Ticker Take

Ticker Take

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.

Episodes

May 28, 2026 24 mins
If you want to invest in companies that are great at making money, earnings only tell you part of the story. David Driscoll shares the measure he uses to find the standouts - the same one Warren Buffett swears by - and the 10 stocks that make his list. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Is it too late to invest in AI stocks? 0:47 The AI boom...what inning is this? 1:00 Why are these still the early...
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AI isn't just writing emails anymore. It's coming for Wall Street. A new generation of AI agents is starting to do the actual work that armies of bankers and analysts get paid for — building financial models, writing pitch decks, screening compliance, reviewing earnings. Anthropic just launched ten AI agents built for financial services, with JPMorgan, Goldman Sachs, Citigroup, and Visa already on board. We break down what's changi...
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Is it too late to buy AI stocks? Definitely not, according to AI bull Dan Ives of Wedbush Securities. Dan is one of the most closely followed tech analysts on Wall Street. He just returned from a trip to Asia, which confirmed his view that we're still in the early innings of the AI revolution. Sticking with the baseball analogy, Dan shared 9 AI stocks that make his all-star lineup. As always, this is not financial advice. Cha...
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May 14, 2026 15 mins
JOIN US AT THE NYSE: How do you build a balanced portfolio that works regardless of whether the market is up or down? Today, we’ll tell you about a “barbell” investing approach that investor Jay Hatfield uses. It includes a mix of "high beta" and "low beta" stocks -- 8 names in total! As always, this is not financial advice. Chapters: 0:00 Intro 0:23 Understanding "beta" in the stock market. 1:22 The benefits of a barbell invest...
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May 7, 2026 9 mins
What are 4 mispriced stocks? We asked successful investor Liz Miller. Liz doesn’t think of herself as a stock picker. Instead, she focuses on positive economic trends and searches for stocks that are out of sync with with those trends. The idea is that if there’s a lot of wind behind an idea, BUT the market hasn’t caught up, that becomes an opportunity for investors. As always, this is not financial advice. Chapters: 0:00 Intro 0...
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April 30, 2026 18 mins
Software was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes are best set up to win in the AI era — and why they have everything to do with plumbing! As always, this is not financial advice. Chapters: 0:00 Intro 0:21 What's happening to software stocks in A...
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When your stocks take a punch, do they have what it takes to get back up? Thomas Martin of Globalt Investments explains how to pick "built to last" stocks and shares 12 picks from his own portfolio. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Investor reality: stocks get bruised. 1:00 Why you should target "built to last" businesses. 1:55 How to pick a stock that is built to last? 4:01 Stock 1 - Applovin (AP...
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April 16, 2026 8 mins
Brian Belski of Humilis Investment Strategies explained his playbook for finding winners and shared 5 high quality picks for long-term investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 The high five stocks! 0:45 Brian explains his investing approach. 1:52 How Brian finds the perfect stocks for his portfolios. 2:50 Stock 1 - Costco (COST) 3:30 Stock 2 - Alphabet (GOOG) 4:27 Stock 3 - Netflix (NFL...
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April 9, 2026 10 mins
Investors are often told to be patient and wait for the right price. But there's a way to get paid while you wait. Value investor Chris Thom generates income on stocks he likes using options. In this episode of Ticker Take, he explained how it works and highlighted 8 stocks that are part of his strategy. As always, this is not financial advice. Chapters: 0:00 Intro 0:23 How to make money using options. 1:09 Is this strategy too...
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April 2, 2026 12 mins
Some of the smartest investors take a different view. A contrarian view. Colin Stewart is one of them. He sees opportunity in six misunderstood stocks, focusing on high-quality companies with high barriers to entry, predictable cash flows, and long-term upside. In particular, he's tracking defense and aerospace, where rising global spending creates multi-year tailwinds, and software companies hit by AI concerns that may now trade ...
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AI has ushered in one of the biggest investing stories of the decade. But lately, the trade has felt complicated. There are dozens of AI stocks to choose from and plenty of debate about who the real winners will be. Plus, the market itself has been rocky, with investors selling some of the big winners. But tech investor Hatem Dhiab says don't overthink it. He believes there are four core companies at the heart of the AI economy. A...
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Think old companies are boring? Think again! Investor Steve Rowles walks us through 13 century-old stocks that are quietly benefiting from the AI boom while delivering dividend growth. Discover which 13 established names are positioning themselves for tomorrow’s tech-driven economy. As always, this is not financial advice. Chapters: 0:00 Intro 0:24 What's old is new again! 0:49 Why Steve invests in old companies benefiting from AI...
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The robotics revolution is here. Humanoid robots are walking into our world. From Tesla’s Optimus to Hyundai’s Atlas, these machines see, think, and act. They're transforming factories, streets, and homes. Analysts predict 1 billion humanoid robots by 2050 in what could become a $7 trillion market. This investing video breaks down the key players, the technology behind physical AI, and the ecosystem -- from rare earth minerals to...
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March 19, 2026 15 mins
Finding great stocks often means looking at more than one signal. We spoke with First Avenue Investment Counsel CIO Brian Madden about his “quadruple threat” approach to investing. He highlighted eight stocks that check four key boxes: fundamentals, technicals, quantitative signals, and macro themes. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 4 keys to picking great stocks! 0:53 Why Brian takes a "quadrupl...
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March 12, 2026 14 mins
AI is shaking up industries across the global economy. Could it also threaten the dividend income that some investors depend on? We asked Jenny Van Leeuwen Harrington, CEO of Gilman Hill Asset Management and the author of "Dividend Investing." She explained her investing process as a dividend income investor. Plus, she highlighted 10 stocks that get her stamp of approval. As always, this is not financial advice. Chapters: 0:00 I...
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SpaceX is gearing up for an IPO that will make it one of the world’s most valuable public companies. In this video, we explain how the business works, why Starlink is key to the company's success AND why Elon Musk is merging SpaceX with his artificial intelligence company, xAI. This is not financial advice. Chapters: 0:00 Intro 0:21 Chapter 1 - Understanding the business of SpaceX 0:53 Falcon 9 - the company workhorse 1:32 Chapt...
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Being a good long-term investor starts with thinking more like a trader. That's the view of Diana Avigdor of Barometer Capital Management. Diana blends tactical trading discipline with long-term portfolio construction. And her philosophy is simple. While you can like a company's fundamentals, price action in the stock has to fit the narrative. When it doesn't, your money may be better invested elsewhere. In this episode, Diana ...
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Most investors say they want to own great businesses. But how do you find them? We spoke with money manager Paul Harris about six stocks of businesses he believes are truly great. And he explains the five key financial metrics that make these stocks winners, from margins to free cash flow to balance sheet strength. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Get your steps in! 0:52 How do you invest in grea...
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2026 could be a big year for IPOs. And one of the most closely watched may come from an unlikely corner of Silicon Valley: defense technology. Anduril Industries, a startup founded less than a decade ago, has reportedly reached a valuation exceeding US$60 billion in private markets. That figure places it squarely in competition with some of America’s largest and longest-standing defense contractors. We break down how Anduril is cha...
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February 19, 2026 16 mins
AI is changing how companies spend and grow. The big question for investors is not who is spending the most, but who is turning those investments into real results. We spoke with investor Kyle Taylor about 8 stocks of companies that have a history of spending their capital wisely to benefit investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:17 Why high ROI is important in the AI era. 0:52 The risks of foll...
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