The Pomp Podcast: Eric Jackson on Spotting 10x Stocks Before the Crowd

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When markets move fast, the hardest part isn't finding a story — it's knowing when the story is real. Anthony Pompliano's recent conversation with Eric Jackson, founder of EMJ Capital, really drives this home. Jackson shared a striking example from August when his model turned bullish on Bitcoin, even though prediction markets were deeply skeptical. Right, and the numbers were wild. Polymarket gave only a 3 percent chance of Bitcoin finishing the month at $70,000, yet it closed at $79,000. As Jackson said, "the wisdom of the crowds is not always correct." That's a massive disconnect. It really is. And building on that, Jackson explains how the rise of retail investors has fundamentally changed public markets. More CEOs are actually reaching out to understand how to connect with individual investors now. What's interesting is Jackson says there's "no cookie-cutter way to do this." Companies need to be open, authentic, and transparent — showing humanity, not hiding behind polished corporate distance. But how does he actually find these opportunities before everyone else? AI plays a major role, though not in the simplistic way people imagine. Jackson uses AI to compare competitors, test business assumptions, and understand why companies approach markets differently. ChatGPT helps with writing, Claude is his dependable workhorse, and other tools handle coding and technical work.

That's fascinating. He also mentioned visiting Hut 8's Riverbend data center campus in Louisiana — a 649-acre project that completely changed his view of the company. The scale of transformers, power needs, and logistics makes the business easy to misunderstand. He believes Hut 8 is building real value through non-recourse debt and anchor tenants like Anthropic. Which brings us to his investing style. His portfolio is concentrated, tilted toward small-cap growth and crypto. But here's the critical insight: timing matters most. "The biggest mistake is being too early to a story," he explains, because even great companies can take years before the market recognizes the opportunity. And that discipline extends to selling too.

Jackson admits, "know yourself; I am an optimist," which means he can hold winners too long. He tries to separate temporary setbacks from real changes in management quality or business momentum.

His Bitcoin models help remove emotion from that process. They identify bull, mixed, or bear regimes and often give about 30 days of warning before a shift.

He cited examples where the system flagged stress before Bitcoin fell, then turned mixed before a rally.

Finally, Jackson's using AI to uncover opportunities in prediction markets through EventHorizon.com. The goal is spotting where platforms like Kalshi and Polymarket misprice outcomes in crypto, politics, or Supreme Court decisions. The edge comes from combining human judgment, AI tools, and patience.