The Eric Jackson Podcast

The Eric Jackson Podcast

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The Eric Jackson Podcast focuses on the key issue…


85 - Why Netflix Is Dominating International Growth
Jul 20, 2018 • 22 min
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 bulls’ reaction…
84 - How the Fight for Fox will Play Out Between Disney and Comcast
Jun 16, 2018 • 19 min
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.
83 - Disney as a Service
May 4, 2018 • 32 min
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 approach would…
82 - Ben Fritz on Hollywood’s Fight For the Future of Movies
Apr 12, 2018 • 42 min
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 Amazon, which…
81 - Jimmy Pitaro’s Selection as Next ESPN President
Mar 13, 2018 • 26 min
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.
80 - The Next 3 Weeks That Will Decide Disney’s Future
Feb 24, 2018 • 28 min
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 questions…
79 - The 8 Ways That Netflix Is Still Under-Appreciated as a Company and Stock
Feb 16, 2018 • 13 min
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.
78 - Sony’s Turnaround Still Has A Lot Of Runway
Feb 5, 2018 • 26 min
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 CEO is…
77 - The Case For Jimmy Pitaro To Be The Next ESPN President
Jan 26, 2018 • 33 min
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 likely to get…
76 - Stephen McKeon on Traditional Asset Tokenization and The Next Wave of CryptoAssets
Jan 24, 2018 • 52 min
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 of…
75 - Why Steve Ballmer Deserves His Due As A Great CEO
Jan 19, 2018 • 29 min
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. Ballmer also…
74 - Why It’s Too Late For Apple To Buy Netflix
Jan 12, 2018 • 20 min
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 velocity…
73 - 2018 Tech and Media Predictions
Dec 29, 2017 • 33 min
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 cryptocurrencies?…
72 - John Skipper’s Shocking Departure From ESPN And Who Will Replace Him
Dec 19, 2017 • 23 min
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 weaknesses,…
71 - The 5 Biggest Misconceptions About The Mega-Disney Fox Deal
Dec 15, 2017 • 11 min
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.
70 - Don Van Natta, Jr., of ESPN.com and ESPN The Magazine
Dec 8, 2017 • 56 min
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 for his help…
69 - Disney Is Preparing To Acquire All Of Fox Sports’ RSNs
Dec 5, 2017 • 12 min
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 compelling.…
68 - A Sum-of-the-Parts Roadmap for Disney Getting to $200 by 2020
Nov 13, 2017 • 30 min
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 assets,…
67 - Balaji S. Srinivasan on tokens, the blockchain, cryptocurrencies, & investment implications
Aug 31, 2017 • 60 min
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 tokenization, - how…
66 - Brad Garlinghouse on Ripple, XRP, blockchain, and the multi-trillion dollar opportunity
Aug 30, 2017 • 57 min
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 sometimes…
65 - Horace Dediu on eBikes, Cryptos, Apple’s move into content, and next wave of iPhones
Aug 19, 2017 • 106 min
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 move into…
64 - Raging Bull/Bear Debate About Disney/ESPN with Skeptic Rich Greenfield
Jul 28, 2017 • 54 min
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 player is about…
63 - The Holes In Bill Simmons’ Critiques Of ESPN
Jul 21, 2017 • 10 min
Bill Simmons recently hosted a roundtable podcast with Jim Miller and Bryan Curtis where he critiqued several “mistakes” made by ESPN management over the past two years. Eric lays out some flaws in those major critiques and why ESPN is still…
62 - No Silver Bullets For Fixing FS1 After Horowitz Departure
Jul 5, 2017 • 20 min
Fox Sports announced the day before July 4th that Jamie Horowitz was leaving the company after only 2 years on the job. His bravado and colorful personality masked some of the big challenges that are facing them for meaningfully improving their ratings.…
61 - Jeff Macke on Why Retail Isn’t Dead And What It Can Do To Compete With Amazon
Jun 22, 2017 • 61 min
Eric chats with Jeff Macke of Macke Asset Management about what makes a great retailer today and how they’re incorporating CRM, data analytics and location to serve customers in the best way. We cover Amazon’s purchase of Whole Foods, why Wal-Mart is…
