Podcasts about spac

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Best podcasts about spac

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Latest podcast episodes about spac

Squawk on the Street
Commerce Sec. Lutnick on Intel, Home Depot Misses, Palo Alto Surges 8/19/25

Squawk on the Street

Play Episode Listen Later Aug 19, 2025 46:25


Carl Quintanilla, David Faber and Mike Santoli led off the show with developments regarding Intel: Softbank investing $2 billion in the company, as the Trump Administration reportedly weighs taking a 10% stake in the chipmaker. Commerce Secretary Howard Lutnick joined the program and discussed a potential government investment in Intel. Also in focus: Home Depot's quarterly miss, Palo Alto Networks sharesjump on earnings, Nexstar to buy rival TV stations operator Tegna, the "SPAC king," Medtronic and activism, why one particular stock is plummeting 40%. Squawk on the Street Disclaimer

Blockware Intelligence Podcast
Steven Lubka: Inside Nakamoto's $760M Bitcoin Treasury Bet

Blockware Intelligence Podcast

Play Episode Listen Later Aug 16, 2025 60:26


Today on the Blockware Intelligence Podcast, Mitchell Askew sits down with Steven Lubka, VP of Investor Relations at Nakamoto (NASDAQ: NAKA), just days after the company completed its historic SPAC merger and secured $760 million in financing to build one of the largest Bitcoin treasuries in the world.Save on Taxes and Stack Bitcoin at a Discount by Mining Bitcoin with Blockware: mining.blockwaresolutions.com/taxFollow us on X:Mitch: https://x.com/MitchellHODLBlockware: https://x.com/blockwareteamSteven: https://x.com/DzambhalaHODL

SPACInsider
Inside ReserveOne's Deal with M-3 Brigade V (MBAV)

SPACInsider

Play Episode Listen Later Aug 11, 2025 44:24


An in-depth discussion with Sebastian Bea, President & Head of Investments at ReserveOne, and Vik Mittal, Managing Member at Meteora Capital Partners If there has been one hot summer trend among SPACs, it has been the crypto treasury business combination. To help better understand this new genre of SPAC deal, we sat down with Sebastian Bea, President and Head of Investments at ReserveOne, which announced a $1 billion combination with M3-Brigade Acquisition V Corp (Nasdaq: MBAV) last month. We're also joined by Vik Mittal, Managing Member at Meteora Capital Partners. They discuss why this particular play has come to the forefront of the market now and how the market has reacted as more and more entries of this deal type have been announced. Sebastian also explains how ReserveOne plans to generate returns greater than the value of its underlying assets and are earmarking a portion of its portfolio for private investments. How will ReserveOne and other companies of this type continue to differentiate themselves as their cohort grows? And what happens if the US government changes its attitude on crypto once again? ---- IMPORTANT DISCLOSURES: This podcast is for informational purposes only and does not constitute investment advice, a recommendation to buy or sell securities, or a solicitation of any kind. The views and opinions expressed by the guests are their own and do not necessarily reflect the views of their respective firms or affiliates. Past performance discussed is not indicative of future results. All investments involve risk, including potential loss of principal. Any performance figures mentioned have not been independently verified and may not reflect actual client experiences or net returns after fees and expenses. The guests may have financial interests in companies, securities, or investment strategies discussed. Sebastian Pedro Bea is associated with the M3-Brigade V/ReserveOne transaction mentioned in this discussion. Vik Mittal serves as Managing Member of Meteora Capital, LLC and principal of numerous SPACs.  These relationships may create conflicts of interest. Nothing in this podcast should be construed as personalized investment advice. Listeners should consult with qualified financial professionals before making investment decisions. Market predictions and forward-looking statements are speculative and subject to significant uncertainty.

GREY Journal Daily News Podcast
Can AI-Powered Medtech Revitalize the IPO Market?

