Think it’s time to play defense with your portfolio? John Zechner thinks so.

Known as the "Stock Whisperer" after early calls on big winners like Celestica and MDA Space, the Chairman of J. Zechner Associates reveals why his 5-part market scorecard is flashing caution and shares 5 defensive stock ideas positioned for durable upside heading into 2027.

Chapters:
0:00 Intro: Flashing a Warning
0:32 The Stock Whisperer's Blueprint
2:23 The Scorecard: 2009, 2018 and Today (-3 reading)
4:52 Stock 1: Microsoft (MSFT)
6:37 Stock 2: CAE (CAE)
8:02 Stock 3: Equinox Gold (EQX)
9:55 Stock 4: Rogers Communications (RCI) 12:01
Stock 5: Apotex (APTX)
13:46 The Ticker Take Wrap-Up

In this episode of Ticker Take, Jon Erlichman and Caroline Lesley sit down with veteran money manager John Zechner to break down his top-down macro blueprint.

Zechner explains how his proprietary scorecard—which grades monetary conditions, economic growth, corporate profits, valuations, and investor sentiment—flagged the market bottom in March 2009 (+7) and warned ahead of the late 2018 drop (-4). With the reading now sitting at -3, he breaks down why he is prioritizing cash flow, defense backlogs, gold, and healthcare.

In this episode, we cover: • The 5-point macro scorecard: Why narrow AI growth, stretched valuations, and euphoric sentiment are flashing caution • How a cautious investor can still own tech: The valuation and cash flow case for Microsoft • 5 defensive stock ideas—spanning software, defense simulation, gold mining, sports/telecom assets, and Canada's record-setting GLP-1 generic drug IPO—paired with Bloomberg analyst data

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.

Thanks to John for joining us! Learn more about John and J. Zechner Associates here: https://www.zechner.com/

Have you signed up for our investing newsletter? It's free. Plus, 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

Listen to the podcast & give us a 5-star rating:

● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

Connect with Jon & Ticker Take:

● X: https://x.com/JonErlichman ● Instagram: https://www.instagram.com/jonerlichman/?hl=en ● TikTok: https://www.tiktok.com/@jonerlichman?lang=en ● Website: https://www.tickertakeonline.com/

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

About Jon: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."

#stocks #investing #economy

Think it&rsquo;s time to play defense with your portfolio? John Zechner thinks so.
Known as the "Stock Whisperer" after early calls on big winners like Celestica and MDA Space, the Chairman of J. Zechner Associates reveals why his 5-part market scorecard is flashing caution and shares 5 defensive stock ideas positioned for durable upside heading into 2027.
Chapters: 0:00 Intro: Flashing a Warning 0:32 The Stock Whisperer's Blueprint 2:23 The Scorecard: 2009, 2018 and Today (-3 reading) 4:52 Stock 1: Microsoft (MSFT) 6:37 Stock 2: CAE (CAE) 8:02 Stock 3: Equinox Gold (EQX) 9:55 Stock 4: Rogers Communications (RCI) 12:01 Stock 5: Apotex (APTX) 13:46 The Ticker Take Wrap-Up
In this episode of Ticker Take, Jon Erlichman and Caroline Lesley sit down with veteran money manager John Zechner to break down his top-down macro blueprint.
Zechner explains how his proprietary scorecard&mdash;which grades monetary conditions, economic growth, corporate profits, valuations, and investor sentiment&mdash;flagged the market bottom in March 2009 (+7) and warned ahead of the late 2018 drop (-4). With the reading now sitting at -3, he breaks down why he is prioritizing cash flow, defense backlogs, gold, and healthcare.
In this episode, we cover: &bull; The 5-point macro scorecard: Why narrow AI growth, stretched valuations, and euphoric sentiment are flashing caution &bull; How a cautious investor can still own tech: The valuation and cash flow case for Microsoft &bull; 5 defensive stock ideas&mdash;spanning software, defense simulation, gold mining, sports/telecom assets, and Canada's record-setting GLP-1 generic drug IPO&mdash;paired with Bloomberg analyst data
Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.
Thanks to John for joining us! Learn more about John and J. Zechner Associates here: https://www.zechner.com/
Have you signed up for our investing newsletter? It's free. Plus, 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
Listen to the podcast &amp; give us a 5-star rating:
● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
Connect with Jon &amp; Ticker Take:
● X: https://x.com/JonErlichman ● Instagram: https://www.instagram.com/jonerlichman/?hl=en ● TikTok: https://www.tiktok.com/@jonerlichman?lang=en ● Website: https://www.tickertakeonline.com/
Exec Producer / Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
About Jon: I&rsquo;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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."
#stocks #investing #economy

His 5 Big Stock Calls for 2027

Think high dividend yields always mean safe income? Keith Buchanan says chasing them could be a trap.

