07 Nov 2025
1h 30m

Eric Jackson and the Search for the Next 100 Bagger

Podcast cover

The Compound and Friends

In this episode of The Compound and Friends, Josh Brown, Michael Batnick, and Eric Jackson discuss the recent turmoil surrounding OpenAI, including Sam Altman's behavior and the company's financial commitments, and debate whether the AI investment theme is in a bubble. Eric Jackson shares his investment strategy of seeking "100 baggers" and defends his support for Opendoor, even amidst skepticism. The hosts explore the changing dynamics of investor behavior, the role of social media, and the potential for a "lottery ticket" investment approach. Eric also pitches some of his new investment ideas, including Better, IREN, Cypher, SANA, BTQ Technologies, DeFi Technologies, and ETHA, while sharing anecdotes and insights into his investment philosophy.

Outlines

Part 1: Introduction and OpenAI

Part 2: Eric Jackson's Investing Ideas

Part 3: Closing

Sign in to continue reading, translating and more.

Open full episode in Podwise