60 - Jason Stein Roundtable on Cannes, Vice, Instagram vs Snap, Bill Simmons, and Spotify
Jun 22, 2017 • 54 min
Eric caught up with Cycle Media’s Jason Stein about a busy week in tech, media and advertising including: what happened at Cannes Lions, Instagram Stories blowing away Snap, why Vice is worth so much more than Buzzfeed or Vox, what he would do if in…
59 - Tech Stocks Have Massively Outperformed The Market—Here’s Why This Isn’t Another Bubble
Jun 9, 2017 • 14 min
Critics conclude that investors must be placing too much hope in these growth stocks. Some wonder if this hope will all come crashing down as it did following the ’90s dot-com bust. There’s a good case to be made that it’s not a bubble of the biggest tech…
58 - The Worst Thing Disney Could Do Now To Fix ESPN Is Bet The Company On Expensive M&A
May 29, 2017 • 27 min
In 1995, Disney “bet the company” on acquiring Capital Cities/ABC which owned 80% of ESPN. It worked out, but not for the reasons Michael Eisner thought going into it. Eric discusses this in relation to Rich Greenfield’s recent blog post on what he’d do…
57 - What the ESPN Critics Are Missing
May 10, 2017 • 42 min
It’s common today to hear critics say that Disney and ESPN management should have moved quicker to launch an over-the-top offering or that they overpaid to recent sports rights deals. Eric explains why ESPN and Disney are in a really strong position to…
56 -How Much Would Facebook Be Worth Today If It Hadn’t Bought Instagram?
May 2, 2017 • 19 min
Instagram has turbocharged Facebook’s growth in the past 5 years. It’s now up to 700 million users. When it bought Instagram, Facebook was worth $58 billion. Today it’s worth $435 billion. How much would it be worth without Instagram? A lot less, Eric…
55 - Mental Models And Netflix Subscribers
Apr 20, 2017 • 16 min
Only a few years ago, Wall Street analysts didn’t think it was likely that Netflix could grow its subscribers beyond 30 million. They now have 100 million worldwide. Where will it stop? Is the company spending unsustainably on content or is it prudent…
54 - The Case For Why Bill Simmons Will Return To ESPN In 2018
Apr 10, 2017 • 7 min
In 2015, Bill Simmons was unceremoniously fired by ESPN in public. Two months later, he signed a lucrative 3 year deal with HBO that will end next year. Will he continue The Ringer independently or team up with ESPN or some other major media outlet? Eric…
53 - The Death Of Text
Apr 6, 2017 • 17 min
Five years ago, I predicted the New York Times would be out of business by now. It’s not, but print and text in general - even digital media companies based on text like Vox and BuzzFeed - are having difficulty making money next to long-form articles. We…
52 - Why Snapchat’s IPO Is Thawing The IPO Ice Age
Mar 16, 2017 • 11 min
Eric discusses why so many tech and media companies have preferred to stay private vs. go public over the past 15 years and why that’s outside what’s typically been the norm. With the new Snapchat IPO getting a higher valuation from public investors…
51 - NBCU Bets On Snapchat, Disney Bets On BAMTech, Building A Big Video Biz On FB Live
Mar 3, 2017 • 19 min
NBCU spent $500 million on Snapchat stock in its IPO. Disney recently bought a path to control BAMTech. Can these traditional media companies make money in digital through these investments? Will upstarts like Cheddar running on Facebook Live overtake…
50 - Walt Piecyk on Charter, Verizon, T-Mobile, Sprint, AT&T, DISH, and Apple
Feb 16, 2017 • 43 min
Eric speaks with BTIG TMT analyst Walt Piecyk about Charter’s results, whether it will be bought by Verizon, what Verizon is doing with its new Unlimited plan, if Sprint and T-Mobile will merge, how AT&T is posiitoned, what smaller players might be bought…
49 - Apple’s Blind Spot: End The Dividend And Do More Big M&A
Feb 13, 2017 • 24 min
Apple has spent $150 billion on stock buybacks and $50 billion on dividends since starting the capital return program in 2012. They’ve also tacked on $100 billion in debt that needs to be repaid down the road. They’d have been better off buying Facebook,…
48 - Verizon Needs A Content Strategy
Jan 31, 2017 • 7 min
