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Eric Jackson

@ericjackson • 161,639 subscribers

Upstream of Kalshi/Polymarket | I call outcomes before markets price them | Strategy/Mgmt PhD, Columbia B School | @emjcapital | @EMJXai $SRXH | @EventHorizonIQ

Shorts

Day 1 of standing outside ⁦Drizzy⁩ ‘s house until he buys at least ONE share of $OPEN. He said “started from the bottom” — well, so did we. Let’s ride. 🚀

Day 1 of standing outside ⁦Drizzy⁩ ‘s house until he buys at least ONE share of $OPEN. He said “started from the bottom” — well, so did we. Let’s ride. 🚀

611,712 görüntüleme

Alex Karp on Michael Burry:

Alex Karp on Michael Burry:

321,472 görüntüleme

Day 23 — Just touched down at LaGuardia. $OPEN pushing $10 today. On Day 1 it was $3.21. Future, let’s lock in that meeting. 🚀

Day 23 — Just touched down at LaGuardia. $OPEN pushing $10 today. On Day 1 it was $3.21. Future, let’s lock in that meeting. 🚀

107,610 görüntüleme

This is why I love Canada 🇨🇦

This is why I love Canada 🇨🇦

18,977 görüntüleme

The OPEN board was ok letting the stock slide to 51 cents on June 25 They were good with Carrie dumping RSUs at 56 cents They would have been good with RKT scooping us up for 82 cents We said No, We want $82! We will get what we want

The OPEN board was ok letting the stock slide to 51 cents on June 25 They were good with Carrie dumping RSUs at 56 cents They would have been good with RKT scooping us up for 82 cents We said No, We want $82! We will get what we want

36,238 görüntüleme

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I made money on Dell and it was still one of my worst trades. Bought ~$100, sold ~$115 for a quick win — it's $437 today. I left a 4-bagger on the table. This is how retail beats Wall Street 👇

I made money on Dell and it was still one of my worst trades. Bought ~$100, sold ~$115 for a quick win — it's $437 today. I left a 4-bagger on the table. This is how retail beats Wall Street 👇

218,028 görüntüleme • 6 gün önce

Day 281 Special: Bolloré just killed Ackman's $65B UMG bid. €27 floor, 11% control critique, the Drake angle, and what's coming next.

Day 281 Special: Bolloré just killed Ackman's $65B UMG bid. €27 floor, 11% control critique, the Drake angle, and what's coming next.

233,690 görüntüleme • 8 gün önce

I'm just some 53-year-old guy in North Toronto walking my dogs talking about Drake. I cold-emailed the Carvana CEO at $3.50/share. He responded. Today the stock is 100x. Don't be intimidated by who you think you're 'supposed' to reach.

I'm just some 53-year-old guy in North Toronto walking my dogs talking about Drake. I cold-emailed the Carvana CEO at $3.50/share. He responded. Today the stock is 100x. Don't be intimidated by who you think you're 'supposed' to reach.

47,366 görüntüleme • 1 gün önce

Everyone ranked Drake's disses this weekend. I read the filing. 43 tracks. 3 albums. One of them is a sequenced exit document aimed at the largest music company on earth. Here is the structural read.

Everyone ranked Drake's disses this weekend. I read the filing. 43 tracks. 3 albums. One of them is a sequenced exit document aimed at the largest music company on earth. Here is the structural read.

424,758 görüntüleme • 19 gün önce

Why would Drake wear the logo of the most famous corporate collapse in modern history immediately after Jay-Z and LeBron appeared to line up against him?

73,365 görüntüleme • 3 gün önce

Joe Budden walks in and owns the room. Drake walks in and watches the edges. That single difference is the whole career. Waiting to Oxtail Toronto’s Funniest Podcast

Joe Budden walks in and owns the room. Drake walks in and watches the edges. That single difference is the whole career. Waiting to Oxtail Toronto’s Funniest Podcast

165,831 görüntüleme • 10 gün önce

When was the last time Roc Nation broke a new music star? Not signed an existing one. Not managed a star's brand portfolio. Actually broke a new one. J. Cole. 2009. After that, the list gets thin. Here's the business story behind it — and it's not just Roc Nation. Same method, every day. Show up. Put in the work. It compounds. Make that investment in yourself. Day 288.

