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The Eric Jackson Podcast
The Eric Jackson PodcastEpisodes
The Eric Jackson Podcast
The Eric Jackson Podcast
A daily Technology podcast
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Episodes of The Eric Jackson Podcast
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Stitch Fix is a relatively new tech IPO, coming public last year. Eric goes through some facts about the company and why he thinks it seems to be oddly valued compared to other subscription services out there. This pod is based on an article w
When I was growing up in the dot com craze of the late 90s at Columbia Business School, all the traditionally conservative MBA candidates who normally wanted to go into banking or consulting dreamed of striking it rich by starting their own tec
Apple recently passed $1 trillion in market capitalization and its stock has hit all-time highs. Eric argues that it could still rise another 50% before its fairly valued and explains why.
Netflix (NFLX) disappointed investors by missing its own Q218 estimates for US and international subscribers.The bears’ reaction to that news was that the constantly growing international subscriber story is finally coming to an end.The bul
Comcast and Disney are fighting to control Fox. There is a lot of misinformation out there about how it will play out and what issues matter most. Eric weighs in with his views are these matters.
Eric discusses why Disney management should present itself to investors as a "Disney as a Service" offering offline and online entertainment for millions of families around the world on a subscription basis. Taking this subscription-based appro
Eric speaks with Wall Street Journal Reporter Ben Fritz about his new book on Hollywood called "The Big Picture: The Fight For the Future of Movies." They cover which of the Hollywood studios are best positioned to fight Netflix, Apple, and Ama
Eric discusses the selection of Jimmy Pitaro as ESPN's next President, why he was the most obvious choice, the problems with the criticisms of his selection, and what his priorities will be in the first year on the job.
Sometime in the next 3 weeks, Disney will announce who is the next President of ESPN. This decision could end up determining the future of Disney as a company and who will eventually succeed Bob Iger as CEO in 2021. Eric discusses all the key q
Many 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.
Eric 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
Eric 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 li
Eric 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
Eric 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. Ball
Although 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
Eric 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 cryptoc
John 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 we
Now 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.
Eric 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
CNBC's David Faber reported on Dec. 5th that Disney is set to announce next week that it's acquiring a set of assets from 21st Century Fox for $60 billion. The assets will help make Disney's planned entertainment and sports OTT apps much more c
Eric goes in-depth on why he's excited about Disney's business and how he sees a path for the company to trade to over $200/share by 2020. He goes through the potential value of the old cable assets, new video assets, the growth of the existing
Ep. 67 - Balaji S. Srinivasan on tokens, the blockchain, cryptocurrencies, & investment implications
Eric spoke to Balaji S. Srinivasan about his company, 21.co, and his recent writings about the blockchain space and tokens. Topics covered include: - what are tokens and why are they important, - what types of assets lend themselves to tok
Eric caught up with Ripple’s CEO Brad Garlinghouse. On January 1st, 2017, XRP’s market cap was $236 million. Today, it’s close to $9 billion. We go over how Brad came to join Ripple, the opportunity of cross-border banking, the criticisms he so
Horace Dediu of Asymco returns for a 3rd time to the pod to discuss what makes a business idea "disruptive," why eBikes are likely to be adopted en masse in the years ahead, whether cryptocurrencies will be disruptive and why, whether Apple's m
Eric welcomes Rich Greenfield back to the podcast to have a knock-down drag-out debate about Disney and ESPN. Rich strongly believes that that cable bundle is dying and ESPN has massively overpaid for sports rights. He thinks a big digital play
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