In this episode of Non-Consensus Investing, host Ram Ahluwalia from Lumida Wealth sits down with Eric Jackson from EMJ Capital to delve into the transformative power of social media in modern investing. The discussion covers Eric's unique approach to social media activism, including his persistent campaign outside Drake's house and his strategic maneuvers within the boards of Opendoor and Better Mortgage
(02:56) How Retail Investors and Social Media Are Changing the Game
(04:20) Eric’s Experience with @Carvana and AI Models
(08:01) Challenges and Strategies in Running a Hedge Fund
(12:10) How Social Media Shapes Modern Investing
(24:08) Opendoor: A Look at Activist Investing
(33:30) Why Transparency in Management Calls Is Important
(34:27) The Push for Leadership Changes at Opendoor
(36:01) How Social Media Impacts Corporate Governance
(38:00) The Opportunity in Mortgage Refinancing
(39:08) Vishal Garg’s Leadership and AI Innovations
(39:45) Challenges and Public Perception of $BETR
(40:44) The Future of Better.com’s AI and Growth Potential
(47:37) Eric Jackson’s Personal Story and Activism
(50:58) The Drake Campaign and Its Social Media Strategy
(57:15) What’s Next for Digital Assets and Treasury Companies
(01:01:38) Final Thoughts and Opportunities Ahead