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Ticker Take

Ticker Take

Jon Erlichman 114 Episodes Oct 8, 2026

Ticker Take is a finance podcast hosted by Jon Erlichman that aims to make investing approachable and entertaining. It covers the latest market news, investment tips, and personal money strategies in a conversational, humorous style. The show is designed for both beginners and experienced investors, avoiding jargon and keeping explanations clear and fun. Each episode tries to educate listeners while making them laugh, giving finance a lighter feel.

Episodes

Why This Top Investor Is Betting Big on Energy & AI
Why This Top Investor Is Betting Big on Energy & AI Oct 8, 2026 637 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 sto
Adam Johnson: 7 AI Stocks on Sale Now
Adam Johnson: 7 AI Stocks on Sale Now Oct 1, 2026 955 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 0:2
The Dean of Valuation Grades 9 Trillion Dollar Stocks
The Dean of Valuation Grades 9 Trillion Dollar Stocks Sep 24, 2026 2007 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
Forget the Magnificent 7: 6 Small Caps Ready To Rip
Forget the Magnificent 7: 6 Small Caps Ready To Rip Sep 17, 2026 564 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 v
The AI Analyst who called Nebius early, picks his next 6
The AI Analyst who called Nebius early, picks his next 6 Sep 10, 2026 1036 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
BREAKING: Apple Unveils iPhone Duo (3 Stocks To Watch)
BREAKING: Apple Unveils iPhone Duo (3 Stocks To Watch) Sep 9, 2026 443 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
Stocks Michael Burry is buying and shorting.
Stocks Michael Burry is buying and shorting. Sep 3, 2026 914 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 pick
Nvidia Crushed Earnings. Here Are 5 Stocks That Benefit
Nvidia Crushed Earnings. Here Are 5 Stocks That Benefit Aug 28, 2026 379 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
5 Luxury Stocks Built to Last
5 Luxury Stocks Built to Last Aug 27, 2026 1678 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
8 Stocks From an Investor Hunting for the Next Nvidia
8 Stocks From an Investor Hunting for the Next Nvidia Aug 20, 2026 825 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
8 Founder-Led Stocks to Own
8 Founder-Led Stocks to Own Aug 13, 2026 824 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
The Megatrend Playbook: 8 Stocks for AI, Aging, and Government Spending
The Megatrend Playbook: 8 Stocks for AI, Aging, and Government Spending Aug 6, 2026 884 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 financi

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