Verizon’s Go90 strategy looks dated compared to AT&T’s with DirecTV and Time Warner zero rated data streaming as well as Sprint and T-Mobile’s unlimited data plans. Eric outlines why Vessel isn’t a solution for Go90 and Verizon likely needs to make a much…
47 - Sony Won’t Unload Its Movie Studio
Jan 31, 2017 • 10 min
With Michael Lynton leaving to go to be Executive Chair at Snap, many in the media have speculated that Sony is about to sell off its movie studio to either CBS or someone else. Eric gives his read on why he thinks it’s more likely that Sony’s CEO Kaz…
46 - The NFL Still Has A Big TV Ratings Problem
Jan 31, 2017 • 10 min
The NFL’s TV Ratings ended 2016 down 8% from the prior year. That’s much better than earlier in the season. Some think the blip was purely the result of the election year. Eric explains why he thinks there are still big ratings problems ahead for the…
45 – AT&T And Comcast Are Driving Verizon To Buy Charter
Jan 26, 2017 • 8 min
The Wall Street Journal has reported that Verizon executives have approached Charter about a potential tie-up of the cable and wireless companies. It demonstrates how Verizon feels it’s ill-equipped to compete against the cable/wireless/content behemoths…
44 - Jason Stein And What Will Happen In Tech & Media In 2017
Jan 18, 2017 • 56 min
Eric speaks to Laundry Service Founder and CEO Jason Stein about what to expect from the Tech and Media sectors in 2017. Topics include: (1) how successful will Snapchat’s IPO be?, (2) the speed at which ad dollars are moving to Snapchat, (3) why Facebook…
43 - Why Disney Won’t Spin Off ESPN
Jan 3, 2017 • 10 min
Some have speculated that Disney might want to spin off ESPN this year to increase the value of the stock price. Eric doesn’t think it will happen because ESPN is still such a huge provider of cash for Disney management.
42 - Five Predictions For The Media Sector In 2017
Dec 30, 2016 • 10 min
The biggest media story in 2016 was unquestionably the AT&T acquisition of Time Warner for $85.4 billion. Eric discusses his 5 predictions for what will happen in the media sector in 2017.
41 - HBO Is A Crown Jewel But Still A Big Problem For AT&T
Dec 21, 2016 • 21 min
HBO is still seen as the most prestigious destination for dramas and comedies on TV. But they face huge challenges in the face of competition from Netflix and Amazon. What do they need to do to compete? Lose a lot more money, Eric argues.
40 - The Real Reason Why Talks Broke Off To Combine CBS and Viacom
Dec 14, 2016 • 17 min
Since news broke this week that National Amusements wouldn’t pursue a merger of CBS and Viacom, the conventional wisdom has been that it was because CBS CEO Les Moonves didn’t want to own the distressed assets. It’s more likely there’s more upside in the…
39 - Faultlines at the Top of Disney and What It Means For Its Future
Apr 7, 2016 • 26 min
This week’s news that Thomas Staggs is leaving his post as COO of Disney might seem like it’s a simple personnel issue. I discuss why I think it is much more significant and gives a peek into how much concern there is inside the boardroom at Disney about…
38 - Yahoo’s Mistakes, How It Could’ve Been Different, & What Happens Now
Apr 5, 2016 • 42 min
Yahoo’s had a lot of successes over its 20 years, but it’s also in a tough spot at the moment. What were its big mistakes over the last few years? What could it have done differently to change its situation? What’s going to happen this year? Eric Jackson…
37 - Jon Russell on If Messaging Apps Are About To Swallow The World
Mar 24, 2016 • 60 min
Eric spoke with TechCrunch’s Jon Russell about if Messaging Apps are about to take over the world of computing. Apps like WhatsApp, WeChat, FB Messenger, iMessage, Line, Kik, Snapchat, and Kakao are extremely popular. Some think they will morph into…
36 - Jason Hirschhorn on Viacom’s Deep Problems, Noises, Naysayers, and Turnaround Hope
Mar 10, 2016 • 57 min
Eric spoke again with ReDEF’s Jason Hirschhorn about what Viacom and MTV used to be when he worked there in the early 2000s vs. what it has become today under Philippe Dauman. We discuss the Tom Freston days, what Shari Redstone has and might do, and how…
35 - Peter Kafka on The Latest In The Big Media Struggles With The Bundle
Mar 4, 2016 • 32 min
Eric caught up with Re/Code’s Peter Kafka to discuss his recent media and tech interviews at Code/Media and where he thinks Big Media is at with the inexorable pressure on the bundle. We also discuss Netflix, Viacom, Time Warner, and ESPN.
