Eric Jackson is the founder of EMJ Capital. He joins Phil Rosen on Full Signal to discuss the stocks he's most bullish on right now, including OpenDoor, Iren and Better, and the private credit and software stocks that he is actively shorting.
This episode is sponsored by Public: https://public.com/openingbell
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Timestamps:
0:00 - Intro
0:30 – Opendoor, $OPEN
5:19 – Better Home & Financing, $BETR
7:56 – Cipher Digital, Iren, Hut 8
9:44 – Public & Generated Assets
10:50 – Why Eric is short SaaS
16:26 – Salesforce, Asana, DocuSign
21:29 – "Overcompensation tell" SaaS CEOs show
23:19 – Opening Bell Daily
23:30 – Language vs. fundamentals
25:44 – Private credit risks
29:15 – PIKs as 2008-style warning
32:38 – Blue Owl, $OWL
36:33 – 25% odds of contagion event in 2026
39:18 – Naming the real Satoshi question
49:11 – Follow Eric
Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
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