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  • Life, Money, and Meaning: A Conversation with Roy Gori, former CEO of Manulife

    Life, Money, and Meaning: A Conversation with Roy Gori, former CEO of Manulife
    2025/09/16
    How important is the CEO to a stock's success? In this episode of Ticker Take, we speak with Roy Gori about how leadership shapes companies and boosts investment returns. Roy spent nearly a decade as the CEO of one of the world’s biggest insurance companies -- Manulife. In that time, he helped to transform the business, which helped Manulife’s stock outpace the market. We spoke with Roy about all of the years leading up to his time as CEO — getting a part-time job in his native Australia at the age of 8, stepping into the world of finance out of high school at 17, and working nights to earn his degree and then his MBA. Roy's story is a great lesson in leadership! We hope you enjoy! Chapters: 0:00 Intro 0:20 How to invest in good management and culture 1:00 Bullish or bearish -- AI 2:43 Bullish or bearish -- longevity 4:17 Bullish or bearish -- vegemite :) 4:50 Roy’s childhood and how it shaped him 6:30 Early life lessons about money 9:43 Transitioning to the business world at Citi 12:22 Remote work vs returning to the office 14:17 Money's role in his early career choices 18:13 How Roy prioritized culture as a leader 22:48 Why he decided to retire as Manulife's CEO 26:51 Investing in the future of healthcare 31:58 The benefits of challenging yourself 35:26 Lessons for young people about money Our thanks to Roy for sharing his insights with us! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ 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 Want to learn more about Ticker Take? https://www.tickertakeonline.com/ 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. #business #investing #leadership
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    38 分
  • 4 MUST OWN AUTONOMOUS STOCKS

    4 MUST OWN AUTONOMOUS STOCKS
    2025/09/11
    The autonomous era has arrived. Self driving cars and trucks are hitting the roads. So — how do you invest in autonomy? We asked Adam Johnson of the Bullseye American Ingenuity Fund to explain! Plus, he shared four key stocks he owns tied to self-driving and autonomy. As always, this is not financial advice. Chapters: 0:00 Intro 0:23 How big is the autonomous opportunity? 0:59 Advice to investors about self-driving stocks 1:54 Stock pick 1 - "writing the book on self-driving" 3:33 Stock pick 2 - "the company we know, but don't" 5:19 Stock pick 3 - a "trusted brand" with "scale" (plus a bonus pick!) 4:13 Stock pick 4 - a "call option on the future of autonomous trucking" Thanks to Adam for joining us! You can learn more about AJ here: https://bullseyebrief.com/ You can also follow him on X: @AJInsight Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ 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 Want to learn more about Ticker Take? https://www.tickertakeonline.com/ 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
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    11 分
  • Could Opendoor reach $500?

    Could Opendoor reach $500?
    2025/09/11
    On the day that Opendoor named a new CEO and brought its founders back to its board of directors, we speak with investor Eric Jackson who sparked the Opendoor frenzy. Eric tells us where he sees the stock going next. We caught up with him outside of Drake's house, to find out why he's been spending so much time there! As always, a friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:17 The back story on Opendoor 1:20 Why has Opendoor’s stock doubled since Eric last joined us? 2:10 Why is Eric making daily visits to Drake’s house? 2:43 Has Eric spoken with Drake yet? 3:05 What’s behind the “Open Army?” 3:50 The Drake factor in democratizing the stock market. 5:43 Why does Eric now see a case for $500 a share? 7:08 Eric's thoughts on leadership (ahead of new CEO announcement) 8:12 Why Eric sees Opendoor as a cult stock, a la Tesla 9:01 What does Eric think about the short sellers? 10:04 Thoughts on Wall St analyst stock views about Opendoor 10:49 Eric on Opendoor's former CEO 12:15 Eric's other two top stock picks! Note: this interview was taped on September 10th, 2025, just ahead of the announcement that Shopify's COO would become Opendoor CEO and that Opendoor's co-founders would be returning to the board of directors, with Keith Rabois becoming Chairman. Thanks to Eric Jackson for joining us! 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. Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Our free investing newsletter - sign up here! https://jonerlichman.substack.com/ Want to learn more about Ticker Take? https://www.tickertakeonline.com/ You can also find more 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 #opendoor
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    14 分
  • 10 POWER STOCKS

    10 POWER STOCKS
    2025/09/04
    Investors have been BIG buyers of utility stocks! This once sleepy sector is now helping power the AI boom! But after a big run-up in these shares, how do you pick long-term winners? We asked Ryan Bushell of Newhaven Asset Management. Ryan’s enjoyed lots of success investing in utility stocks over the years. And of all the people I speak with, he was one of the first to identify this coming wave of demand. Ryan walks us through 10 power stocks you should know about -- including a few that he really likes. As always, this is not financial advice. Chapters: 0:00 Intro 0:28 Why have utility stocks been hot? 1:16 Is the power boom the real deal? 2:10 What should you think about before investing in this sector? 3:08 Stock 1 - a compelling gas export story 3:40 Stock 2 - a Texas opportunity 4:13 Stock 3 - at the center of the nuclear growth trend 4:44 Stock 4 - a high flier also tied to nuclear 5:28 Stock 5 - fast growing in gas infrastructure 5:57 Stock 6 - benefiting from the growth in power demand 6:38 Stock 7 - turbocharged by gas turbines 7:27 Stock 8 - the Florida factor 8:23 Stock 9 - notable growth in Texas and California 9:01 Stock 10 - integral to the power demand story Thanks to Ryan for joining us! You can read his latest piece on power demand below: https://www.linkedin.com/pulse/q1-2024-newhaven-investment-commentary-esi7c/?trackingId=mWWeCy%2FZ4vaJorEP3WlX%2Fw%3D%3D Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ 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 https://www.tickertakeonline.com/ 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
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    11 分
  • TOP DEFENSE TECH STOCKS

    TOP DEFENSE TECH STOCKS
    2025/08/29
    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
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    22 分
  • 8 DISRUPTOR STOCKS TO WATCH

    8 DISRUPTOR STOCKS TO WATCH
    2025/08/21
    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
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    17 分
  • 10 UNDER THE RADAR AI STOCKS

    10 UNDER THE RADAR AI STOCKS
    2025/08/14
    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
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    10 分
  • 13 MUST OWN TECH STOCKS

    13 MUST OWN TECH STOCKS
    2025/08/07
    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
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    8 分