Ticker Take
Ticker Take
Jon Erlichman
8 Stocks for Offense AND Defense
15 minutes Posted May 14, 2026 at 8:00 pm.
Intro
Understanding "beta" in the stock market.
The benefits of a barbell investing approach.
How do you pick good "high beta" stocks?
How do you pick good "low beta" stocks?
Stock 1 Citizens Financial Group (CFG) - high beta
Stock 2 Bank of America (BAC) - high beta
Stock 3 Amazon (AMZN) - high beta
Stock 4 Marvell Technology (MRVL) - high beta
Stock 5 KKR (KKR) - high beta
Stock 6 Energy Transfer (ET) - low beta
Stock 7 Cheniere Energy (LNG) - low beta
Stock 8 Lockheed Martin (LMT) - low beta
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Show notes
JOIN US AT THE NYSE: How do you build a balanced portfolio that works regardless of whether the market is up or down? Today, we’ll tell you about a “barbell” investing approach that investor Jay Hatfield uses. It includes a mix of "high beta" and "low beta" stocks -- 8 names in total! As always, this is not financial advice.
Chapters:
Our thanks to Jay Hatfield for joining us on Ticker Take!
Learn more about Jay here: https://www.infracapfunds.com/leadership
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Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
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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 #finance
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