Oct 15, 2026 · 31 min · 12 segments
Eric Jackson is the founder of EMJ Capital and the investor behind the high-profile Carvana and Opendoor calls. This was recorded live at the Silvia Investor Summit in New York. In this conversation…
Anthony PomplianoHostLet's talk first about, uh, the retail investor and the rise of the retail investor has completely changed, I think, public markets.
And most people will point to the open doors, the GameStop's, you know, a variety of other companies.
But I don't think folks realize that a lot of public company CEOs reach out to me, they probably reach out to you, there's a couple of other folks, and they're like, "I want to engage with the retail investor.
And it's, my takeaway is just like the retail investor is important now to them.
I mean, I think we had that conversation before I joined the board of Silvia, um, about that and how to engage, uh, that important stakeholder group.
I don't think there's a cookie cutter way to do that or, you know, established wisdom.
But I mean, some pretty basic things are be open, be authentic, be transparent.
Um, you wanna make people feel you're a human being, so doing things like having video earnings calls as opposed to just hiding behind an audio only earnings call, I think is a, like an easy layup way to engage with people.
Um, but, um, the other-- I mean, there's another point about the rise of retail.
And what I mean by that is that at the end of the day, uh, for any online campaign, you know, group of, of, of shareholders to really have a, have a, a powerful effect on companies, it takes leadership.
Let's talk first about, uh, the retail investor and the rise of the retail investor has completely changed, I think, public markets.
And most people will point to the open doors, the GameStop's, you know, a variety of other companies.
But I don't think folks realize that a lot of public company CEOs reach out to me, they probably reach out to you, there's a couple of other folks, and they're like, "I want to engage with the retail investor.
And it's, my takeaway is just like the retail investor is important now to them.
I mean, I think we had that conversation before I joined the board of Silvia, um, about that and how to engage, uh, that important stakeholder group.
I don't think there's a cookie cutter way to do that or, you know, established wisdom.
But I mean, some pretty basic things are be open, be authentic, be transparent.
Um, you wanna make people feel you're a human being, so doing things like having video earnings calls as opposed to just hiding behind an audio only earnings call, I think is a, like an easy layup way to engage with people.
Um, but, um, the other-- I mean, there's another point about the rise of retail.
And what I mean by that is that at the end of the day, uh, for any online campaign, you know, group of, of, of shareholders to really have a, have a, a powerful effect on companies, it takes leadership.
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