27,707 görüntüleme • 2 gün önce

Three governments. Three countries. Three investigations into the music business in the last 12 months. Almost no one has named the company at the center of all three. I'm going to. Universal Music Group. And the man who runs it. Here's why it matters 👇

Three governments. Three countries. Three investigations into the music business in the last 12 months. Almost no one has named the company at the center of all three. I'm going to. Universal Music Group. And the man who runs it. Here's why it matters 👇

12,850 görüntüleme • 23 saat önce

Every Drake fan thinks Iceman is about Kendrick. The sharp ones know it's about Lucian Grainge. Almost nobody knows there's a French billionaire who controls *Lucian* — and Ackman's $64B bid is really aimed at him. 👇

Every Drake fan thinks Iceman is about Kendrick. The sharp ones know it's about Lucian Grainge. Almost nobody knows there's a French billionaire who controls Lucian — and Ackman's $64B bid is really aimed at him. 👇

152,446 görüntüleme • 18 gün önce

The Super Bowl halftime put Drake's ex on stage to dance to his enemy's diss song. 100 million people saw it. Almost nobody clocked the structure. Roc Nation runs halftime ($25M NFL deal). Roc Nation is affiliated with Complex Music. Complex ran polls during the actual battle: 80% Drake, 76% Drake. 130K votes. Today Drake gets 58M daily Spotify streams. Kendrick gets 19M. With zero Drake releases in 2026. The data said Drake won. The infrastructure rewrote it. Day 256. 13 days to Iceman.

The Super Bowl halftime put Drake's ex on stage to dance to his enemy's diss song. 100 million people saw it. Almost nobody clocked the structure. Roc Nation runs halftime ($25M NFL deal). Roc Nation is affiliated with Complex Music. Complex ran polls during the actual battle: 80% Drake, 76% Drake. 130K votes. Today Drake gets 58M daily Spotify streams. Kendrick gets 19M. With zero Drake releases in 2026. The data said Drake won. The infrastructure rewrote it. Day 256. 13 days to Iceman.

262,247 görüntüleme • 1 ay önce

I called Carvana at $15. It went to $487. The same pattern just showed up again. Day 232.

I called Carvana at $15. It went to $487. The same pattern just showed up again. Day 232.

451,421 görüntüleme • 1 ay önce

DJ Akademiks said it on stream last night: spend half, save the rest. If Michael Jackson had, his estate doesn't sell ATV to Sony for $750M in 2016 — it auctions north of $1.5B. Day 281. Too Many Bs Still Left On The Table 👇

DJ Akademiks said it on stream last night: spend half, save the rest. If Michael Jackson had, his estate doesn't sell ATV to Sony for $750M in 2016 — it auctions north of $1.5B. Day 281. Too Many Bs Still Left On The Table 👇

63,651 görüntüleme • 8 gün önce

Drake hit 89.7M Spotify monthly listeners yesterday — new all-time peak. His UMG contract came up for renegotiation last year. 2016: Frank Ocean walked. Kept $1.77M week one. Signed, he'd have made $383K. 4.6x. Iceman drops in 72 hours. Iceman isn't an album. It's a $1B bet.

Drake hit 89.7M Spotify monthly listeners yesterday — new all-time peak. His UMG contract came up for renegotiation last year. 2016: Frank Ocean walked. Kept $1.77M week one. Signed, he'd have made $383K. 4.6x. Iceman drops in 72 hours. Iceman isn't an album. It's a $1B bet.

152,349 görüntüleme • 23 gün önce

Filmed this in front of Prince's old house in the Bridle Path. Two streets from Drake's. Drake's uncle was Prince's spiritual brother. Same family. Same fight. Same neighborhood. Sir Lucian's UMG admission Tuesday was the third generation of the same fight.