GLOBALT Investments’ Senior Portfolio Manager breaks down why dividends are the ultimate test of business quality—and reveals 6 stocks beyond Big Tech built to keep paying and raising their payouts in good times and bad.

Chapters: 
0:00 Intro: Beyond Big Tech 
0:37 Money doesn't grow on trees (it’s about dividend growth) 
2:23 The Dividend Test: Why chasing the highest yield is a trap 
4:02 Stock 1: Delta Air Lines (DAL) 0:00 
5:02 Stock 2: Waste Management (WM) 
6:19 Stock 3: JPMorgan Chase (JPM)
8:05 Stock 4: Devon Energy (DVN)
9:11 Stock 5: Hasbro (HAS)
10:13 Stock 6: Automatic Data Processing (ADP)
11:28 The Ticker Take wrap-up

In this episode of Ticker Take, we sit down with Keith Buchanan, Senior Portfolio Manager at GLOBALT Investments, to explore where smart investors can find durable quality outside of the crowded tech trade.

Buchanan explains why an unusually high dividend yield is often a warning sign of a cut rather than a bargain—and how he looks for pricing power, steady recurring cash flow, and dividend growth discipline across diverse sectors.

In this episode, we cover: 

• What actually defines a "quality" stock and why dividends serve as the ultimate corporate receipt 
• The "Yield Trap": Why Buchanan prefers owning a smaller growing dividend over a high, vulnerable payout 
• 6 non-tech stock ideas—from legacy industrials and energy to consumer IP and financials—paired with Bloomberg analyst sentiment

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.

Thanks to Keith for joining us! Learn more about Keith and GLOBALT Investments here: https://www.globaltinvestments.com/

Have you signed up for our investing newsletter? It's free. Plus, 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/

Listen to the podcast & give us a 5-star rating: 

● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1772654316 

● Spotify: https://open.spotify.com/show/2xrbo2vP9k9X52rQ0dE6w6

Connect with Jon & Ticker Take: 

● X: https://x.com/JonErlichman 

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

Exec Producer / Co-Host: Caroline Lesley

About Jon: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."

#stocks #investing #dividends

Think high dividend yields always mean safe income? Keith Buchanan says chasing them could be a trap.
GLOBALT Investments&rsquo; Senior Portfolio Manager breaks down why dividends are the ultimate test of business quality&mdash;and reveals 6 stocks beyond Big Tech built to keep paying and raising their payouts in good times and bad.
Chapters:&nbsp; 0:00 Intro: Beyond Big Tech&nbsp; 0:37 Money doesn't grow on trees (it&rsquo;s about dividend growth)&nbsp; 2:23 The Dividend Test: Why chasing the highest yield is a trap&nbsp; 4:02 Stock 1: Delta Air Lines (DAL) 0:00&nbsp; 5:02 Stock 2: Waste Management (WM)&nbsp; 6:19 Stock 3: JPMorgan Chase (JPM) 8:05 Stock 4: Devon Energy (DVN) 9:11 Stock 5: Hasbro (HAS) 10:13 Stock 6: Automatic Data Processing (ADP) 11:28 The Ticker Take wrap-up
In this episode of Ticker Take, we sit down with Keith Buchanan, Senior Portfolio Manager at GLOBALT Investments, to explore where smart investors can find durable quality outside of the crowded tech trade.
Buchanan explains why an unusually high dividend yield is often a warning sign of a cut rather than a bargain&mdash;and how he looks for pricing power, steady recurring cash flow, and dividend growth discipline across diverse sectors.
In this episode, we cover:&nbsp;
&bull; What actually defines a "quality" stock and why dividends serve as the ultimate corporate receipt&nbsp; &bull; The "Yield Trap": Why Buchanan prefers owning a smaller growing dividend over a high, vulnerable payout&nbsp; &bull; 6 non-tech stock ideas&mdash;from legacy industrials and energy to consumer IP and financials&mdash;paired with Bloomberg analyst sentiment
Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.
Thanks to Keith for joining us! Learn more about Keith and GLOBALT Investments here: https://www.globaltinvestments.com/
Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more!&nbsp;
● Investing newsletter: https://jonerlichman.substack.com/&nbsp;
● Behind-the-scenes newsletter: https://carolinelesley.substack.com/
Listen to the podcast &amp; give us a 5-star rating:&nbsp;
● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1772654316&nbsp;
● Spotify: https://open.spotify.com/show/2xrbo2vP9k9X52rQ0dE6w6
Connect with Jon &amp; Ticker Take:&nbsp;
● X: https://x.com/JonErlichman&nbsp;
● Website: https://www.tickertakeonline.com/
Exec Producer / Co-Host: Caroline Lesley
About Jon: I&rsquo;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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."
#stocks #investing #dividends

