Ticker Take

Ticker Take

By Jon ErlichmanBusinessInvesting
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Ticker Take episodes

  • TOP DEFENSE TECH STOCKS

    Technology is reshaping the defense industry. So which companies are leading that charge? In this video, we speak to former special forces officer turned venture investor Glenn Cowan, the founder of One9. He tells us about the stocks of 4 companies you should know about. Plus, we’ll get a peek at some of the hot businesses in defense that could soon be going public. Not only has Glenn invested in cutting-edge companies, he has on-the-ground military experience, where, in the heart of battle…you need tech that truly works! As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:28 Glenn's journey from the battlefield to venture investing
    1:16 How technology is disrupting military spending
    3:29 What tech truly works on the battlefield?
    5:47 Silicon Valley's influence on the defense industry
    7:03 Stock 1 - a dominant player in drones
    8:19 Stock 2 - a data giant delivering quality intelligence
    10:00 Stock 3 - embracing underwater robots
    11:51 Stock 4 - tackling the next frontier...space!
    13:40 IPO watch 1 - using software to shake-up the defense industry
    15:52 IPO watch 2 - focusing on ground-based autonomy
    16:56 IPO watch 3 - the world's most important space business
    17:58 IPO watch 4 - a leader in airborne autonomy
    18:52 IPO watch 5 - counter-drone technology titan
    Thanks to Glenn for joining us!
    You can learn more about him here: https://www.one9.ca/
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Camera/Editing: Brian Bileski
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #investing #technology

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min
  • 8 DISRUPTOR STOCKS TO WATCH

    The stocks of some of tech’s biggest disruptors have had a big run. But many of these companies have ALSO seen a surge in their profits. So — can that profit power continue to fuel them AND can they avoid being disrupted themselves? In this Ticker Take video, we speak with portfolio manager Chris Stutchberry of The Stuchberry Group at Wellington-Altus Private Wealth, about 8 disruptive businesses he's watching. PLUS…we’ll tell you what Wall Street thinks about the profit potential for those stocks over the next 5 years! As always, a friendly reminder, this is not financial advice.

    Chapters:
    0:00 Intro
    0:31 How disruptor stocks have shifted from being unprofitable to profitable!
    1:45 Is there a risk that disruptors could be disrupted themselves?
    2:45 Stock 1 - disrupting the hotel economy
    3:38 Stock 2 - disrupting the taxi economy
    5:49 Stock 3 - disrupting the cybersecurity economy
    7:00 Stock 4 - disrupting the government contract economy
    8:21 Stock 5 - disrupting the banking economy
    9:37 Stock 6 - disrupting the food delivery economy
    11:45 Stock 7 - disrupting the auto economy
    13:41 Stock 8 - disrupting the insurance economy
    Thanks to Chris for joining us!
    You can learn more about him here: https://wellington-altus.ca/advisor/chris-stuchberry/
    Which disruptor stocks are you watching? Let me know in the comments!
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    You can also find Ticker Take on your favorite podcast platforms!
    Apple:
    https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    Spotify:
    https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #investing #technology

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    17 min
  • 10 UNDER THE RADAR AI STOCKS

    Artificial Intelligence (AI) stocks have had a huge run. So, are there any "under-the-radar" AI investment opportunities? We spoke to leading tech analyst Gil Luria, who is Head of Technology Research at D.A. Davidson. Gil told us about 10 AI stocks he thinks could climb...and why. Watch to find out his picks! As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:23 The hunt for under-the-radar AI stocks!
    1:52 Stock 1 - a portfolio of AI businesses
    2:49 Stock 2 - the leading analytical database
    3:28 Stock 3 - helping companies monitor their data
    3:58 Stock 4 - a leader in observability
    4:34 Stock 5 - helping companies manage their binary code
    5:08 Stock 6 - managing developer ops for businesses
    5:43 Stock 7 - provides low-code environment for customers
    6:30 Stock 8 - a provider of voice AI
    7:14 Stock 9 - a cost-effective alternative to Nvidia
    7:53 Stock 10 - data center cooling products
    Thanks to Gil Luria for joining us!
    Follow him on X: @gilluria
    What are your under-the-radar AI stocks? Let me know in the comments!
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #investing #AI