Filmed this in front of Prince's old house in the Bridle Path. Two streets from Drake's. Drake's uncle was Prince's spiritual brother. Same family. Same fight. Same neighborhood. Sir Lucian's UMG admission Tuesday was the third generation of the same fight.

146,316 görüntüleme • 25 gün önce

Day 285. Today I walked back to the bridge. The same bridge where, years ago, I was 350 yards from Drake’s house and 350 yards from mine. It might as well have been a universe away. I was facing the lowest point of my life. I almost let go of the rope. I almost stopped believing. I almost turned around. But I didn’t. I took one step. Then another. Then another. And slowly, I started walking out of the valley. Most people think success happens when you arrive. I’ve learned it happens when you decide not to quit. Same method. Every day. Show up. Put in the work. It compounds.

Day 285. Today I walked back to the bridge. The same bridge where, years ago, I was 350 yards from Drake’s house and 350 yards from mine. It might as well have been a universe away. I was facing the lowest point of my life. I almost let go of the rope. I almost stopped believing. I almost turned around. But I didn’t. I took one step. Then another. Then another. And slowly, I started walking out of the valley. Most people think success happens when you arrive. I’ve learned it happens when you decide not to quit. Same method. Every day. Show up. Put in the work. It compounds.

26,253 görüntüleme • 4 gün önce

It was 1am in Albany last night. It's 7am on Bridle Path. Drake's song. Drake's road. Drake's clock. Tomorrow he drops Iceman. 89.7M monthly listeners. New all-time peak. Two days running. 11 days ago I called the first week at 525,000. Last night Kalshi closed at 520,000. The market caught me.

It was 1am in Albany last night. It's 7am on Bridle Path. Drake's song. Drake's road. Drake's clock. Tomorrow he drops Iceman. 89.7M monthly listeners. New all-time peak. Two days running. 11 days ago I called the first week at 525,000. Last night Kalshi closed at 520,000. The market caught me.

91,874 görüntüleme • 21 gün önce

LeBron is the all-time scoring leader. He may also have the smallest brand of the three. Three NBA legends. Three completely different commercial outcomes. Here's why edge compounds and consensus doesn't. Day 287.

13,829 görüntüleme • 2 gün önce

I scored all 43 tracks across Drake's Iceman / Maid of Honour / Habibti for true multi-layer entendres. Triple-layered bars: 9 on Iceman. 0 on the club album. The wordplay isn't decoration — it's a weapon he only deploys when he's fighting. Built the read with the same structure-reading method that had Musk more likely to lose the OpenAI case 9 days early — 30%, 10 pts under Kalshi, before the verdict. One reads filings. This reads bars.

I scored all 43 tracks across Drake's Iceman / Maid of Honour / Habibti for true multi-layer entendres. Triple-layered bars: 9 on Iceman. 0 on the club album. The wordplay isn't decoration — it's a weapon he only deploys when he's fighting. Built the read with the same structure-reading method that had Musk more likely to lose the OpenAI case 9 days early — 30%, 10 pts under Kalshi, before the verdict. One reads filings. This reads bars.

62,331 görüntüleme • 17 gün önce

We just identified Satoshi Nakamoto. $78 billion hasn’t moved in 15 years. Our system narrowed it to two names. One is alive. One is dead. Neither is Adam Back. Day 237.

We just identified Satoshi Nakamoto. $78 billion hasn’t moved in 15 years. Our system narrowed it to two names. One is alive. One is dead. Neither is Adam Back. Day 237.

179,222 görüntüleme • 1 ay önce

Sir Lucian Grainge said the quiet part out loud on Tuesday's UMG call. Translation: he needs artists who don't know what they're signing. Prince figured it out. Taylor figured it out. Kanye figured it out. Drake's auditing them in public right now. The internet broke the asymmetry.

Sir Lucian Grainge said the quiet part out loud on Tuesday's UMG call. Translation: he needs artists who don't know what they're signing. Prince figured it out. Taylor figured it out. Kanye figured it out. Drake's auditing them in public right now. The internet broke the asymmetry.

83,256 görüntüleme • 26 gün önce