6 Stocks for Long-Term Cash Flow

Think it’s time to dump Big Tech? Drew Pettit says that could be a huge mistake.

Roundhill’s Chief Investment Strategist breaks down why Wall Street earnings revisions keep pushing tech higher—and reveals his 8 must-own stock picks for the rest of 2026.

Chapters:
0:00 Intro
0:28 There's always money in the banana stand...and big tech!
0:49 Why are people wrong about tech (answer: revisions, revisions, revisions).
1:13 How to determine if tech stocks are cheap.
1:56 Be careful if you're diversifying away from tech.
2:40 Stock 1: Meta Platforms (META)
3:47 Stock 2: Alphabet (GOOG)
4:31 Stock 3: Micron (MU)
5:22 Stock 4: Samsung (an ETF play)
6:11 Stock 5: Crowdstrike (CRWD)
6:57 Stock 6: Snowflake (SNOW)
7:47 Stock 7: Lumentum (LITE)
8:38 Stock 8: Kirby (KEX)

In this episode of Ticker Take, we sit down with Drew Pettit, Chief Investment Strategist at Roundhill Investments, to look at what’s driving the market into year-end.

After successfully pinpointing names like Nvidia, CrowdStrike, and Teradyne for 2026, Pettit shares why his bullish thesis comes down to three words: revisions, revisions, revisions.

In this episode, we cover:
• Why Wall Street profit estimates remain too low, even in a volatile macro environment
• How the PEG ratio reveals why the Magnificent Seven are still attractive compared to small caps
• 8 stock ideas for the final stretch of 2026, paired with Bloomberg analyst data

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.

Thanks to Drew for joining us! Learn more about him here:

https://blog.roundhillinvestments.com/author/drew-pettit

Have you signed up for our investing newsletter? It's free. Plus, 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

Listen to the podcast & give us a 5-star rating:
● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

Connect with Jon & Ticker Take:
● X: https://x.com/JonErlichman
● Website: https://www.tickertakeonline.com/

Exec Producer / Co-Host: Caroline Lesley

About Jon:
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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."

#stocks #investing #technology

Think it&rsquo;s time to dump Big Tech? Drew Pettit says that could be a huge mistake.
Roundhill&rsquo;s Chief Investment Strategist breaks down why Wall Street earnings revisions keep pushing tech higher&mdash;and reveals his 8 must-own stock picks for the rest of 2026.
Chapters: 0:00 Intro 0:28 There's always money in the banana stand...and big tech! 0:49 Why are people wrong about tech (answer: revisions, revisions, revisions). 1:13 How to determine if tech stocks are cheap. 1:56 Be careful if you're diversifying away from tech. 2:40 Stock 1: Meta Platforms (META) 3:47 Stock 2: Alphabet (GOOG) 4:31 Stock 3: Micron (MU) 5:22 Stock 4: Samsung (an ETF play) 6:11 Stock 5: Crowdstrike (CRWD) 6:57 Stock 6: Snowflake (SNOW) 7:47 Stock 7: Lumentum (LITE) 8:38 Stock 8: Kirby (KEX)
In this episode of Ticker Take, we sit down with Drew Pettit, Chief Investment Strategist at Roundhill Investments, to look at what&rsquo;s driving the market into year-end.
After successfully pinpointing names like Nvidia, CrowdStrike, and Teradyne for 2026, Pettit shares why his bullish thesis comes down to three words: revisions, revisions, revisions.
In this episode, we cover: &bull; Why Wall Street profit estimates remain too low, even in a volatile macro environment &bull; How the PEG ratio reveals why the Magnificent Seven are still attractive compared to small caps &bull; 8 stock ideas for the final stretch of 2026, paired with Bloomberg analyst data
Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.
Thanks to Drew for joining us! Learn more about him here:
https://blog.roundhillinvestments.com/author/drew-pettit
Have you signed up for our investing newsletter? It's free. Plus, 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
Listen to the podcast &amp; give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
Connect with Jon &amp; Ticker Take: ● X: https://x.com/JonErlichman ● Website: https://www.tickertakeonline.com/
Exec Producer / Co-Host: Caroline Lesley
About Jon: I&rsquo;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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."
#stocks #investing #technology

