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Est. listeners per new episode within ~30 days
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On the show
Recent episodes
5 Software Stocks AI Can't Replace
Apr 30, 2026
18m 16s
Bruised but built to last: 12 stocks to own
Apr 23, 2026
17m 40s
The High 5 Stocks
Apr 16, 2026
8m 05s
Get Paid to Wait with these 8 Stocks
Apr 9, 2026
10m 30s
6 Value Stocks to Watch
Apr 2, 2026
12m 57s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 4/30/26 | 5 Software Stocks AI Can't Replace | 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 AI era? 0:49 Why "plumbing" companies will win in software. 2:10 How to pick a winning software stock. 5:02 Stock 1 - Palo Alto Networks (PANW) 7:09 Stock 2 - CrowdStrike (CRWD) 8:54 Stock 3 - Datadog (DDOG) 11:30 Stock 4 - Rubrik (RBRK) 14:22 Stock 5 - Cloudflare (NET) Our thanks to Fatima Boolani for joining us on Ticker Take! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices | 18m 16s | ||||||
| 4/23/26 | Bruised but built to last: 12 stocks to own | 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 (APP) 5:19 Stock 2 -Carvana (CVNA) 6:55 Stock 3 - Robinhood (HOOD) 7:53 Stock 4 - MongoDB (MDB) 8:44 Stock 5 - Microsoft (MSFT) 9:47 Stock 6 - Oracle (ORCL) 10:47 Stock 7 - Palo Alto Networks (PANW) 11:31 Stock 8 - Palantir (PLTR) 12:30 Stock 9 - S&P Global (SPGI) 13:27 Stock 10 - Spotify (SPOT) 14:21 Stock 11 - Uber (UBER) 15:35 Stock 12 - Visa (VISA) Our thanks to Thomas Martin for joining us on Ticker Take! Learn more about Thomas here: https://www.globalt.com/thomas-martin If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices | 17m 40s | ||||||
| 4/16/26 | The High 5 Stocks | 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 (NFLX) 5:15 Stock 4 - Aritzia (ATZ) 6:05 Stock 5 - Alimentation Couche-Tard (ATD) Our thanks to Brian Belski for joining us on Ticker Take! Learn more about Brian and Humilis here: https://humilisinv.com/team/ If you’re just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok: https://www.tiktok.com/@jonerlichman?lang=en ● Instagram: https://www.instagram.com/jonerlichman/?hl=en ● X: https://x.com/JonErlichman ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website: https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I’ve had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices | 8m 05s | ||||||
| 4/9/26 |  Get Paid to Wait with these 8 Stocks | 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 good to be true? 1:35 How to pick a value stock for an options strategy. 2:19 Stock 1 - Cameco (CCO) 3:19 Stock 2 - Costco (COST) 4:02 Stock 3 - Dollarama (DOL)) 4:35 Stock 4 - General Motors (GM) 5:30 Stock 5 - Microsoft (MSFT) 6:46 Stock 6 - Pet Valu (PET) 7:31 Stock 7 - Progressive (PGR) 8:13 Stock 8 - Uber (UBER) - presented by special guest, Chris' son Monty! Our thanks to Chris Thom for joining us on Ticker Take! Learn more about Chris here: https://moatfinancial.ca/chris-thom Our thanks as well to Chris' son Monty for making a special apperance! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #options Learn more about your ad choices. Visit megaphone.fm/adchoices | 10m 30s | ||||||
| 4/2/26 | 6 Value Stocks to Watch | 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 below intrinsic value. As always, this is not financial advice. Chapters: 0:00 Intro 0:27 The basics of contrarian investing. 0:54 Why value investing can outperform growth investing. 2:08 How to pick a value stock. 3:24 Stock 1 - Magellan Aerospace (MAL) 4:39 Stock 2 - Telesat (TSAT) 5:54 Stock 3 - StandardAero (SARO) 7:06 Stock 4 - Altus (AIF) 8:45 Stock 5 - Kinaxis (KXS) 10:14 - Thomson Reuters (TRI) Our thanks to Colin Stewart for joining us on Ticker Take! Learn more about Colin here: https://www.jcclark.com/team-members/colin-stewart/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices | 12m 57s | ||||||
