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Artwork for Ticker Take

Ticker Take

Jon Erlichman
Artificial Intelligence
Amazon
NVIDIA
Opendoor
Tesla
Spacex
Microsoft
Alphabet
Crowdstrike
Adobe
Visa
Aging Population
Carvana
Space Economy
Netflix
Uber
Toast
Legalzoom
Starlink
Data Centers

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

PublishesTwice weeklyEpisodes112Foundeda year ago
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InvestingBusiness

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Artwork for Ticker Take

Latest Episodes

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 hav... more

YouTube

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 fou... more

YouTube

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... more

YouTube

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 ... more

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Recent Guests

Matt Orton
Market strategist and global megatrends advocate who builds a top-down investment approach
Independent/Strategist
Episode: The Megatrend Playbook: 8 Stocks for AI, Aging, and Government Spending
Ashkan Karbasfrooshan
Entrepreneur and investor, founder of WatchMojo
WatchMojo
Episode: 9 Home Run Growth Stocks
Inder Singh
Chief Financial Officer at IonQ
IonQ
Episode: Quantum Computing Could Break the Internet
Barry Ritholtz
Investor, author of How NOT To Invest, founder of Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: The Biggest Mistakes Investors Make
Lorne Steinberg
Successful value investor with three decades of investing experience
Independent investor
Episode: 8 Quality Stocks Cheap Right Now
Ron Diamond
Lead designer of Amazon's AI chips
Amazon Web Services (Annapurna Labs)
Episode: We got Inside Amazon's Secret AI Chip Lab!
Chris King
Director of the Lab in Austin
Amazon
Episode: We got Inside Amazon's Secret AI Chip Lab!
Chris Stuchberry
Growth stock investor who focuses on timing pullbacks and identifying inflection points
Episode: 5 Golden Growth stocks to Buy on the Stumble
Chad Anderson
Longtime space investor, guest on Ticker Take before
Space investor
Episode: Space X IPO + other space stock to buy

Hosts

Jon Erlichman
Host of Ticker Take
Caroline
Co-host guiding the discussion

Reviews

4.8 out of 5 stars from 25 ratings
  • Goat of entertaining Investing info

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

    Apple Podcasts
    5
    CramerZ35
    Canada4 months ago

Listeners Say

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

Guests bring practical, actionable stock ideas and frameworks.
Content blends tech insight with clear, useful investment takeaways.
Jon makes investing engaging and accessible for a wide audience.

Chart Rankings

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

Apple Podcasts
#77
Spain/Business/Investing
Apple Podcasts
#102
Denmark/Business/Investing
Apple Podcasts
#169
Argentina/Business/Investing
Apple Podcasts
#188
Mexico/Business/Investing
Apple Podcasts
#191
Spain/Business
Apple Podcasts
#207
Netherlands/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Megatrend Playbook: 8 Stocks for AI, Aging, and Government Spending
Q: Which megatrends is Matt watching right now?
Matt highlights three major forces: artificial intelligence as a core growth driver, aging demographics creating sustained demand in healthcare and related services, and fiscal dynamics where government policy and public-private partnerships steer investment and earnings growth across sectors.
Hunting for 100 Baggers with Eric Jackson
Q: How large a position do you take in your portfolio?
Typically 10 to 12 names, balancing concentration with diversification so that a few big winners can drive overall performance without leaving the rest of the portfolio exposed to idiosyncratic risk.
Hunting for 100 Baggers with Eric Jackson
Q: How do you identify misjudged or misunderstood companies?
They look for companies the market treats as X but which the founder or team believes are actually Y, using AI as a screening tool to highlight potential, followed by human judgment to confirm the thesis and select targets.
Hunting for 100 Baggers with Eric Jackson
Q: What does it take to find 100 baggers, and why pursue such outsized returns?
The host and guest discuss a philosophy of seeking a few select high-growth ideas that could 10x, 50x, or 100x over five years, driven by mispriced opportunities and catalysts, with discipline to manage risk and stay invested through volatility.
7 Stocks That Actutally Play Defense
Q: What does it mean to play defense in the stock market today?
Defense now hinges on earnings revisions, beta resilience in down markets, narrow estimate dispersion, and dividend growth, rather than relying solely on traditional staples or utilities. The guest highlights how to identify stocks that can weather downturns due to pricing power, steady demand, and disciplined fundamentals.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Ticker Take

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

A brisk, data-driven look at markets, technology, and investing that blends stock-picking frameworks with real-world business narratives. Episodes frequently thread together AI, quantum computing, cloud infrastructure, semiconductor design, and space with practical investing insights, including defensive growth ideas, ROIC-focused stock selection, and portfolio construction. A standout is the accessible, conversational approach that makes complex tech topics understandable for investors, while maintaining a strong emphasis on actionable takeaways and concrete stock ideas. Listeners likely appreciate sharp analysis, a bias toward disciplined strategies, and guests who bring deep industry expertise across tech and finance.

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Which podcasts are similar to Ticker Take?

These podcasts share a similar audience with Ticker Take:

1. In the Money with Amber Kanwar
2. The Canadian Investor
3. Motley Fool Hidden Gems Investing
4. Market Call
5. Investing Insights

How many episodes of Ticker Take are there?

Ticker Take launched a year ago and published 112 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. Matt Orton
2. Ashkan Karbasfrooshan
3. Inder Singh
4. Barry Ritholtz
5. Lorne Steinberg
6. Ron Diamond
7. Chris King
8. Chris Stuchberry

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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