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 min
  • 13 MUST OWN TECH STOCKS

    Which tech stocks are must-owns for your portfolio?We spoke with Dan Ives, one of Wall Street’s leading technology analysts, who shared his top 13 picks -- from AI plays to cybersecurity stars! As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:20 Why Dan Ives sees the tech bull market continuing!
    1:03 Stock 1 - the godfather of AI
    1:26 Stock 2 - leading the enterprise revolution
    1:57 Stock 3 - the "Lionel Messi" of artificial intelligence
    2:32 Stock 4 - monetizing billions of users
    2:56 Stock 5 - must-own...with a caveat!
    3:23 Stock 6 - the autonomous future
    3:55 Stock 7 - huge upside
    4:24 Stock 8 - a new growth opportunity
    4:58 Stock 9, 10 and 11 - cybersecurity's big three
    5:49 Stock 12 - catching up fast
    6:06 Stock 13 - bonus...a moonshot play!
    Thanks to Dan Ives for joining us!
    Learn more about him here: https://www.wedbush.com/analysts/daniel-ives/
    Follow him on X: @DivesTech
    Which tech stocks are must-owns for you? Let me know in the comments.
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    8 min
  • 15 WATER STOCKS

    Can you make money investing in water? In this video, we'll tell you about the stocks of 15 companies in the business of clean water. Beyond stocks, this is your opportunity to invest in something bigger! Help  @MrBeast   @MarkRober  and  @TeamWater  raise $40 million to give 2 million people around the world access to clean water for decades! Hope you enjoy the video. As always, this is not financial advice.

    Go to https://teamwater.org to donate today!
    Chapters:
    0:00 Intro
    0:37 A mission to give 2 million people clean water!
    1:21 How we created the list of water stocks.
    1:59 Stock 1 - ADS
    2:35 Stock 2 - ACM
    2:47 Stock 3 - CWCO
    3:05 Stock 4 - CNM
    3:22 Stock 5 - WTRG
    3:30 Stock 6 - FERG
    3:47 Stock 7 - IDXX
    4:01 Stock 8 - ITRI
    4:22 Stock 9 - PNR
    4:42 Stock 10 - PRMB
    5:00 Stock 11 - STN
    5:15 Stock 12 - TTEK
    5:35 Stock 13 - VMI
    5:58 Stock 14 - VRT
    6:25 Stock 15 - XYL
    Which water stocks are you watching? Let me know in the comments.
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    8 min
  • 10 SPACE STOCKS!

    Space stocks are getting lots of attention. Can they deliver out of this world returns? In this video, we’ll tell you about 10 stocks tied to the space economy with perspective from Chad Anderson of Space Capital. Chad’s a successful early stage investor in space businesses. He's also the author of “The Space Economy.” Additionally, Chad shared a list of space companies that could be next to go public through an IPO! As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:23 The space economy is booming!
    0:47 Can you make money investing in space?
    1:36 Stock 1 - the search juggernaut
    2:50 Stock 2 - the online commerce king
    4:03 Stock 3 - the french connection
    5:12 Stock 4 - the moon lander
    6:41 Stock 6 - the farming giant
    7:48 Stock 7 - the eye in the sky
    10:09 Stock 8 - the satellite play
    11:13 Stock 9 - the brain behind the build
    12:07 Stock 10 - the ride hailing heavyweight
    13:31 Bonus - which space IPO is next (could that include SpaceX)?
    Thanks to Chad Anderson for joining us!
    Learn more about him here: https://www.spacecapital.com/team
    Follow him on X: @chadsonofchad
    Which space stocks are you watching? Let me know in the comments.
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    18 min
  • 10 AI STOCKS

    AI stocks have been surging! Is it too late to buy? Tech investor Eric Jackson still sees lots of opportunity. In this video, we’ll highlight 10 AI stocks to watch. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:21 The appetite for AI stocks
    0:52 Stock 1 - transitioning from search
    1:40 Stock 2 - transitioning from Bitcoin mining
    3:26 Stock 3 - one of the year's hot IPO's
    5:16 Stock 4 - planning for a big partnership?
    6:45 Stock 5 - big bucks for an AI hiring spree
    7:59 Stock 6 - the industry grandad
    8:53 Stock 7 - middleman in AI data centers
    9:38 Stock 8 - a company in the driver's seat
    10:46 Stock 9 - NOT a defense contractor
    12:19 Stock 10 - all about autonomous driving
    Thanks to Eric Jackson for joining us again!
    Learn more about him here: https://emjcapital.ltd/about-eric-jackson/
    Follow him on X: @ericjackson
    Which AI stocks are you watching? Let me know in the comments.
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    16 min
  • Opendoor - THE NEXT 100X STOCK?