| 3/31/26 | The 4 Core AI Stocks Every Investor Should Own | 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. And if you own these stocks, you’re capturing some of the most important parts of the AI buildout: chips, memory, connectivity, and power. Plus, he shared one bonus tech stock he thinks could also be a big winner. As always, this is not financial advice. Chapters: 0:00 Intro 0:35 Did the AI trade become complicated? 0:49 Why Hatem believes you should own the 4 core AI stocks. 1:30 How Hatem picked the 4 core AI stocks. 5:40 Core AI stock 1 - Nvidia (NVDA) 7:53 Core AI stock 2 - Micron Technology (MU) 9:40 Core AI stock 3 - Amphenol (APH) 10:48 Core AI stock 4 - GE Vernova (GEV) 12:31 Bonus pick - Netflix (NFLX) Our thanks to Hatem Dhiab for joining us on Ticker Take! Learn more about Hatem here: https://www.gerberkawasaki.com/our-team/hatem-dhiab If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices | 16m 16s | ||||||
| 3/26/26 |  13 century-old stocks riding the AI boom | 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. 1:30 How does he pick these stocks? 2:49 Stock 1 - GE Vernova (GEV) 3:41 Stock 2 - Constellation Energy (CEG) 4:25 Stock 3 - Freeport-McMoRan (FCX) 5:42 Stock 4 - Caterpillar (CAT) 6:46 Stock 5 - Eaton (ETN) 7:36 Stock 6 - AECOM (ACM) 8:34 Stock 7 - Vertiv (VRT) 9:30 Stock 8 - Schneider Electric (SU) 10:34 Stock 9 - Honeywell (HON) 12:04 Stock 10 - Siemens (SIE) 12:42 Stock 11 - JPMorgan Chase (JPM) 13:32 Stock 12 - Eli Lilly (LLY) 15:04 Stock 13 - Johnson & Johnson (JNJ) Our thanks to Steve Rowles for joining us on Ticker Take! Learn more about Steve here: https://wellington-altus.ca/advisor/steven-rowles/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices | 16m 59s | ||||||
| 3/24/26 |  Robots Are About to Create a $7 Trillion Market | 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 AI chips. Chapters: 0:00 Intro 0:55 Section 1 - The market opportunity 3:33 Section 2 - The key players 5:31 Section 3 - The technology 6:42 Section 4 - The challenges & skepticism 7:29 Section 5 - The future vision Subscribe to stay on top of the companies, innovations, and opportunities shaping a world where robots move like humans! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #robot #technology #investing Learn more about your ad choices. Visit megaphone.fm/adchoices | 10m 07s | ||||||
| 3/19/26 | 8 Quadruple Threat Stocks | 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 "quadruple threat" approach to investing. 2:01 How you can replicate Brian's strategy. 2:58 Stock 1 - Home Depot (HD) 4:10 Stock 2 - Taiwan Semiconductor (TSM) 5:22 Stock 3 - Trican Well Service (TCW) 6:41 Stock 4 - Dollarama (DOL) 8:16 Stock 5 - McKesson (MCK) 9:44 Stock 6 - JPMorgan Chase (JPM) 11:05 Stock 7 - Shopify (SHOP) 12:32 Stock 8 - Cameco (CCJ) Our thanks to Brian Madden for joining us on Ticker Take! Learn more about Brian here: https://www.firstavenuecounsel.com/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices | 15m 31s | ||||||