GREY Journal Daily News Podcast

Play Episode Listen Later Aug 5, 2025 4:08


Heartflow, a California-based medtech company specializing in AI-driven cardiac diagnostics, plans to list on the Nasdaq under the ticker HTFL, offering 12.5 million shares at $15 to $17 each and targeting a valuation up to $1.3 billion. The company received FDA approval in 2022, expanded its market through Medicare and AMA regulatory changes, and has assessed over 400,000 patients as of March 2025. Heartflow reported $125.8 million in 2024 revenue, a 44% increase from the previous year, but posted a net loss of $96.4 million and expects continued losses. Major investors include Bain Capital, Panorama Point Partners, and Capricorn Investment Group. The IPO follows a previous canceled SPAC plan and recent public listings by other medtech firms.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

WSJ Minute Briefing
Tesla Approves Elon Musk's $24 Billion Stock Award

WSJ Minute Briefing

Play Episode Listen Later Aug 4, 2025 2:45


Plus: Eric Trump and Donald Trump Jr. are backing a SPAC that aims to merge with companies ”revitalizing domestic manufacturing.” And Spotify says it will be raising its premium subscription prices. Pierre Bienaimé hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Yet Another Value Podcast
Anek Capital's Orel Levy's Cellebrite Thesis $CLBT

Yet Another Value Podcast

Play Episode Listen Later Aug 1, 2025 60:21


In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Orel Levy of Anek Capital to discuss Cellebrite (ticker: CLBT). The conversation explores Cellebrite's digital forensics tools, from cracking phones to managing and analyzing data. Orel provides a comprehensive overview of Cellebrite's business model, competitive positioning, and potential for growth. Topics include their shift to a SaaS model, the federal sector's role, AI integration, competitive threats like Palantir, and the company's broader strategic outlook. They also touch on risks, including execution challenges, management turnover, and potential M&A speculation. Tune in to understand why Cellebrite is at the intersection of technology, law enforcement, and investing.If you're interested in the CLBT trata call mentioned during the podcast, see: https://www.trytrata.com/clbt____________________________________________________________[00:00:00] Podcast intro and sponsor mention[00:03:13] Cellebrite's history and pivot[00:06:08] Phone cracking explained[00:07:18] R&D moat and customer stickiness[00:08:40] Valuation versus growth peers[00:09:52] SPAC history and misunderstood model[00:13:41] iPhone cracking and misconceptions[00:15:03] Apple, Google cooperation risk[00:16:29] Growth potential and market size[00:21:27] Management turnover and CEO plans[00:27:38] Sale speculation and strategic fit[00:30:49] Mission-critical usage example[00:31:51] Federal budget and deployments[00:33:52] Event-driven budget growth potential[00:37:47] Guardian, Pathfinder, cloud ramping[00:42:58] Long-term risks: execution concerns[00:50:43] AI: neutral impact for now[00:53:39] Suncorp ownership and sale pressure[00:57:46] Ethics and private sector risks[01:00:00] Wrap-up and future conversationsLinks:If you're interested⁠ in the CLBT trata call mentioned during the podcast⁠, see: https://www.trytrata.com/clbtYet Another Value Blog: https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

TD Ameritrade Network
Ethereum Based, SPAC Backed: DYNX Merger with The Ether Machine

TD Ameritrade Network

Play Episode Listen Later Jul 31, 2025 6:41


Andrejka Bernatova joins Morning Movers to discuss her company's journey to merge with The Ether Machine in a $1.6B SPAC deal. In the same week that ethereum marks 10 years of trading, the Dynamix (DYNX) and Strategy (MSTR) backed company is poised to ride the wave of ETH investor interest as the crypto asset recent touched 2025-highs.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Late Confirmation by CoinDesk
Is Ethereum the Google of Crypto? | Markets Outlook

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 30, 2025 19:49


The latest price moves and insights with Ether Machine Founder and Chairman Andrew Keys.To get the show every week, follow the podcast here.Ethereum just turned 10, and according to Andrew Keys, its next decade could be even bigger. In this interview, the Ether Machine Chairman reflects on his Ethereum journey, from a sweltering manhattan apartment to a $1.5 billion SPAC. He breaks down why institutional adoption is finally taking off, what sets Ether Machine apart from other ETH vehicles like ETFs and other treasury companies and why Ethereum's dynamic monetary policy is a feature, not a bug. Plus, why he doesn't own any bitcoin, what Wall Street still doesn't get about Ethereum and Why Ether is the commodity for the internet of the future.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free-This episode was hosted by Jennifer Sanasie.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Markets Daily Crypto Roundup
Is Ethereum the Google of Crypto?

