Ticker Take
Investing doesn’t have to be boring or confusing. Accomplished business broadcaster Jon Erlichman and entertainment media veteran Caroline Lesley break down the stock market and the forces reshaping it, including AI, in plain English. From the floor of the New York Stock Exchange to interviews with the world’s top investors on how they think and where they see opportunity, Ticker Take makes finance clear, useful and entertaining, whether you’re just learning what a ticker is or you’ve been in the market for decades. Tune in and learn to invest like a pro.
Episodes
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 Bl...
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...
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, rev...
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 sta...
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 ...
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 c...
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...
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 Jo...
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 strat...
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 ...
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 Wh...
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 alway...
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...
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 w...
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 0:2...
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 ...
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 ...
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 h...
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 ...
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 us...
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