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 always, this is not financial advice.

Chapters: 
0:00 Intro
0:24 Investing in luxury stocks
0:41The scarcity playbook: pricing power explained
1:11 Only 30 luxury stocks exist 
1:27 3 keys to successful luxury brands
2:52 How to pick top luxury stocks
4:45 Stock 1 - Hermès (RMS)
8:23 Stock 2 - Richemont (CFR)
13:10 Stock 3 - Ferrari (RACE)
17:48 Stock 4 - Brunello Cucinelli (BC)
20:41 Stock 5 - Formula One Group (FWONK)

Our thanks to Markus Hansen! https://am.vontobel.com/en/people/markus-hansen

This episode of Ticker Take is brought to you by Global X Canada, which has a billion reasons to celebrate! The Global X Nasdaq-100 Index ETF (QQQX) has officially surpassed $1 billion in assets under management¹, an exciting milestone made possible by the continued trust of Canadian investors and advisors. With a management fee of 0.15%*, QQQX offers the lowest-cost access to the Nasdaq-100 in Canada.**

¹ Source: Global X Investments Canada Inc. as at July 31, 2026
*Plus applicable sales taxes
** Source: Morningstar Direct, as at July 31, 2026. Among Canadian-listed ETFs tracking the Nasdaq-100®, based on management fee.

Learn more here: https://www.globalx.ca/product/qqqx

Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more!

● Investing newsletter: https://jonerlichman.substack.com/ 

● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Give us a 5 star podcast rating!

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● Website - https://www.tickertakeonline.com/

Exec Producer/Co-Host: Caroline Lesley  - https://www.instagram.com/caroline.lesley/

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 #luxury



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

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 always, this is not financial advice.

Chapters: 
0:00 Intro
0:24 Investing in luxury stocks
0:41The scarcity playbook: pricing power explained
1:11 Only 30 luxury stocks exist 
1:27 3 keys to successful luxury brands
2:52 How to pick top luxury stocks
4:45 Stock 1 - Hermès (RMS)
8:23 Stock 2 - Richemont (CFR)
13:10 Stock 3 - Ferrari (RACE)
17:48 Stock 4 - Brunello Cucinelli (BC)
20:41 Stock 5 - Formula One Group (FWONK)

Our thanks to Markus Hansen! https://am.vontobel.com/en/people/markus-hansen

This episode of Ticker Take is brought to you by Global X Canada, which has a billion reasons to celebrate! The Global X Nasdaq-100 Index ETF (QQQX) has officially surpassed $1 billion in assets under management¹, an exciting milestone made possible by the continued trust of Canadian investors and advisors. With a management fee of 0.15%*, QQQX offers the lowest-cost access to the Nasdaq-100 in Canada.**

¹ Source: Global X Investments Canada Inc. as at July 31, 2026
*Plus applicable sales taxes
** Source: Morningstar Direct, as at July 31, 2026. Among Canadian-listed ETFs tracking the Nasdaq-100®, based on management fee.

Learn more here: https://www.globalx.ca/product/qqqx

Hey, have you signed up for our investing newsletter? The free version is still available, but paid members get "The Inside Take," with deep dives, briefings, guest notes and more!

● Investing newsletter: https://jonerlichman.substack.com/ 

● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Give us a 5 star podcast rating!

● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387

● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

● TikTok - https://www.tiktok.com/@jonerlichman?lang=en 

● Instagram - https://www.instagram.com/jonerlichman/?hl=en 

● X - https://x.com/JonErlichman

● Website - https://www.tickertakeonline.com/

Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/

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 #luxury Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

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 little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

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,&nbsp;Ticker Take&nbsp;makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.