The Mergers Podcast

Writing a unique career story from Markets to Media [Eric Markowitz, Nightview Capital]

The Mergers

From investigating corruption in the prison system to identifying the next decade’s biggest investment opportunities, Eric Markowitz has built a career on deep research, contrarian thinking, and long-term conviction.

In this episode of The Mergers Podcast, Ken and Rory sit down with Eric - Managing Partner & Director of Research at Nightview Capital - to discuss:

  • Investigative Journalism & Investing: How Eric’s award-winning journalism sharpened his ability to spot hidden market opportunities.


  • The Nightview Strategy: How they’ve returned 25% per annum by focusing on AI, robotics, and long-term structural winners.


  • Tesla, Amazon & Investing in AI: Why Tesla is not just a car company, and how Amazon’s fulfilment innovations could reshape e-commerce.


  • The AI Dilemma: Why using AI in investing can be a trap, and why real conviction still comes from human intuition and proprietary research.


  • Career Lessons: How to break into finance or journalism, and why the best opportunities come from following curiosity, taking risks, and making mistakes early.


This is a must-listen for anyone interested in investing, AI, deep research, and building an unconventional career path.