Sign up to save your podcasts
Or
Share The Eric Jackson Podcast
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Eric Jackson Podcast
The Eric Jackson Podcast episodes
- Ep. 79 - The 8 Ways That Netflix Is Still Under-Appreciated as a Company and StockMany analysts and pundits on business TV are fond of saying that Netflix is now over-valued as a company and a stock. Eric outlines the 8 reasons why he still thinks Netflix is still massively under-appreciated.14 min
- Ep. 78 - Sony's Turnaround Still Has A Lot Of RunwayEric discusses the current turnaround going on at Sony and why he still believes there is still good upside left to come. He discusses their latest earnings results, their plans to elevate Kenichiro Yoshida from CFO to CEO, and whether the new CEO is likely to unload Sony Pictures or keep it in the conglomerate.27 min
- Ep. 77 - The Case For Jimmy Pitaro To Be The Next ESPN PresidentEric discusses the potential candidates to replace John Skipper as ESPN's next President. There are three types of candidates: outsiders, insiders from Bristol, and insiders from Burbank. Eric lays out why he thinks a Burbank insider is most likely to get the nod from Iger and why Jimmy Pitaro probably has the best shot from that group.34 min
- Ep. 76 - Stephen McKeon on Traditional Asset Tokenization and The Next Wave of CryptoAssetsEric speaks with University of Oregon Finance Professor Stephen McKeon about the tokenization of traditional assets in and how this will have an impact on liquidity across multiple asset classes in the coming years. They also discuss the risks of regulation, governance issues, and resistance from players who want the status quo to remain.53 min
- Ep. 75 - Why Steve Ballmer Deserves His Due As A Great CEOEric argues that Steve Ballmer's bets on Microsoft's cloud business paved the way for Satya Nadella's success. Investors did not see the value of the cloud at the time, as Amazon and other companies hadn't shown huge financial success yet. Ballmer also made other smart bets, like investing in Facebook.30 min
- Ep. 74 - Why It's Too Late For Apple To Buy NetflixAlthough there have been a number of articles which have come out since November saying Apple will buy Netflix, Eric throws cold water on this idea. Netflix is too big and Apple is too late if they'd want to do this. Netflix has reached escape velocity and they're too big, even for the biggest company in the world to buy.21 min
- Ep. 73 - 2018 Tech and Media PredictionsEric goes through his 9 predictions for what will happen in the tech and media worlds in 2018. Will AT&T and Time Warner close? What about Disney and Fox? Will there be more mega-deals? What will happen to Apple? What about the price of cryptocurrencies? Thanks for a great 2017 and all your comments and listens.34 min
- Ep. 72 - John Skipper's Shocking Departure From ESPN And Who Will Replace HimJohn Skipper's shocking resignation as ESPN's President on Monday leaves a number of questions about who the company will pick as his successor and how that will affect ESPN, Disney, and Disney's stock. Eric goes through John's strengths and weaknesses, the short-list of candidates to replace him and gives his prediction of who it will be.24 min
- Ep. 71 - The 5 Biggest Misconceptions About The Mega-Disney Fox DealNow that the deal has been finally announced between Fox and Disney, there's been a raft of commentary about it including a lot of off-base information. Eric goes over his top 5 misconceptions about the deal.12 min
- Ep. 70 - Don Van Natta, Jr., of ESPN.com and ESPN The MagazineEric spoke with ESPN's Don Van Natta on how he became an investigative reporter, why he switched to ESPN from the New York Times, and his recent detailed pieces on the NFL, Roger Goodell, and Jerry Jones.Thanks to Josh Dickson of Onecast.fm for his help producing.Also, be sure to check out Don's Sunday Long Read newsletter and new podcast as well.57 min
About The Eric Jackson Podcast
From the publisher's feed
Structural analysis at the intersection of finance, culture, and power.
Hosted by Eric Jackson — Founder of EMJ Capital, a long/short hedge fund focused on tech, media, and credit, and EventHorizonIQ, the research platform behind the published track record.
Each episode decodes what's actually happening in a specific market, song, earnings call, or corporate negotiation — and what it predicts. Episodes range from regime calls in crypto and equity markets, to long-form verse-by-verse breakdowns of culturally-defining records, to investigations into private credit, AI hype cycles, and corporate succession dynamics.
Past calls include the Bombardier turnaround at $30, Carvana at $15 before the 32x run, the May 26 BTC stress regime ahead of a 21% drawdown, the Iceman album as Drake's Universal Music exit filing, three private credit gating events forecast in the Pebbles series. Wall Street Journal, Bloomberg, and Business Insider have covered the calls.
This is not financial advice. This is structural analysis. Do your own work.
eventhorizoniq.substack.com
eventhorizoniq.substack.com