| 3/12/26 | Dividends | 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 Intro 0:22 Understanding dividend income investing. 0:53 Can you stress test a dividend stock for AI risks? 2:49 How Jenny picks stocks as a dividend income investor. 4:16 Stock 1 - Kimberly-Clark (KMB) 6:09 Stock 2 - Milrose Properties (MRP) 7:14 Stock 3 - Amcor (AMCR) 8:11 Stock 4 - Enterprise Products Partners (EPD) 9:59 Stock 5 - Bristol-Myers Squibb (BMY) 10:57 Stock 6 - VICI Properties (VICI) 11:25 Stock 7 - Honda (HMC) 11:54 Stock 8 - TotalEnergies (TTE) 12:24 Stock 9 - Michelin (MGDDY) 12:53 Stock 10 - Unilever (UL) Our thanks to Jenny for joining us on Ticker Take! Learn more about her here: https://gilmanhill.com/our-team/ And here's her wonderful book on dividend investing! https://www.amazon.ca/Dividend-Investing-Dependable-seasons-markets/dp/1804090468 If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices | 14m 23s | ||||||
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| 3/6/26 |  SpaceX’s IPO Could Break the Stock Market | 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 Chapter 2 - Starlink, the real growth opportunity 2:57 Chapter 3 - Starship, the next generation rocket 4:02 Chapter 4 - The xAI merger 4:31 Understanding SpaceX's valuation 5:38 The importance of the IPO 5:59 Chapter 5 - SpaceX's financial future 7:03 The recap If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #spacex #elonmusk #investing Learn more about your ad choices. Visit megaphone.fm/adchoices | 8m 11s | ||||||
| 3/5/26 |  A Top Trader Reveals the 9 Stocks She Actually Owns | 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 explains her strategy and highlights 9 stocks. As always, this is not financial advice. Note: keeping with her active strategy, Barometer sold Morgan Stanley since our interview. Chapters: 0:00 Intro 0:23 Our guest today blends long-term investing with trading. 0:49 Understanding why a stock's performance has to match the narrative. 2:12 Example of a stock Diana sold - Celestica (CLS) 4:01 Stock 1 - Lam Research (LRCX) 5:30 Stock 2 - Alphabet (GOOG) 7:20 Stock 3 - Nvidia (NVDA) 9:11 Stock 4 - Caterpillar (CAT) 10:54 Stock 5 - Morgan Stanley (MS) **Barometer has now sold its MS stake** 12:20 Stock 6 - JPMorgan (JPM) 13:13 Stock 7 - M&T Bank (MTB) 14:37 Stock 8 - Regions Financial (RF) 15:20 Stock 9 - Agnico Eagle Mines (AEM) Our thanks to Diana Avigdor for joining us on Ticker Take! Learn more about Diana here: https://barometercapital.ca/our-team-2/diana-avigdor/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices | 19m 15s | ||||||
| 3/3/26 |  6 Stocks to Invest in Using 5 Proven Metrics | 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 great business? 2:37 5 key metrics successful investors must know! 6:04 Stock 1 - Alphabet (GOOG) 8:48 Stock 2 - Amazon (AMZN) 12:01 Stock 3 - Visa (V) 15:37 Stock 4 - FirstService (FSV) 18:58 Stock 5 - Bank of America (BAC) 22:34 Stock 6 - Meta Platforms (META) Our thanks to Paul Harris for joining us on Ticker Take! Learn more about Paul here: https://harrisdouglas.com/who-we-are/paul-harris/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #business Learn more about your ad choices. Visit megaphone.fm/adchoices | 25m 55s | ||||||
| 2/26/26 |  The Startup Rebuilding America's Military From Scratch | 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 challenging Lockheed Martin, and explain what its growth and reported IPO could mean for the market. Chapters: 0:00 Intro 0:59 Chapter 1 - The Giants 1:42 Chapter 2 - The Problem 2:33 Chapter 3 - Enter Anduril 3:11 Chapter 4 - The Software Advantage 4:12 Chapter 5 - The $60 Billion Valuation 4:48 Chapter 6 - The Drone Shift 5:12 Chapter 7 - The Government Push 5:40 Chapter 8 - SV Takes Defense 6:06 Chapter 9 - Legacy Contractors? 6:27 Conclusion - The Future of Defense If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #technology #anduril #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices | 7m 47s | ||||||
