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.

The Stock Whisperer Is Getting Cautious. Here Are His 5 Picks for 2027

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

The Stock Whisperer Is Getting Cautious. Here Are His 5 Picks for 2027

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