The Eric Jackson Podcast – Details, episodes & analysis

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