Eric speaks with Wall Street Journal Reporter Ben Fritz about his new book on Hollywood called "The Big Picture: The Fight For the Future of Movies." They cover which of the Hollywood studios are best positioned to fight Netflix, Apple, and Amazon, which will sell, how the movie-making business is different today from even 5 years ago, and how it's likely to keep changing.

Ep. 82 - Ben Fritz on Hollywood's Fight For the Future of Movies

Eric discusses why Disney management should present itself to investors as a "Disney as a Service" offering offline and online entertainment for millions of families around the world on a subscription basis. Taking this subscription-based approach would help increase Disney's stock price to $500 billion in 5 years, he argues.

Ep. 83 - Disney as a Service

Comcast and Disney are fighting to control Fox. There is a lot of misinformation out there about how it will play out and what issues matter most. Eric weighs in with his views are these matters.

Ep. 84 - How the Fight for Fox will Play Out Between Disney and Comcast

Netflix (NFLX) disappointed investors by missing its own Q218 estimates for US and international subscribers.

The bears’ reaction to that news was that the constantly growing international subscriber story is finally coming to an end.

The bulls’ reaction has been that this quarterly miss is a blip in the still valid long-term growth story.

I tend to agree with the bulls that there is still a lot of international growth ahead for Netflix. To explain why, let’s dive into the details around Netflix’s expansion into Canada 8 years ago and how it’s doing there. Their success in Canada offers a window into why they’re likely to continue to be successful in the other 190 countries they’ve expanded to in the past few years.

Ep. 85 - Why Netflix Is Dominating International Growth

Apple recently passed $1 trillion in market capitalization and its stock has hit all-time highs. Eric argues that it could still rise another 50% before its fairly valued and explains why.

Ep. 86 - Why Apple Is Still Undervalued

When I was growing up in the dot com craze of the late 90s at Columbia Business School, all the traditionally conservative MBA candidates who normally wanted to go into banking or consulting dreamed of striking it rich by starting their own tech company or going to work for a new one like CMGI, TheGlobe.com, Yahoo, or Excite.

Today, it seems like young tech talent wants to go work for Apple, Facebook, Google or Amazon. Where are the hot new young companies of today's generation?

Ep. 87 - Why Are There No Exciting Young Tech Companies Under 5 Years Old?

The Eric Jackson Podcast focuses on the key issues going on today in the worlds of media and technology.

The Eric Jackson Podcast

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