the late 2018 drop (-4). With the reading now sitting at -3, he breaks down why he is prioritizing cash flow, defense backlogs, gold, and healthcare. In this episode, we cover: • The 5-point macro scorecard: Why narrow AI growth, stretched valuations, and euphoric sentiment are flashing caution • How a cautious investor can still own tech: The valuation and cash flow case for Microsoft • 5 defensive stock ideas—spanning software, defense simulation, gold mining, sports/telecom assets, and Canada's record-setting GLP-1 generic drug IPO—paired with Bloomberg analyst data Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Thanks to John for joining us! Learn more about John and J. Zechner Associates here: https://www.zechner.com/ 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 ● Instagram: https://www.instagram.com/jonerlichman/?hl=en ● TikTok: https://www.tiktok.com/@jonerlichman?lang=en ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About Jon: 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 #economy

6 Stocks for Long-Term Cash Flow

Think high dividend yields always mean safe income? Keith Buchanan says chasing them could be a trap. GLOBALT Investments’ Senior Portfolio Manager breaks down why dividends are the ultimate test of business quality—and reveals 6 stocks beyond Big Tech built to keep paying and raising their payouts in good times and bad. Chapters: 0:00 Intro: Beyond Big Tech 0:37 Money doesn't grow on trees (it’s about dividend growth) 2:23 The Dividend Test: Why chasing the highest yield is a trap 4:02 Stock 1: Delta Air Lines (DAL) 0:00 5:02 Stock 2: Waste Management (WM) 6:19 Stock 3: JPMorgan Chase (JPM) 8:05 Stock 4: Devon Energy (DVN) 9:11 Stock 5: Hasbro (HAS) 10:13 Stock 6: Automatic Data Processing (ADP) 11:28 The Ticker Take wrap-up In this episode of Ticker Take, we sit down with Keith Buchanan, Senior Portfolio Manager at GLOBALT Investments, to explore where smart investors can find durable quality outside of the crowded tech trade. Buchanan explains why an unusually high dividend yield is often a warning sign of a cut rather than a bargain—and how he looks for pricing power, steady recurring cash flow, and dividend growth discipline across diverse sectors. In this episode, we cover: • What actually defines a "quality" stock and why dividends serve as the ultimate corporate receipt • The "Yield Trap": Why Buchanan prefers owning a smaller growing dividend over a high, vulnerable payout • 6 non-tech stock ideas—from legacy industrials and energy to consumer IP and financials—paired with Bloomberg analyst sentiment Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Thanks to Keith for joining us! Learn more about Keith and GLOBALT Investments here: https://www.globaltinvestments.com/ 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/ Listen to the podcast & give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1772654316 ● Spotify: https://open.spotify.com/show/2xrbo2vP9k9X52rQ0dE6w6 Connect with Jon & Ticker Take: ● X: https://x.com/JonErlichman ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley About Jon: 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 #dividends

8 Must-Own Stocks for the Rest of 2026

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: 0:00 Intro 0:28 There's always money in the banana stand...and big tech! 0:49 Why are people wrong about tech (answer: revisions, revisions, revisions). 1:13 How to determine if tech stocks are cheap. 1:56 Be careful if you're diversifying away from tech. 2:40 Stock 1: Meta Platforms (META) 3:47 Stock 2: Alphabet (GOOG) 4:31 Stock 3: Micron (MU) 5:22 Stock 4: Samsung (an ETF play) 6:11 Stock 5: Crowdstrike (CRWD) 6:57 Stock 6: Snowflake (SNOW) 7:47 Stock 7: Lumentum (LITE) 8:38 Stock 8: Kirby (KEX) 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: • Why Wall Street profit estimates remain too low, even in a volatile macro environment • How the PEG ratio reveals why the Magnificent Seven are still attractive compared to small caps • 8 stock ideas for the final stretch of 2026, paired with Bloomberg analyst data 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! ● 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 Jon: 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 #technology

• Transcript

Why This Top Investor Is Betting Big on Energy & AI

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

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

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

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

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

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

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

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

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

8 Stocks From an Investor Hunting for the Next Nvidia

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

8 Founder-Led Stocks to Own

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

The Megatrend Playbook: 8 Stocks for AI, Aging, and Government Spending

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

9 Home Run Growth Stocks

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

Quantum Computing Could Break the Internet

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

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