The Eric Jackson Podcast

Eric Jackson
  • 3.6 (9)
  • Investing

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

  1. 5d ago

    16 Owners, One Board Seat: What Tidal's SEC Filings Actually Say

    You’ve heard the story: JAY-Z bought Tidal and cut 16 artists in as co-owners, the great artist-ownership moment of the streaming era. Then I read the SEC filings. The paper tells a different story than the press release: what those ownership stakes actually amounted to, who really held the control, and what “equity” means when there are 16 owners and one board seat. The gap between the ownership story artists were sold and the ownership structure the filings show is the whole lesson. Get full access to EventHorizonIQ at eventhorizoniq.substack.com/subscribe

    16 Owners, One Board Seat: What Tidal's SEC Filings Actually Say

  2. 5d ago

    Registered 5 Seconds Apart: The Bot Army Aimed at Larry Jackson's gamma

    A smear site appeared targeting one of the most powerful executives in music. I pulled the domain records myself: registered 5 seconds apart from its twin, hidden behind offshore infrastructure, paid for in ways designed not to be traced. Gamma’s own lawsuit describes a coordinated bot campaign; the registry trail I found tells you how professional the operation really was. Who builds machinery like this against a music executive, and what does it say about what’s at stake? I have no relationship with gamma and no stake in any of this. I just read the records. Get full access to EventHorizonIQ at eventhorizoniq.substack.com/subscribe

    Registered 5 Seconds Apart: The Bot Army Aimed at Larry Jackson's gamma

  3. 5d ago

    The $100 Million Receipt That Doesn't Exist

    Everyone repeats the same sentence: “Cash Money sold Drake’s masters to Universal for $100 million.” Wrong seller. Wrong pool of masters. And the only public receipt is one sentence in a lawsuit filed by Lil Wayne’s own ex-manager. The full chain of title, 1998 to today, the two pools of masters everyone confuses, and why Drake and Nicki can’t pull a Taylor’s Version. Get full access to EventHorizonIQ at eventhorizoniq.substack.com/subscribe

    The $100 Million Receipt That Doesn't Exist

  4. Jul 5

    Why Drake Will Outlast Every Rap Empire

    Walking through Venice, I realized the same forces that brought down one of history’s greatest empires explain why some artists vanish while others stay relevant for decades — and why Jay-Z, Kanye, and Drake each chose a different path. This isn’t really about Drake. It’s about why empires quietly decline, why some founders stay relevant while others fade, and the lesson every entrepreneur and investor should understand. History doesn’t repeat. It rhymes. In this episode: - (00:58) The hidden lesson from Venice - (02:14) Why great empires quietly decline - (03:48) The mistake Jay-Z, Kanye & others made - (05:26) Drake’s real competitive advantage - (07:12) Why people can’t stop following Drake - (08:56) The business lesson everyone misses - (10:34) The investing lesson that changed my thinking New Walk & Talk every day. Own the future. Don’t rent it. Get full access to EventHorizonIQ at eventhorizoniq.substack.com/subscribe

    Why Drake Will Outlast Every Rap Empire

  5. Jun 17

    Iceman, Pt. 3 — Kendrick Called Drake Michael Jackson. Drake Made It a Crown.

    In March 2024, Kendrick Lamar tried to end Drake's career with one line: "Prince outlived Mike Jack." Translation — you're the doomed Michael Jackson, I'm the canonized Prince. It was the most sophisticated insult of the entire battle, and it was supposed to be a death sentence. Two years later, Drake passed Michael Jackson's solo chart record, put MJ's actual glove on his album cover, and — through his own uncle, Larry Graham, Prince's spiritual mentor — laid claim to Prince too. The insult didn't get flipped. It expired. Part 3 of the Iceman series is the forensic version, every claim sourced: the MJ biopic that landed one month before Iceman and turned the comparison from liability to coronation, the bloodline and the Bridle Path, the audience-durability test, and the receipt almost nobody gets right — who actually owns Drake's masters. Because the real war was never against Kendrick. It's against the building they both record inside. A rap battle is a fireworks show. Owning your work is the power grid. Only one of those lasts 30 years. 12:49. Read the written version with all sources at eventhorizoniq.com. Get full access to EventHorizonIQ at eventhorizoniq.substack.com/subscribe

    Iceman, Pt. 3 — Kendrick Called Drake Michael Jackson. Drake Made It a Crown.

  6. Jun 15

    He Wasn't Dissing. He Was Auditing — What Drake's Diss Tracks Were Really About

    The biggest rap beef in a generation — Drake vs. Kendrick, spring 2024 — was also, read closely, a forensic audit of the music industry. I decode "Push Ups" and "Family Matters" as business documents: who owns the masters, who's a principal and who's labor, and the wordplay that hides a record-label org chart inside a single threat. Then the turn — mid-audit, Drake names his own $400 million Universal deal and lands himself on the same map he drew for everyone else. Plus how the exact same ownership architecture runs through country music's biggest star. Every business claim is Drake's assertion; several are unverified by design — that's the point. Get full access to EventHorizonIQ at eventhorizoniq.substack.com/subscribe

    He Wasn't Dissing. He Was Auditing — What Drake's Diss Tracks Were Really About

  7. Jun 13

    Morgan Wallen Didn't Write His Own Confession

    The most personal song Morgan Wallen ever recorded — Don't Think Jesus — he didn't write 1 word of it. 3 Nashville songwriters did, it dropped on Good Friday 14 months after the worst night of his career, and it hit No. 1 anyway. I decode Drake for a living. This is the same story — the machine behind the music — wearing a cowboy hat. We follow the money from a cancelled country star to the biggest rapper alive and find them both routing to the same corporation, neither one owning his own records. Inside: February 2021 as a forced liquidation, the Nashville writers' room that builds the confessions, the 2026 Journal of Marketing Research study that names Wallen as one of its 4 cases, and why the cleanest credits page in his catalog might be the most honest thing on the record. Watch the full breakdown: youtu.be/Rpl9eNgnxsM Read it: eventhorizoniq.substack.com/p/morgan-wallen-didnt-write-his-own Day 298. Same method, every day. Get full access to EventHorizonIQ at eventhorizoniq.substack.com/subscribe

    Morgan Wallen Didn't Write His Own Confession

  8. Jun 12

    The Super Bowl Rented Kendrick an Audience. Drake Owns His.

    I bet I could prove Drake out-writes Kendrick — built a machine, counted every double and triple meaning across 58 songs, and lost: Kendrick's denser in 3 of 4 eras. So I measured a different thing. In a controlled window where both released nothing for 7 months, Drake's audience grew on catalog alone while Kendrick's shrank — after the biggest year any rapper's ever had. Wrong about the metric, right about the man. Video: https://youtu.be/L1Qxlw0TmV0 Full written study: https://open.substack.com/pub/eventhorizoniq/p/the-super-bowl-rented-kendrick-an Track record, graded in public: eventhorizoniq.com/scoreboard Get full access to EventHorizonIQ at eventhorizoniq.substack.com/subscribe

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3.6
out of 5
9 Ratings

About

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

Information

  • Creator
    Eric Jackson
  • Years Active
    2015 - 2026
  • Episodes
    14
  • Rating
    Explicit
  • Copyright
    © Eric Jackson
  • Show Website
    The Eric Jackson Podcast