| 2/19/26 |  These 8 Stocks Crush ROI | 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 following the crowd. 1:36 - How to pick stocks of good "self-help" businesses. 2:32 Stock 1 - RBC Bearings (RBC) 4:15 Stock 2 - Deere & Co. (DE) 5:39 Stock 3 - Roblox (RBLX) 7:55 Stock 4 - Extendicare (EXE) 9:20 Stock 5 - Exchange Income Corp. (EIF) 10:45 Stock 6 - Rogers Sugar (RSI) 12:04 Stock 7 - Cameco (CCO) 13:21 Stock 8 - Pan American Silver (PAAS) Our thanks to Kyle Taylor for joining us on Ticker Take! Learn more about Kyle here: https://www.tridelta.ca/team/kyle-taylor/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices | 16m 09s | ||||||
| 2/12/26 | 5 Under-the-Radar SPACs | SPACs are back! There's a new wave of deals taking early-stage growth companies public. In the latest episode of Ticker Take, we spoke with Julian Klymochko of Accelerate Financial Technologies about five under-the-radar SPACs in hot areas like quantum computing, AI infrastructure, digital assets, and healthcare. A friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:21 The return of SPACs! 0:51 Why are SPACs coming back? 1:49 - How do you pick a winning stock? 2:36 Stock 1 - Crane Harbor Acquisition (CHAC): Xanadu Quantum Technologies 5:04 Stock 2 - Churchill Capital X (NASDAQ: CCCX): Infleqtion 6:38 Stock 3 - Cantor Equity Partners II (CEPT): Securitize 8:31 Stock 4 - Willow Lane Acquisition (NASDAQ: WLAC): Boost Run 10:31 Stock 5- Perceptive Capital Solutions Corp. (PCSC): Freenome Our thanks to Julian Klymochko for joining us on Ticker Take! Learn more Julian here: https://accelerateshares.com/team/management/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices | 13m 34s | ||||||
| 2/5/26 |  8 Stocks for an Aging World | The world is aging faster than ever. And our guest today sees a big opportunity for investors. In this episode of Ticker Take, investing pro Neela White walks us through the demographic trends shaping our future and highlights 8 stocks she believes are positioned to benefit. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 Aging populations -- a growth industry! 1:02 How big of an opportunity is there for investors? 2:46 How do you pick stock winners? 2:06 Stock 1 - Service Corporation International (SCI) 3:53 Stock 2 - Addus HomeCare (ADUS) 5:20 Stock 3 - Welltower (WELL) 6:40 Stock 4 - Chartwell Retirement Residences (CSH.UN) 7:40 Stock 5 - Sienna Senior Living (SIA) 9:06 Stock 6 - Extendicare (EXE) 10:36 Stock 7 - Savaria (SIS) 11:45 Stock 8 - K-Bro Linen Systems (KBL) Our thanks to Neela White for joining us on Ticker Take! Learn more Neela here: https://www.bluewingadvisorygroup.ca/your-team/bio?_=nwhite If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #aging Learn more about your ad choices. Visit megaphone.fm/adchoices | 13m 35s | ||||||
| 1/29/26 | 3 Cheap Internet Stocks | What are some cheap internet stocks? In our latest Ticker Take episode, top analyst Mark Mahaney highlights 3 names offering good value. Mahaney should know - he's covered the internet sector for more than 25 years! He also explains how he's measuring whether companies are doing a good job of growing their businesses using AI. As always, this is not financial advice. Chapters: 0:00 Intro 0:15 The search for value after big gains for tech stocks! 0:36 How well are companies using AI to grow? ("Return on AI Investment") 3:00 How to find a cheap tech stock. 4:45 Stock 1 - Amazon (AMZN) 6:11 Stock 2 - Expedia (EXPE) 7:38 Stock 3 - DoorDash (DASH) Our thanks to Mark Mahaney for joining us on Ticker Take! You can learn more about him here: https://www.evercore.com/team/mark-mahaney/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices | 10m 33s | ||||||