8 Must-Own Stocks for the Rest of 2026

https://api.omny.fm/orgs/4809bc8a-e41a-405c-93da-a8cf011df2f4/clips/c60eeffc-a04e-4bab-9c35-b4e201052807/transcript

Which stocks are powering the AI boom? In this episode, we talk about 9 of them — and none are Nvidia! We go well beyond chips to focus on the real power sources: from natural gas and uranium to the infrastructure plays that make the entire buildout possible. Top-rated energy and infrastructure investor Tyler Rosenlicht joins us live at the New York Stock Exchange to walk through those 9 stocks and explain what makes them stand out. As always, this is not financial advice. Chapters: 0:00 Intro 0:31 Live at NYSE — Companies Powering the AI Boom 1:17 How Big Is This Opportunity for Investors? 1:46 Why It's Important to "Follow the Bottleneck" 2:36 Stock 1: Williams (WMB) 3:27 Stock 2: Black Hills (BKH) 4:12 Stock 3: Entergy (ETR) 4:55 Stock 4: Freeport-McMoRan (FCX) 5:36 Stock 5: Tamboran Resources (TBN) 6:30 Stock 6: MasTec (MTZ) 7:18 Stock 7: SOLV Energy (MWH) 8:10 Stock 8: Perpetua Resources (PPTA) 9:06 Stock 9: Cameco (CCJ) Thanks to Tyler Rosenlicht for joining us! Learn more about Tyler here: https://www.cohenandsteers.com/team/tyler-rosenlicht/ Special thanks to our partners @NYSEofficial for having us in studio! Have you signed up for our investing newsletter? It's free. Plus, 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 Listen to the podcast & give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf Connect with Jon & Ticker Take: ● X: https://x.com/JonErlichman ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take." #stocks #investing #ai #energy #infrastructure

Which stocks are powering the AI boom? In this episode, we talk about 9 of them &mdash; and none are Nvidia! We go well beyond chips to focus on the real power sources: from natural gas and uranium to the infrastructure plays that make the entire buildout possible. Top-rated energy and infrastructure investor Tyler Rosenlicht joins us live at the New York Stock Exchange to walk through those 9 stocks and explain what makes them stand out. As always, this is not financial advice. Chapters: 0:00 Intro 0:31 Live at NYSE &mdash; Companies Powering the AI Boom 1:17 How Big Is This Opportunity for Investors? 1:46 Why It's Important to "Follow the Bottleneck" 2:36 Stock 1: Williams (WMB) 3:27 Stock 2: Black Hills (BKH) 4:12 Stock 3: Entergy (ETR) 4:55 Stock 4: Freeport-McMoRan (FCX) 5:36 Stock 5: Tamboran Resources (TBN) 6:30 Stock 6: MasTec (MTZ) 7:18 Stock 7: SOLV Energy (MWH) 8:10 Stock 8: Perpetua Resources (PPTA) 9:06 Stock 9: Cameco (CCJ) Thanks to Tyler Rosenlicht for joining us! Learn more about Tyler here: https://www.cohenandsteers.com/team/tyler-rosenlicht/ Special thanks to our partners @NYSEofficial for having us in studio! Have you signed up for our investing newsletter? It's free. Plus, 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 Listen to the podcast &amp; give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf Connect with Jon &amp; Ticker Take: ● X: https://x.com/JonErlichman ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley About Me: I&rsquo;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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take." #stocks #investing #ai #energy #infrastructure