    What is the hottest stock this month? Opendoor! Shares of the online real estate platform surged after a big endorsement from hedge fund manager Eric Jackson of EMJ Capital. And Jackson believes this is just the start. In this video, he explains why he thinks the stock could climb to $82. As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:21 The story behind Opendoor's stock surge.
    1:00 What does Opendoor do?
    2:25 Why does Eric like Opendoor's stock?
    4:46 What is Opendoor's financial situation?
    5:38 What could be the next catalyst for the stock?
    7:03 Why Eric thinks Opendoor will be a "100-Bagger"
    9:24 How much volatility should investors expect with Opendoor?
    11:23 How long will he stay invested in Opendoor?
    Note: this interview was taped on July 21, 2025.
    Thanks to Eric Jackson for sharing his perspectives!
    Learn more about Eric here: https://emjcapital.ltd/about-eric-jackson/
    Follow him on X: @ericjackson
    What do you think of Opendoor? Let me know in the comments.
    And make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    14 min
  • 12 DEFENSE STOCKS

    War is big business. And with the world on edge, defense spending is soaring. So which stocks should you be watching? In this video, we talk to a top investor and military expert Jeff Hull about 12 companies on the frontlines of global conflict—from major defense contractors to cutting-edge tech firms. As always, a friendly reminder, this is not financial advice.

    Chapters:
    0:00 Intro
    0:28 Why are defense stocks soaring?
    1:11 Defense theme 1 -- NATO spending surge
    2:05 Defense theme 2 - Ukraine
    3:32 Defense theme 3 - Critical Minerals
    4:37 Future theme 1 - Cyber
    5:11 Future theme 2 - Space
    5:20 Future theme 3 - AI
    5:31 Future theme 4 - Quantum
    5:56 Future theme 5 - Drones
    6:24 Future theme 6 - Alliances
    7:09 Defense stock group 1 - pure play stocks
    7:17 Defense stock group 2 - blend stocks
    7:26 Defense stock group 3 - stealth hybrid stocks
    7:55 Stock 1 - pure play stock
    9:29 Stock 2 - pure play stock
    10:29 Stock 3 - pure play stock
    11:04 Stock 4 - pure play stock
    12:11 Stock 5 - pure play stock
    14:37 Stock 6 - pure play stock
    15:32 Stock 7 - blend stock
    16:49 Stock 8 - blend stock
    17:40 Stock 9 - stealth hybrid stock
    19:34 Stock 10 - stealth hybrid stock
    22:59 Stock 11 - stealth hybrid stock
    24:55 Stock 12 - stealth hybrid stock
    Our thanks to Jeff Hull, Senior Financial Advisor at Manulife Wealth and Director, NATO Association of Canada, for sharing his perspectives!
    Are there defense stocks you're watching? Let me know in the comments.
    And make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 min
  • BITCOIN HEADED TO $200,000?

    Could the price of Bitcoin reach $200,000 this year? In this video, we hear from an analyst who thinks it will. And we'll explain why he thinks it could happen. As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:21 Bitcoin just hit an all-time high!
    0:54 What's pushing Bitcoin higher? Analyst reason 1.
    1:16 What's pushing Bitcoin higher? Analyst reason 2.
    2:19 Why analyst Geoff Kendrick sees Bitcoin reaching $200,0000 this year.
    3:35 Is Bitcoin actually less volatile than Nvidia?
    3:58 Why stablecoins are part of Kendrick's bullish call on Bitcoin.
    What do you think will happen with Bitcoin? Let me know in the comments.
    And make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    6 min

About Ticker Take

From the publisher's feed

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…