Episodes: 100
Frequency: Weekly
Rating: 4.7/5.0
Estimated listeners: 100 - 1,000
Listener location: Canada
Publicly listed emails
carolinelesley@gmail.com
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Jon Erlichman - Financial journalist and market commentator who has covered the stock market for more than 25 years, including work with Bloomberg and Fortune.
Caroline Lesley
Markus Hansen - Luxury Stocks, Pricing Power, Scarcity Strategies, And Evaluating Durable Luxury Companies.
Bruce Campbell - Growth-stock Selection, Risk Management, Selling Discipline, And Companies Positioned For Outsized Growth.
Michael Monaghan - Founder-led Businesses, The Founder Factor, And Evaluating Companies For Long-term Investment.
Matt Orton - Long-term Megatrends, Artificial Intelligence, Demographic Aging, Government Spending, And Trend-driven Portfolios.
Ash Karbasfrooshan - Growth-stock Investing, Technology Companies, Entrepreneurial Intuition, Digital Media, And His Effort To Bring Major League Baseball Back To Montreal.
Why This Top Investor Is Betting Big on Energy & AI
October 08, 2026
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: 0:0...
Adam Johnson: 7 AI Stocks on Sale Now
October 01, 2026
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...
The Dean of Valuation Grades 9 Trillion Dollar Stocks
September 24, 2026
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:&n...
Ticker Take is hosted by Jon Erlichman and Caroline Lesley. Its publicly listed email is carolinelesley@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Ticker Take: carolinelesley@gmail.com.
Podseeker estimates Ticker Take reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Ticker Take typically books industry leaders. Typical guest background: Portfolio managers, growth investors, investment strategists, equity experts, and founders with a demonstrable track record or specialized perspective on public-market investing. Common among recent guests: Managing investment portfolios or funds; Developing recognized investment research or frameworks; Building successful companies. Recent guests include Markus Hansen, Bruce Campbell, and Michael Monaghan.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Investing, Stocks, Stock Market, Portfolio Management, and Finance. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
carolinelesley@gmail.com
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