Show notes
Eric Jackson is the founder of EMJ Capital and the investor behind the high-profile Carvana and Opendoor calls. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down the rise of the retail investor, how he uses AI in his research, and what he saw inside Hut 8’s massive AI data center campus. We also discuss his AI-powered bitcoin model, when to sell, and using AI to beat prediction markets.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp======================0:00 - Intro0:25 - Why public companies now care about retail investors3:55 - How Eric uses AI for investment research6:21 - Inside Hut 8’s massive AI data center build15:57 - Building conviction on misunderstood stocks18:10 - Eric’s daily routine & the Drake videos21:48 - Portfolio construction, small caps & crypto24:18 - How to know when to sell25:35 - AI bitcoin model: bull, or bear market?28:31 - Beating prediction markets with AI