| 1/22/26 | The Real AI Winners | AI has already reshaped the market, and according to investor Jamie Murray, the real opportunity is just beginning. Forget the companies building AI. The next winners could be the ones that harness it. In this episode of Ticker Take, Jamie reveals three stocks he believes are positioned for that new phase. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 Thew new phase of the AI investing 0:44 Why Jamie is still bullish on AI leaders like Nvidia and Broadcom 1:08 Why Jamie sees opportunity in stocks that will benefit from AI efficiencies 2:06 Stock 1 - Amazon (AMZN) 4:16 Stock 2 - UnitedHealth (UNH) 6:01 Stock 3 - Nu Holdings (NU) Our thanks to Jamie Murray for joining us on Ticker Take! You can learn more about him here: https://murraywealthgroup.com/jamie-murray/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices | 8m 46s | ||||||
| 1/15/26 | 12 quality stocks | How do you build the perfect portfolio? For veteran investor Lyle Stein, it comes down to three secret steps: comfort, calamity, and children. In this episode of Ticker Take, he explains each step and how it helped him build a blueprint portfolio for 2026. Plus, he revealed 12 stocks in that portfolio. As always, this is not financial advice. Chapters: 0:00 Intro 0:17 Why it's important to round out your portfolio. 0:39 How investing in themes helps offset market uncertainty. 2:47 Lyle's 3 secret steps to investing -- "the 3 c's" (comfort, calamity, children). 5:00 Stock 1 - Alphabet (GOOG) 6:19 Stock 2 - Amazon (AMZN) 7:27 Stock 3 - Sienna Senior Living (SIA) 8:21 Stock 4 - Peyto (PEY) 9:29 Stock 5 - Tourmaline (TOU) 10:30 Stock 6 - Vermilion Energy (VET) 11:37 Stock 7 - TC Pipelines (TRP) 12:36 Stock 8 - Enbridge (ENB) 13:34 Stock 9 - Cameco (CCO) 14:40 Stock 10 - Agnico Eagle Mines (AEM) 16:06 Stock 11 - Franco-Nevada (FNV) 17:10 Stock 12 - Sprott (SII) Our thanks to Lyle Stein for joining us on Ticker Take! You can learn more about him here: https://www.forvestglobal.com/ca/people If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Editor: Pierce Desrochers - O'Sullivan You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices | 19m 33s | ||||||
| 1/8/26 |  6 Overlooked Stocks | After a long bull run, how do you find growth without overpaying? Investor Grant White hunts for value opportunities, with growth upside. White’s focus is on businesses with real earnings and strong free cash flow, not crowded trades where expectations are already high. He revealed 6 stocks that fit this approach! As always, this is not financial advice. Chapters: 0:00 Intro 0:18 Today's focus: overlooked stocks. 0:54 Why stocks that blend value AND growth are winners. 2:46 The recipe behind how today's stocks were picked. 3:56 Stock 1 - MercadoLibre (MELI) 5:58 Stock 2 - Sea Ltd. (SE) 7:45 Stock 3 - CNX Resources (CNX) 10:09 Stock 4 - Cipher Pharmaceuticals (CPH) 11:55 Stock 5 - Thryv Holdings (THRY) 14:34 Stock 6 - Block (SQ) Our thanks to Grant White for joining us on Ticker Take! Learn about him here: https://www.endeavourwealth.ca/team/grant-white If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices | 18m 22s | ||||||