Why This Top Investor Is Betting Big on Energy & AI

Are AI stocks on sale? Investor Adam Johnson thinks so. He says AI went from being an investor priority to a pariah. But because of the slump, Johnson notes you can now invest in fast-growing businesses that are trading at lower multiples than the average stock in the S&P 500. He tells us about 7 AI stocks he thinks are on sale. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:28 Live at NYSE -- what happened to AI stocks?
0:59 Today's guest: AI stock picker Adam Johnson! 
1:41 Why Adam Johnson is bullish on AI.
2:55 Why he thinks AI stocks are on sale.
4:45 Stock 1 - Micron (MU)
6:09 Stock 2 - Onto Innovation (ONTO)
7:39 Stock 3 - Applied Digital (APLD)
8:43 Stock 4 - CoreWeave (CRWV)
10:22 Stock 5 - Marvell (MRVL)
11:38 Stock 6 - GE Vernova (GEV)
13:22 Stock 8 - Sterling Infrastructure (STRL)

Thanks to Adam for joining us! You can learn more about AJ here:

https://bullseyebrief.com/

You can also follow him on X:  @AJInsight

Have you signed up for our investing newsletter? It's free. Plus, 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 #ai



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

Are AI stocks on sale? Investor Adam Johnson thinks so. He says AI went from being an investor priority to a pariah. But because of the slump, Johnson notes you can now invest in fast-growing businesses that are trading at lower multiples than the average stock in the S&amp;P 500. He tells us about 7 AI stocks he thinks are on sale. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:28 Live at NYSE -- what happened to AI stocks?
0:59 Today's guest: AI stock picker Adam Johnson! 
1:41 Why Adam Johnson is bullish on AI.
2:55 Why he thinks AI stocks are on sale.
4:45 Stock 1 - Micron (MU)
6:09 Stock 2 - Onto Innovation (ONTO)
7:39 Stock 3 - Applied Digital (APLD)
8:43 Stock 4 - CoreWeave (CRWV)
10:22 Stock 5 - Marvell (MRVL)
11:38 Stock 6 - GE Vernova (GEV)
13:22 Stock 8 - Sterling Infrastructure (STRL)

Thanks to Adam for joining us! You can learn more about AJ here:

https://bullseyebrief.com/

You can also follow him on X: @AJInsight

Have you signed up for our investing newsletter? It's free. Plus, 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 #ai Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Adam Johnson: 7 AI Stocks on Sale Now

Does a trillion-dollar valuation mean a stock is actually worth buying? Aswath Damodaran says not necessarily.The NYU finance professor known on Wall Street as the "dean of valuation" breaks down the real difference between pricing a stock and valuing it, and explains why the AI boom alone doesn't justify trillion-dollar price tags. Plus, he hands out grades on how the market is currently valuing nine of the world's most valuable companies. As always, this is not financial advice.

Chapters: 

0:00 Intro 

0:36 What to expect in this episode.

0:59 Trillion dollar company list getting long.

1:59 The secret to valuing a business.

3:31 The dangers of taking investing shortcuts.

5:28 Should you invest just because it’s worth a trillion dollars?

7:10 Can you afford not to invest in AI stocks?

13:30 Stock 1 - Nvidia (Grade B)

15:48 Stock 2 - Apple (Grade B+)

18:34 Stock 3,4,5 - Microsoft, Meta, Alphabet (Grade B-)

23:55 Stock 6 - Amazon (Grade B)
26:29 Stock 7 - Tesla (Grade C)
28:21 Stock 8 - SpaceX (Grade Incomplete)
30:36 Stock 9 - Berkshire Hathaway (Grade B)
Our thanks to Aswath Damodaran! Learn more about Aswath here: https://pages.stern.nyu.edu/~adamodar/




This episode is brought to you by Global X Canada, which just launched the Global X Artificial Intelligence Memory Index ETF, ticker DRAM, a new ETF tied to one of the biggest themes in AI: memory and storage.  As AI models get bigger, moving and storing all that data is becoming just as important as the chips that process it.  Learn more about it here: https://www.globalx.ca/product/dram







