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Artwork for Ticker Take

Ticker Take

Jon Erlichman
Artificial Intelligence
Amazon
Adobe
NVIDIA
Toast
Legalzoom
Anduril Industries
Spacex
Aging Population
Unitedhealth
Nu Holdings
Toll Brothers
Lennar
Microsoft
Netflix
Barbell Investing
Alphabet, Inc.
Block, Inc.
Starlink
AI Infrastructure

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 littl... more

PublishesWeeklyEpisodes96Founded9 months ago
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BusinessInvesting

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Artwork for Ticker Take

Latest Episodes

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... more

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 s... more

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 "lo... more

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 t... more

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Recent Guests

Jay Hatfield
Guest investor presenting a barbell strategy
ICAP/Investment Strategy
Episode: 8 Stocks for Offense AND Defense
Liz Miller
Successful investor who builds portfolios around macro trends
Episode: 4 Mispriced Stocks
Fatima Boolani
Analyst, Citi
Citi
Episode: 5 Software Stocks AI Can't Replace
Thomas Martin
Investor featured on the show
Episode: Bruised but built to last: 12 stocks to own
Brian Belski
MarketPro, top Wall Street strategist and founder of Humilis
Humilis
Episode: The High 5 Stocks
Chris Thom
Investor, Mote Financial
Mote Financial
Episode: Get Paid to Wait with these 8 Stocks
Colin Stewart
Value investor discussing six stock picks
Independent value investor
Episode: 6 Value Stocks to Watch
Hatem Dhiab
Investment professional at Gerber Kawasaki
Gerber Kawasaki
Episode: The 4 Core AI Stocks Every Investor Should Own
Steve Rowles
Investor guest on Ticker Take
Independent investor
Episode: 13 century-old stocks riding the AI boom

Hosts

Jon Erlichman
Host of Ticker Take
Caroline
Co-host

Reviews

4.6 out of 5 stars from 11 ratings
  • Goat of entertaining Investing info

    Jon knows his stuff and makes investing exciting! Love his content

    Apple Podcasts
    5
    CramerZ35
    Canadaa month ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show blends market context with accessible explanations and humor.
Guests consistently bring credible expertise and actionable ideas.
Sound and pacing keep complex topics approachable for non-experts.
Listeners appreciate the practical take and clear frameworks.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#191
Canada/Business/Investing
Apple Podcasts
#171
Australia/Business/Investing
Apple Podcasts
#46
Israel/Business/Investing
Apple Podcasts
#90
Singapore/Business/Investing
Apple Podcasts
#168
Israel/Business
Apple Podcasts
#239
Indonesia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Top Investor Stock Picks
Q: Can you walk us through how Brendan Wood identifies the top 25 names from 1,400 companies?
We interview over 2,000 institutional investors annually, gather their views on roughly 1,400 covered names, and then derive a subset of the top 25 by consensus on quality metrics like CEO, strategy, board, and long-term growth, plus their stated future ownership intentions.
8 Stocks for an Aging World
Q: Okay. And it's one thing to see the investment theme. It's another to actually pick stocks that will be winners for your portfolio. So how do you do analysis on that?
Focus on recurring revenues, diversified income streams, and a moat around the business to ensure resilience as demand for aging-related services grows.
8 Stocks for Offense AND Defense
Q: Okay, so Jay, tell us what a barbell approach means.
The barbell approach means combining high beta growth opportunities with lower beta, income-generating stocks to weather volatility and reduce overall portfolio risk, aiming for steady long-term performance rather than chasing one extreme.
5 Under-the-Radar SPACs
Q: What should investors watch for in each deal to gauge credibility or risk?
Look for institutional participation (pipes), reputable investors backing the deal, and a linkage to a real growth driver (like AI infrastructure or quantum tech) that could sustain upside even if some SPACs underperform.
5 Under-the-Radar SPACs
Q: So as an investor, what's your rule book? What's your playbook? How do you find a winner?
A diversified, basket approach is key when dealing with emerging and highly risky SPACs; spread exposure across multiple deals rather than concentrating in one or two, which helps manage the inherent risks of these high-growth opportunities.

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Frequently Asked Questions About Ticker Take

What is Ticker Take about and what kind of topics does it cover?

A fast-paced investing show that blends market news, stock ideas, and practical portfolio frameworks with a light, approachable tone. Episodes span AI-driven software and cybersecurity bets, value investing theses, dividend income strategies, and even the evolving space and defense tech landscape, all anchored by veteran market insight and real-world stock ideas. The format often features methodical stock-by-stock debates, clear investment theses, and a willingness to challenge conventional wisdom, making complex topics accessible for both new and experienced investors. Standout qualities include a consistent emphasis on durable leadership, multi-asset thinking, and a framework-driven approach to evaluating opportunities in AI, data, and in... more

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Which podcasts are similar to Ticker Take?

These podcasts share a similar audience with Ticker Take:

1. Long Term Investing - With Baskin Wealth Management
2. In the Money with Amber Kanwar
3. Market Call
4. Animal Spirits Podcast
5. Ask The Compound

How many episodes of Ticker Take are there?

Ticker Take launched 9 months ago and published 96 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Ticker Take?

Recent guests on Ticker Take include:

1. Jay Hatfield
2. Liz Miller
3. Fatima Boolani
4. Thomas Martin
5. Brian Belski
6. Chris Thom
7. Colin Stewart
8. Hatem Dhiab

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