Markets Daily Crypto Roundup

Play Episode Listen Later Jul 30, 2025 19:49


The latest price moves and insights with Ether Machine Founder and Chairman Andrew Keys.To get the show every week, follow the podcast here.Ethereum just turned 10, and according to Andrew Keys, its next decade could be even bigger. In this interview, the Ether Machine Chairman reflects on his Ethereum journey, from a sweltering manhattan apartment to a $1.5 billion SPAC. He breaks down why institutional adoption is finally taking off, what sets Ether Machine apart from other ETH vehicles like ETFs and other treasury companies and why Ethereum's dynamic monetary policy is a feature, not a bug. Plus, why he doesn't own any bitcoin, what Wall Street still doesn't get about Ethereum and Why Ether is the commodity for the internet of the future.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free-This episode was hosted by Jennifer Sanasie.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Podcast – The Overnightscape
The Overnightscape 2243 – Great Sacandaga Lake (7/28/25)

Podcast – The Overnightscape

Play Episode Listen Later Jul 30, 2025 205:17


3:25:17 – Frank in New Jersey, plus the Other Side. Topics include: Coming to you today from Great Sacandaga Lake in Mayfield, NY, on the beach, tranquility, driving up, synchronicity, Monaco Blue Crush, Phish at SPAC in Saratoga Springs, NY, cool drive home, Echoes from PRX, Wildlife Museum, endless taxidermy, supermarket, set break at SPAC for night […]

The Overnightscape Underground
The Overnightscape 2243 – Great Sacandaga Lake (7/28/25)

The Overnightscape Underground

Play Episode Listen Later Jul 30, 2025 205:17


3:25:17 – Frank in New Jersey, plus the Other Side. Topics include: Coming to you today from Great Sacandaga Lake in Mayfield, NY, on the beach, tranquility, driving up, synchronicity, Monaco Blue Crush, Phish at SPAC in Saratoga Springs, NY, cool drive home, Echoes from PRX, Wildlife Museum, endless taxidermy, supermarket, set break at SPAC for night […]

TechCrunch Startups – Spoken Edition
Mission Barns is betting that animal-free pork fat will make artificial meat delicious ... and more

TechCrunch Startups – Spoken Edition

Play Episode Listen Later Jul 28, 2025 7:39


It's the first such product to reach the market, and it could unlock a host of fattened-up meat alternatives. Also, iRocket is aiming to hit the public markets but the SPAC vehicle has hardly any cash left. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Late Confirmation by CoinDesk
THE MINING POD: How the BBB Affects BTC Miners, Stargate Project Update, Record Crypto ETF Inflows

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 25, 2025 42:54


What miners need to know about tax changes in the Big Beautiful Bill, plus a 4.5 GW update on Project Stargate and last week's record $4.39 billion inflows into BTC and ETH exchange-traded products.Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsFILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Will, Colin, and Matt discuss Antalpha's CEO becoming the chair of Cango, how the Big Beautiful Bill affects bitcoin miners, OpenAI and Oracle's 4.5GW datacenter plans, last week's record crypto ETF inflows of $4.39B, and Joe McCann's Solana treasury SPAC.Subscribe to our newsletter! **Notes:**• Hashprice stable at $60/hash/day• Antalpha CEO now chair of Cango • BBB allows 100% equipment depreciation • OpenAI and Oracle plan 4.5GW data center• $4.39B crypto ETF inflows weeklyTimestamps:00:00 Start04:59 Anatalpha CEO → Cango chairman13:02 BBB impact on Bitcoin miners22:06 Fractal Bitcoin22:45 $4.39B in flows last week25:53 Stargate OpenAIOracle 4.5 GW29:10 SoftBank and OpenAI's $500 Billion AI Project36:33 Joe Mcann's fails after 80% drop

The Corner of Grey Street
The Return to Richmond (And SPAC!)