Have you signed up for our investing newsletter? It's free. Plus, 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 #stockmarket




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

Does a trillion-dollar valuation mean a stock is actually worth buying? Aswath Damodaran says not necessarily.The NYU finance professor known on Wall Street as the "dean of valuation" breaks down the real difference between pricing a stock and valuing it, and explains why the AI boom alone doesn't justify trillion-dollar price tags. Plus, he hands out grades on how the market is currently valuing nine of the world's most valuable companies. As always, this is not financial advice.
Chapters:&nbsp;
0:00 Intro&nbsp;
0:36 What to expect in this episode.
0:59 Trillion dollar company list getting long.
1:59 The secret to valuing a business.
3:31 The dangers of taking investing shortcuts.
5:28 Should you invest just because it’s worth a trillion dollars?
7:10 Can you afford not to invest in AI stocks?
13:30 Stock 1 - Nvidia (Grade B)
15:48 Stock 2 - Apple (Grade B+)
18:34 Stock 3,4,5 - Microsoft, Meta, Alphabet (Grade B-)
23:55 Stock 6 - Amazon (Grade B) 26:29 Stock 7 - Tesla (Grade C) 28:21 Stock 8 - SpaceX (Grade Incomplete) 30:36 Stock 9 - Berkshire Hathaway (Grade B) Our thanks to Aswath Damodaran! Learn more about Aswath here: <a href="https://pages.stern.nyu.edu/~adamodar/">https://pages.stern.nyu.edu/~adamodar/</a>
 
This episode is brought to you by Global X Canada, which just launched the Global X Artificial Intelligence Memory Index ETF, ticker DRAM, a new ETF tied to one of the biggest themes in AI: memory and storage.&nbsp; As AI models get bigger, moving and storing all that data is becoming just as important as the chips that process it.&nbsp; Learn more about it here: <a href="https://www.globalx.ca/product/dram">https://www.globalx.ca/product/dram</a>
 
 
Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more!
 
● Investing newsletter: <a href="https://jonerlichman.substack.com/">https://jonerlichman.substack.com/</a>&nbsp;
 
● Behind-The-Scenes newsletter: <a href="https://carolinelesley.substack.com/p/the-take-down">https://carolinelesley.substack.com/p/the-take-down</a>
 
Give us a 5 star podcast rating!
 
● Apple Podcasts - <a href="https://podcasts.apple.com/us/podcast/ticker-take/id1832785387">https://podcasts.apple.com/us/podcast/ticker-take/id1832785387</a>
 
● Spotify - <a href="https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf">https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf</a>
 
● TikTok - <a href="https://www.tiktok.com/@jonerlichman?lang=en">https://www.tiktok.com/@jonerlichman?lang=en</a>&nbsp;
 
● Instagram - <a href="https://www.instagram.com/jonerlichman/?hl=en">https://www.instagram.com/jonerlichman/?hl=en</a>&nbsp;
 
● X - <a href="https://x.com/JonErlichman">https://x.com/JonErlichman</a>
 
● Website - <a href="https://www.tickertakeonline.com/">https://www.tickertakeonline.com/</a>
 
Exec Producer/Co-Host: Caroline Lesley&nbsp; - <a href="https://www.instagram.com/caroline.lesley/">https://www.instagram.com/caroline.lesley/</a>
 
About me:
 
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune.&nbsp; 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 <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

The Dean of Valuation Grades 9 Trillion Dollar Stocks

Is the growth trade running out of steam? Ryan Modesto doesn't think so. He just thinks you have to be picky. Modesto looks for stocks with growth, momentum and quality. In this episode, he outlines six growth names that could be ready to rip.  As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 Why small caps stocks can offer big growth potential. 
1:09 Why Ryan thinks growth stock valuations are reasonable.
1:45 Ryan's framework: growth, momentum and quality.
2:30 3 stocks Ryan previously sold due to bad momentum.
3:36 Stock 1 - Nebius (NBIS) 
4:25 Stock 2 - nVent Electric (NVT)
5:10 Stock 3 - SharkNinja (SN)
6:03 Stock 4 - Cellebrite (CLBT)
7:02 Stock 5 - Karman Holdings (KRMN)
7:45 Stock 6 - Kratos (KTOS)