34 - Sydney Finkelstein on How To Be A Superboss
Jan 22, 2016 • 45 min
Sydney Finkelstein is a Dartmouth Business School professor, author and consultant. He was also on my doctoral committee a while back. His new book out February 9th, 2016 and sure to be another business best-seller is called “Superbosses: How Exceptional…
33 - Jason Stein on the Problems Facing Twitter, ESPN and Viacom
Jan 21, 2016 • 52 min
Eric spoke with Laundry Service’s Jason Stein about what he thinks are the biggest problems facing Twitter and how Jack Dorsey should fix them. We also discuss why companies like ESPN and Viacom have such a hard time changing their ways.
32 - Rich Greenfield on the Disney Downgrading & The Future of Time Warner
Jan 15, 2016 • 36 min
Eric caught up with BTIG’s Rich Greenfield about his recent downgrade of Disney with a new $90 price target and what some of his recent research shows about consumers’ interest in subscribing to ESPN as a stand-alone OTT offering. We also discuss what…
31 - Don Hambrick On What Makes a Great Board, CEO, and Top Management Team
Dec 8, 2015 • 54 min
Eric talked to his Ph.D. advisor Don Hambrick who is now at Penn State’s Business School. We discussed what makes a great board of directors, the qualities of a successful CEO, and how to build a high-functioning Top Management Team.
30 - Bloomberg’s Lucas Shaw on How Amazon Is Trying to Upend The World of Media
Nov 30, 2015 • 29 min
Eric spoke with Bloomberg’s Entertainment Reporter Lucas Shaw about how Amazon has grown to be the #2 digital player after Netflix, what media aspirations they have, how they’ve gone about differentiating themselves in the market, and what kinds of moves…
29 - Jason Stein on the Future of OTT, Facebook TV and Ad vs Subscription Based Revenue
Nov 20, 2015 • 51 min
Eric caught up Jason Stein of Laundry Service (part of Wasserman Media Group) about the future of OTT, Facebook TV, which big media companies will make the leap to the new digital world, and advertising vs subscription-based business models in digital…
28 - John Ourand of the Sports Business Journal on OTT and Sports Rights
Nov 4, 2015 • 22 min
Eric caught up with John Ourand of the Sports Business Journal to discuss whether sports rights are in a bubble, if Yahoo’s live-stream of a recent NFL game was a success and the future of OTT and cable bundle sports.