The Corner of Grey Street

Play Episode Listen Later Jul 25, 2025 58:38


DMB made its triumphant return to Richmond last week - the first time since 1997! It's also the pod's first sibling episode - Bruce's brother Jason recaps Richmond N1 with us - his first ever DMB concert! Virginia got one of the best two-nighters of the summer so far, and of course we had to talk SPAC and some of the insane tour debuts and treats that DMB loves to sprinkle in Saratoga. Shout out to Jason for making his pod debut! Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin Magazine
Exclusive: Jack Mallers Backstage Interview at the Bitcoin Conference

Bitcoin Magazine

Play Episode Listen Later Jul 25, 2025 17:32


Jack Mallers, CEO of Strike and the recently launched Twenty One, joins host Isabella Santos backstage at Bitcoin 2025 Las Vegas for an unfiltered conversation on Bitcoin-native capital markets, SPAC listings, macroeconomic upheaval, and the future of lending, education, and financial sovereignty.Mallers breaks down why Twenty One aims to outperform Bitcoin in BTC terms, and how Ross Ulbricht's legacy shaped his Bitcoin journey. He also touches on proof-of-reserves for Strike and TwentyOne, his hottest takes on Bitcoin lending, and America's path back to sound money.⭐ JOIN US @ Bitcoin Asia 2025, Aug. 28-29 in Hong Kong! Get your tickets at: https://asia.b.tc/ today! Chapters:00:00 - Intro: Why Bitcoin Can't Be Stopped00:23 - Bitcoin 2025 Vibes & Big Announcements from 2101:00 - Bitcoin-Native KPIs: BPS (Bitcoin Per Share) & Return Rates02:45 - Financial Engineering & Accretive Growth Strategy at 2105:00 - Bitcoin's Cultural Alignment with Tether & Mallers' Long-Term Vision06:20 - Strategic Bitcoin Reserves & America's Path to Sound Money09:00 - Bitcoin Lending: HODLing, Borrowing, and Market Maturity11:02 - Ross Ulbricht's Impact on Mallers' Bitcoin Origin Story13:00 - Full Circle: From Ross in Prison to Ross Speaking at Bitcoin 202513:30 - Bitcoin and the Collapse of the Old Economic Order15:45 - Bitcoin in the Bond Market & Mallers' Macro Learning Curve16:29 - Jack's Hottest Take: Proof of Reserves

Lend Academy Podcast
Matt Potere, CEO of Happy Money, on building a great consumer lending business

Lend Academy Podcast

Play Episode Listen Later Jul 25, 2025 30:33


As long-time listeners will know, I love the consumer lending space. So, I am delighted to welcome back to the podcast Matt Potere, the CEO of Happy Money, a position he has held since September 2024. Previously, Matt served as CEO of Sunlight Financial, which he took public via SPAC in 2021. With decades of experience in consumer finance across multiple asset classes, Matt brings deep expertise in credit cycles, risk management, and building successful lending platforms.In this episode, we discuss what differentiates Happy Money, their focus on credit unions, how they approach technology and underwriting, their big new forward flow agreement, the state of the consumer today, their use of AI, why culture is so important and much more.In this podcast you will learn:What attracted Matt to the opportunity at Happy Money.How he describes Happy Money today.What he learned leading Sunlight Financial that helps at Happy Money.Why they have focused on partnering with credit unions.Who is the typical customer coming to Happy Money.How their origination process works with their credit union partners.How they are using automation and AI/ML in their underwriting.Matt's perspective on the state of the US consumers.The primary use cases for a Happy Money loan.How they differentiate themselves from other fintech lenders.Matt's approach to scaling a lending business.How they are using AI tools in their operation.How the $500 million deal with Fortress and Edge Focus came together.What are his thoughts on an IPO.Matt thoughts about adding new products to personal loans.What they are focused on for the next 12 months.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