Our thanks to Ryan Modesto! Learn more about Ryan here: https://i2icapital.com/our-team

Have you signed up for our investing newsletter? It's free. Plus, 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 #stockmarket



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

Is the growth trade running out of steam? Ryan Modesto doesn't think so. He just thinks you have to be picky. Modesto looks for stocks with growth, momentum and quality. In this episode, he outlines six growth names that could be ready to rip. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 Why small caps stocks can offer big growth potential. 
1:09 Why Ryan thinks growth stock valuations are reasonable.
1:45 Ryan's framework: growth, momentum and quality.
2:30 3 stocks Ryan previously sold due to bad momentum.
3:36 Stock 1 - Nebius (NBIS) 
4:25 Stock 2 - nVent Electric (NVT)
5:10 Stock 3 - SharkNinja (SN)
6:03 Stock 4 - Cellebrite (CLBT)
7:02 Stock 5 - Karman Holdings (KRMN)
7:45 Stock 6 - Kratos (KTOS)

Our thanks to Ryan Modesto! Learn more about Ryan here: https://i2icapital.com/our-team

Have you signed up for our investing newsletter? It's free. Plus, 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 #stockmarket Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Forget the Magnificent 7: 6 Small Caps Ready To Rip

Are we in an AI bubble or not? We asked top AI stock picker Gil Luria for his take. Luria doesn't think we're in a bubble, but he's preparing for both scenarios. He walked us through 3 stocks that win if we're in a bubble and 3 stocks that win if we're not. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 The AI debate debate feels like a tennis match.
1:12 A recap of Gil Luria's past picks on Ticker Take!
2:01 Jon's take on the AI bubble debate.
2:36 Why Gil does not think we're in a bubble.
5:37 How to analyze stocks if there's a bubble (or not).
7:14 Stock 1 if we're not in a bubble - Micron (MU)
10:00 Stock 2 if we're not in a bubble - Oracle (ORCL)
11:16 Stock 3 if we're not in a bubble - Palantir (PLTR)
13:07 Stock 4 if we're in a bubble - Apple (AAPL)
14:36 Stock 5 if we're in a bubble - Meta (META)
15:53 Stock 6 we're in a bubble - Palantir (PLTR) 

Thanks to Gil Luria for joining us! Follow him on X: @gilluria

Have you signed up for our investing newsletter? It's free. Plus, 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 #ai



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

Are we in an AI bubble or not? We asked top AI stock picker Gil Luria for his take. Luria doesn't think we're in a bubble, but he's preparing for both scenarios. He walked us through 3 stocks that win if we're in a bubble and 3 stocks that win if we're not. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 The AI debate debate feels like a tennis match.
1:12 A recap of Gil Luria's past picks on Ticker Take!
2:01 Jon's take on the AI bubble debate.
2:36 Why Gil does not think we're in a bubble.
5:37 How to analyze stocks if there's a bubble (or not).
7:14 Stock 1 if we're not in a bubble - Micron (MU)
10:00 Stock 2 if we're not in a bubble - Oracle (ORCL)
11:16 Stock 3 if we're not in a bubble - Palantir (PLTR)
13:07 Stock 4 if we're in a bubble - Apple (AAPL)
14:36 Stock 5 if we're in a bubble - Meta (META)
15:53 Stock 6 we're in a bubble - Palantir (PLTR) 

Thanks to Gil Luria for joining us! Follow him on X: @gilluria

Have you signed up for our investing newsletter? It's free. Plus, 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 #ai Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

The AI Analyst who called Nebius early, picks his next 6

Breaking news:  Apple just unveiled its first foldable iPhone, Duo. Will it excite Apple investors?  We'll tell you what Wall Street thinks about Apple's stock. We also discuss 3 stocks that could benefit from the launch of Duo!  As always, this is not financial advice.

Chapters: 
0:00 Intro
0:31 Bonus episode -- reaction to Apple's foldable iPhone, Duo!
1:19 Details on new foldable and new iPhone 18 launch.
1:48 Apple's business strategy around Duo.
2:49 Expected Revenue growth for Apple. 
3:14 What is Wall Street's outlook for Apple's stock?
4:16 How many Duo foldable phones could be sold?
5:54 Stock 1 - Taiwan Semiconductor (TSM)
3:43 Stock 2 - Amphenol (APH)
4:09 Stock 3 - Skyworks (SWKS) & Qorvo (QRVO)

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 #apple



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

Breaking news: Apple just unveiled its first foldable iPhone, Duo. Will it excite Apple investors? We'll tell you what Wall Street thinks about Apple's stock. We also discuss 3 stocks that could benefit from the launch of Duo! As always, this is not financial advice.

