Eric Jackson shares the stocks that can 100x from here
Full Signal
Phil Rosen
4.8 • 18 Ratings
🗓️ 5 December 2025
⏱️ 47 minutes
🧾️ Download transcript
Summary
Eric Jackson is the founder of EMJ Capital and specializes in finding "100 bagger" stocks. He's spearheaded the retail investor-driven movement behind companies like OpenDoor and Carvana. He joined Phil Rosen to discuss where he's deploying capital in public markets today, his thesis for bitcoin hitting $50 million by 2041, the AI revolution, and the stocks he likes best right now.
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TIMESTAMPS:
0:00 - Intro
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Transcript
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| 0:00.0 | What's up, guys? Today's episode of Full Signal is with Eric Jackson. He is specializing in |
| 0:05.6 | 100-baggers stock picks. We went through all his highest conviction stocks, including Open Door, |
| 0:11.0 | Iryn, and others. And this is a fantastic conversation full of Alpha. You do not want to miss this. |
| 0:16.9 | I hope you enjoy this episode. |
| 0:20.3 | Eric, we have a ton to cover today. |
| 0:22.3 | I really want to start with your thoughts on the AI trade, what you think is happening |
| 0:26.7 | right now and where you think we're going in the year ahead. |
| 0:30.4 | I'm extremely bullish on AI and on crypto. |
| 0:33.8 | I think a lot of people see those two things as completely separate. And I see them as going hand in hand. I think a lot of people see those two things as completely separate. |
| 0:38.3 | And I see them as going hand in hand. |
| 0:41.3 | I think there's over these next 15 years, there's going to be an explosion of AI, not surprisingly. |
| 0:46.3 | And I think what people are missing about AI is that basically, |
| 0:51.3 | AI is going to do 90% of the tasks that we do today in the future. |
| 0:59.7 | Like in, I'm talking five years out, 10 years out, 15 years out. |
| 1:03.9 | And that threatens a lot of people. |
| 1:06.5 | You know, obviously, like, you know, some of the big questions are like, |
| 1:09.5 | am I going to be out of a job because of AI? But I think what people misunderstand is that AI accomplishing 90% of our, like, |
| 1:18.0 | daily boring tasks will free us up to do a lot more interesting things for ourselves. So I don't |
| 1:24.7 | think there's a, you know, cataclysmic, you know, rise in unemployment |
| 1:29.3 | that's coming. I think that there's just going to be this velocity of change brought about by |
| 1:35.3 | AI in terms of all the kind of boring things. Like, you know, for example, this morning, my wife |
| 1:40.6 | was like trying to figure out, like, where she could go to do a hot mat yoga |
... |
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