| 12/30/25 |  The 2026 Buy List | After a big run for growth stocks, some investors may feel guilty for wanting more. But Drew Pettit, Director of U.S. Equity Strategy at Citi, believes investors can still take risk if they are selective. For 2026, he’s focusing on two kinds of growth areas: fast-growing companies investing wisely and cyclical businesses just starting to accelerate. He shared 7 stocks he’s recommending for the year ahead. As always, this is not financial advice. Chapters: 0:00 Intro 0:22 Why some growth stocks can keep climbing. 1:52 How Drew picked his growth stocks for 2026! 3:05 Stock 1 - Boston Scientific (BSX) 4:11 Stock 2 - CrowdStrike (CRWD) 5:19 Stock 3 - Uber (UBER) 6:22 Stock 4 - Nvidia (NVDA) 7:30 Stock 5 - Teradyne (TER) 8:34 Stock 6 - CoStar Group (CSGP) 9:53 Stock 7 - Regal Rexnord (RRX) Our thanks to Drew Pettit for joining us on Ticker Take! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Editor: Pierce Desrochers - O'Sullivan You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices | 11m 56s | ||||||
| 12/23/25 |  The Next Alphabet | One of the big surprises for investors this year came from a stock many believed was facing a more uncertain path -- Google's parent Alphabet. On our latest episode of Ticker Take, we speak with Matt Weinschenk of Stansberry Research about Alphabet’s rebound and how investors can look for similar redemption stories in 2026. He highlights three stocks to watch. As always, this is not financial advice. Chapters: 0:00 Intro 0:26 What made Alphabet the standout stock of the year? 3:25 3 keys to finding the next Alphabet-like stock 6:49 Stock 1 - Adobe (ADBE) 9:46 Stock 2 - Salesforce (CRM) 13:25 Stock 3 - Synopsys (SNPS) Our thanks to Matt for joining us on Ticker Take! You can find him here on YouTube: https://www.youtube.com/@MattWeinschenkOfficial If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices | 17m 10s | ||||||
| 12/18/25 |  THE HIDDEN AI TRADE | While everyone talks about AI in terms of software and semiconductors, the real driver behind the boom is power. Matt Sallee of Tortoise Capital told us about 8 stocks that are positioned to benefit from the growing energy demands of AI, spanning data centers, servers, utilities, and energy infrastructure. As always, this is not financial advice. Chapters: 0:00 Intro 0:15 The hidden winners of AI boom? 0:41 How this list of stocks came together! 2:13 Stock 1 - Dell Technologies (DELL) 3:05 Stock 2 - Digital Realty (DLR) 4:08 Stock 3 - Energy Transfer (ET) 5:30 Stock 4 - Evergy (EVRG) 7:31 Stock 5 - MasTec (MTZ) 8:40 Stock 6 - Modine Manufacturing (MOD) 9:43 Stock 7 - IREN (IREN) 10:47 Stock 8 - The Williams Companies (WMB) Our thanks to Matt for joining us on Ticker Take! You can learn more about him here: https://tortoisecapital.com/bios/matthew-sallee-cfa/ And, if you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices | 13m 25s | ||||||
| 12/11/25 |  10 Stocks Leading the AI Revolution | Even after huge gains in AI stocks, productivity gains from advanced chips and AI tools could drive another phase of growth in 2026. That’s the view of investor Jed Ellerbroek of Argent Capital. In our latest Ticker Take episode, Ellerbroek highlighted 10 stocks he expects to benefit from AI’s next phase. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 Can AI socks keep climbing? 0:50 Why semiconductor spending will keep growing. 2:57 Stock 1 - Nvidia (NVDA) 4:00 Stock 2 - Applied Materials (AMAT) 5:15 Stock 3 - Broadcom (AVGO) 6:52 Stock 4 - Amazon (AMZN) 8:28 Stock 5 - Alphabet (GOOG) 10:13 Stock 6 - Microsoft (MSFT) 11:12 Stock 7 - Meta (META) 12:32 Stock 8 - ServiceNow (NOW) 13:58 Stock 9 - Tyler Technologies (TYL) 15:57 Stock 10 - Apollo Global Management (APO) Our thanks to Jed for joining us on Ticker Take! You can learn more about him here: https://argentcapital.com/team_member/jed-ellerbroek-jr-cfa/ And, if you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices | 18m 44s | ||||||
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