Chapters: 
0:00 Intro
0:31 Bonus episode -- reaction to Apple's foldable iPhone, Duo!
1:19 Details on new foldable and new iPhone 18 launch.
1:48 Apple's business strategy around Duo.
2:49 Expected Revenue growth for Apple. 
3:14 What is Wall Street's outlook for Apple's stock?
4:16 How many Duo foldable phones could be sold?
5:54 Stock 1 - Taiwan Semiconductor (TSM)
3:43 Stock 2 - Amphenol (APH)
4:09 Stock 3 - Skyworks (SWKS) &amp; Qorvo (QRVO)

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

BREAKING: Apple Unveils iPhone Duo (3 Stocks To Watch)

Michael Burry made a fortune betting against Wall Street during the financial crisis. Now, he's betting against Silicon Valley and the AI trade. In this episode, we break down his shorts and walk through the stocks he's buying. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 Who is Michael Burry, really?
1:58 What Jon learned interviewing Burry.
2:39 A recap of Burry's past picks.
3:05 How Burry invests in cheap stocks.
4:37 Why Burry is betting against the AI trade.
5:42 Short 1 - Nvidia (NVDA)
6:43 Short 2 - Palantir (PLTR)
7:45 Short 3 - Micron (MU)
8:53 Short 4 - Oracle (ORCL)
9:34 Short 5 - Nebius (NBIS)
10:07 Short 6 - Caterpillar (CAT)
10:55 Long 1 - JD.com (JD)
11:49 Long 2 - MercadoLibre (MELI)
12:28 Long 3 - Zoetis (ZTS)
13:14 Long 4 - Molina Healthcare (MOH)
13:52 Longs 5 & 6 - Flutter Entertainment & DraftKings

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 #nvidia



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

Michael Burry made a fortune betting against Wall Street during the financial crisis. Now, he's betting against Silicon Valley and the AI trade. In this episode, we break down his shorts and walk through the stocks he's buying. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 Who is Michael Burry, really?
1:58 What Jon learned interviewing Burry.
2:39 A recap of Burry's past picks.
3:05 How Burry invests in cheap stocks.
4:37 Why Burry is betting against the AI trade.
5:42 Short 1 - Nvidia (NVDA)
6:43 Short 2 - Palantir (PLTR)
7:45 Short 3 - Micron (MU)
8:53 Short 4 - Oracle (ORCL)
9:34 Short 5 - Nebius (NBIS)
10:07 Short 6 - Caterpillar (CAT)
10:55 Long 1 - JD.com (JD)
11:49 Long 2 - MercadoLibre (MELI)
12:28 Long 3 - Zoetis (ZTS)
13:14 Long 4 - Molina Healthcare (MOH)
13:52 Longs 5 &amp; 6 - Flutter Entertainment &amp; DraftKings

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

Stocks Michael Burry is buying and shorting.

Investing doesn’t have to be boring or confusing. Accomplished business broadcaster Jon Erlichman and entertainment media veteran Caroline Lesley break down the stock market and the forces reshaping it, including AI, in plain English. From the floor of the New York Stock Exchange to interviews with the world’s top investors on how they think and where they see opportunity, Ticker Take makes finance clear, useful and entertaining, whether you’re just learning what a ticker is or you’ve been in the market for decades. Tune in and learn to invest like a pro.

Investing doesn&rsquo;t have to be boring or confusing. Accomplished business broadcaster Jon Erlichman and entertainment media veteran Caroline Lesley break down the stock market and the forces reshaping it, including AI, in plain English. From the floor of the New York Stock Exchange to interviews with the world&rsquo;s top investors on how they think and where they see opportunity, Ticker Take makes finance clear, useful and entertaining, whether you&rsquo;re just learning what a ticker is or you&rsquo;ve been in the market for decades. Tune in and learn to invest like a pro.

Ticker Take

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.

Ticker Take

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