27 - Horace Dediu on The Disruptive Nature of Apple TV and Apple Car
Oct 5, 2015 • 91 min
Eric spoke with Asymco’s Horace Dediu about how disruptive the new Apple TV will actually be, the nature of the media landscape, how Apple could draw viewers away over time, and the potential for live events and interactive apps. We also explore what…
26 - Rahul Sood of Unikrn on Why eSports Is Taking Off
Oct 2, 2015 • 42 min
Eric spoke to Rahul Sood who’s the co-founder and CEO of Unikrn, a Seattle-based gaming and eSports company. We chatted about why eSports is so popular, which companies are going to benefit the most from its growth, what is happening with DFS companies…
25 - Jason Hirschhorn On How Media Is Being Redefined
Oct 1, 2015 • 72 min
Eric caught up with REDEF’s founder, CEO and Chief Curator Jason Hirschhorn to talk about all the wrenching changes that are going on in the media world these days with the breakdown of the cable bundle, the rise of OTT, which media companies are winning…
24 - EDM Star DJ Manse on Using Technology & Social Media To Break Out
Sep 23, 2015 • 30 min
Eric spoke to rising EDM star Manse about how emerging artists leverage Facebook, YouTube, Instagram, Soundcloud, Apple Music, Spotify, Pandora, Sirius XM and other services to build a name for themselves with fans. We also discuss the most important…
23 - Adam Krejcik on DFS Winners & Losers from NFL Kick-off Weekend
Sep 16, 2015 • 41 min
Eric got back in touch with Eilers Research’s Adam Krejcik after NFL Kick-off weekend to discuss how Daily Fantasy Sports (DFS) did following the recent heavy ad spend. Will DraftKings and FanDuel make money after spending so much? Will they IPO or have…
22 - Peter Kafka on How Big Media Will Respond To OTT
Sep 10, 2015 • 40 min
Eric chatted with Re/Code’s Peter Kafka about what’s going on right now in Big Media in response to the rise of Over The Top (OTT). What are big media execs really saying? What new OTT services might rise up? Will the new Apple TV revolutionize the space?…
21 - Mark Gurman on What Apple Will Reveal At Their September 9th Keynote
Sep 2, 2015 • 19 min
Eric caught up with 9to5Mac’s Mark Gurman about what Apple will exactly reveal during its planned big keynote on September 9th. In particular, we discuss the new Apple TV, its specs, and Apple’s plans to launch an Over-The-Top service aimed at the…
20 - Walter Piecyk on T-Mo, Sprint, Dish, Spectrum, Cable & Apple
Aug 28, 2015 • 81 min
Eric speaks with BTIG TMT analyst Walter Piecyk about the big changes affecting wireless carriers, cable companies, and satellite companies today. We talk about how likely it is that either T-Mobile, Sprint or Dish will be acquired, as well as Apple’s…
19 - Rich Greenfield on Big Media’s Inability to Adapt To Direct To Consumer Over The Top
Aug 19, 2015 • 46 min
Eric welcomes back BTIG TMT analyst Rich Greenfield for a second go round on just how poorly big media is positioned to adapt to the end of the bundle and rapid rise of Direct To Consumer Over The Top services given the recent terrible earnings results.
18 - Spark Capital’s Andrew Parker on the Most Intriguing VC Investing Trends Today
Aug 13, 2015 • 74 min
Eric had a far-ranging discussion with Spark Capital’s Andrew Parker about the biggest investment themes he’s most interested in watching play out over the next 10 years. We discuss messaging, wearables, 3D printing, cryptography, show-rooming, wireless…
17 - Dissecting Apple’s $130 Billion Waste
Aug 11, 2015 • 15 min
If Apple had never started its dividend and stock buyback plan, its cash balances would now be $330 billion. In my view, the whole plan has been a waste of effort that’s led to a 13% increase in the stock price since Sept. 2012. Apple should have spent…
16 - Google’s Alphabet Structure Is a Win-Win-Win
Aug 11, 2015 • 9 min
Eric offers his analysis of Google’s newly announced Alphabet structure for the company and how it’s a win for Larry and Sergey’s control, a win for investors and a win for talented execs like Sundar Pichai.
15 - Robert Peck on Yahoo’s Grade C CEO & Twitter’s Search For a “Unicorn CEO”
Aug 6, 2015 • 31 min
Eric caught up with SunTrust Internet analyst Bob Peck to go into his recent note giving Yahoo CEO Marissa Mayer a C Grade on her 3 Year anniversary. We also discuss Twitter’s search for a “Unicorn CEO.” Our call ended abruptly at the very end of the…
14 - Victor Anthony on Internet Tech Earnings Round-Up & The Potential of Tinder
Aug 4, 2015 • 44 min
Eric talked to Axion analyst Victor Anthony about all the recent Internet Tech companies’ earnings. Who were the winners and losers among Google, LinkedIn, Amazon, Yahoo, Facebook, Twitter, Yelp, and InterActive? We also discuss the potential for Tinder…
13 - Greg Zuckerman on Frackers, John Paulson, and the Hedge Fund Industry
Jul 31, 2015 • 48 min
Eric talked to Greg Zuckerman, Special Writer for the Wall Street Journal and Author of The Frackers and The Greatest Trade Ever, about the fracking industry, John Paulson, and the future of the hedge fund industry.
