The Milk Road Show

Top 5 High-Conviction Investments for August 2025 w/ Eric Jackson

15 snips
Aug 15, 2025
Guest
Eric Jackson
In this discussion, Eric Jackson, founder of EMJ Capital and an expert in tech investments, reveals how he harnesses AI to find overlooked opportunities in the market. He outlines five high-conviction investments, including Ethereum and DeFi Technologies, while explaining their potential for significant returns. Eric shares insights on the evolution from traditional investments to on-chain assets and highlights the transformative role of cryptocurrency in finance. Tune in for his thoughts on market cycles, trading strategies, and the future of digital finance.
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INSIGHT

From Pure Stock Picking To Macro-Aware AI

  • Eric Jackson shifted from pure bottoms-up growth investing to integrating macro signals after heavy losses in 2021–22.
  • He now combines AI models with human overlays and macro awareness to find asymmetric 100x ideas.
ANECDOTE

AI Spotted Carvana Near Bankruptcy

  • An early AI model flagged Carvana at about $11 and convinced Jackson to buy after rigorous testing.
  • The stock then jumped quickly and validated the model, cementing AI's role in his strategy.
INSIGHT

AI Models Use Diverse Signals, But Feature Overload Looms

  • Jackson builds models across technical, fundamental, app analytics, and downloads data to predict moves.
  • The challenge is feature overload and choosing time horizons that match the intended trade.
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