12 - Brad Silverberg on Microsoft, Bill Gates, Steve Ballmer & What Makes a Great Team
Jul 30, 2015 • 49 min
Eric caught up with Brad Silverberg of Fuel Capital to discuss what it was like to work on the Win95 team and what made it so special. We also discuss Bill Gates, Steve Ballmer, stack-ranking, and why he’s more bullish now about tech than at any point in…
11 - Mike Dauber on Venture & Enterprise Investing: Finding the Next Cisco & IBM
Jul 30, 2015 • 44 min
Eric talks to Amplify Ventures’ Mike Dauber on how the traditional enterprise tech giants are breaking down and the next-generation of companies vying to replace them. Mike also discusses how he got into venture investing and going through the 08 crisis…
10 - James Altucher on Jim Cramer, Larry Kudlow & Choosing Yourself
Jul 29, 2015 • 40 min
Eric caught up with the inspirational James Altucher for a candid discussion on Jim Cramer, investing, Larry Kudlow and choosing yourself.
9 - Tim Bontemps on NBA TV Money, Twitter & Bill Simmons
Jul 29, 2015 • 45 min
Eric talks to Brooklyn Nets beat writer Tim Bontemps on how Twitter and TV money has changed the NBA, how the league is doing, and what will happen to Bill Simmons at HBO.
8 - Kara Swisher on Marissa Mayer and Yahoo
Jul 8, 2015 • 39 min
Eric catches up with Kara Swisher for an in depth discussion of Yahoo and Marissa Mayer’s last 3 years in charge, as well as her favorite interviews ever.
7 - Rich Greenfield on Over The Top Winners and Losers
Jul 7, 2015 • 35 min
Eric talks to BTIG analyst Rich Greenfield about who the winners and losers in Over The Top (OTT) services.
6 - Horace Dediu on If/When The iPhone Will Be Disrupted
Jul 6, 2015 • 81 min
Eric speaks with blogger and Apple/disruption analyst Horace Dediu about when the iPhone will be disrupted, why a purely ad-based business model is problematic, and how he became one of the top tech bloggers.
5 - Nicholas Carlson on The Twitter Drama and CEO Search
Jun 30, 2015 • 51 min
Eric gets into a deep discussion with Nicholas Carlson of Business Insider on why Twitter has always had a crazy culture, why Dick Costolo quit, and what’s going to happen next as the CEO search progresses.
4 - Dan Nathan on Tech Investing & Option Trading
Jun 30, 2015 • 51 min
Eric speaks with Dan Nathan of Risk Reversal, Ticker District and CNBC about tech investing, the nuclear winter of 2000 - 2002, what makes Stevie Cohen a great trader and how to trade options most effectively.
3 - Adam Krejcik on the Explosion of Daily Fantasy Sports (DFS)
Jun 24, 2015 • 36 min
Eric speaks with Adam Krejcik, Managing Director of Digital and Interactive Gaming at Eilers Research, about the explosion in popularity of DFS.
2 - Sean Silcoff: The Rise And Fall Of Research In Motion
Jun 19, 2015 • 68 min
Eric talks to Sean Silcoff, co-author of “Losing the Signal” - the story of the rise and fall of Research In Motion/BlackBerry.
1 - Mark Gurman: The Dads Are In Charge Of Apple
Jun 16, 2015 • 79 min
Eric talks to Mark Gurman of 9to5Mac on Apple, the recent WWDC and how he got to be king of Apple scoops. Eric also learns he’s old enough to be Mark’s Dad and that the Dads seem to have taken over running Apple.