Hashr8 Podcast
How the BBB Affects BTC Miners, Stargate Project Update, Record Crypto ETF Inflows

Hashr8 Podcast

Play Episode Listen Later Jul 25, 2025 42:54


Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Will, Colin, and Matt discuss Antalpha's CEO becoming the chair of Cango, how the Big Beautiful Bill affects bitcoin miners, OpenAI and Oracle's 4.5GW datacenter plans, last week's record crypto ETF inflows of $4.39B, and Joe McCann's Solana treasury SPAC. Subscribe to our newsletter!  **Notes:** • Hashprice stable at $60/hash/day • Antalpha CEO now chair of Cango  • BBB allows 100% equipment depreciation  • OpenAI and Oracle plan 4.5GW data center • $4.39B crypto ETF inflows weekly Timestamps: 00:00 Start 04:59 Anatalpha CEO → Cango chairman 13:02 BBB impact on Bitcoin miners 22:06 Fractal Bitcoin 22:45 $4.39B in flows last week 25:53 Stargate OpenAIOracle 4.5 GW 29:10 SoftBank and OpenAI's $500 Billion AI Project 36:33 Joe Mcann's fails after 80% drop

T-Minus Space Daily
SPAC is back.

T-Minus Space Daily

Play Episode Listen Later Jul 24, 2025 26:10


iRocket plans to go public in the US through a $400 million merger with special purpose acquisition company BPGC Acquisition. Iridium, Honeywell and L3Harris have reported Q2 financial results. Spire Global to expand its space reconnaissance portfolio with new radio frequency geospatial intelligence capabilities, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Chad Anderson, CEO and Founder of Space Capital. You can connect with Chad on LinkedIn, and read the Space Capital Q2 Report on their website. Selected Reading Space startup iRocket to go public via $400 million SPAC deal- Reuters Iridium Announces Second Quarter 2025 Results; Updates Full-Year Outlook Honeywell Reports Second Quarter Results; Updates 2025 Guidance L3Harris Technologies Reports Strong Second Quarter 2025 Results, Increases 2025 Guidance Spire Launches New Space-Based Radio Frequency Intelligence Capabilities for Defense and Security Diana Morant announces that the Spanish government is offering up to 400 million euros to build the Thirty Meter Telescope (TMT) on La Palma. Enabling the Future of SatCom: ALL.SPACE Awarded ESA Contract to Pioneer 5G Integration SpaceX launches NASA's TRACERS mission to protect Earth from space weather Roketsan signs agreement with Indonesia, unveils five missiles and space launch vehicle designs - Breaking Defense Canadian general assumes key role in US Space Command, S4S leadership India Selected to Host International Space Leaders for Karman Week 2025 Space Studies to make splash with new underwater facility - UND Today T-Minus Crew Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Yet Another Value Podcast
Random Ramblings July 2025

Yet Another Value Podcast

Play Episode Listen Later Jul 23, 2025 27:06


In this July 2025 episode of Yet Another Value Podcast, host Andrew Walker shares his latest market reflections. He opens with sharp takes on the speculative surge in crypto-linked equities and questions about hidden leverage. Andrew dissects the potential rise of a new SPAC bubble and lays out a hedge strategy using SPACs at trust value. He then transitions into a deep dive on pattern recognition in investing—its power, its risks, and when it turns into harmful stubbornness. From Warren Buffett's historical lens to Talon Energy and personal investing biases, Andrew probes how past experiences shape investor behavior. The episode closes with musings on CEO arrogance and the importance of open dialogue. As always, Andrew invites feedback and thoughtful conversation from listeners.____________________________________________________________[0:00:00] Intro and episode overview[0:01:21] Sponsor message and host greeting[0:02:01] Recording issues and July intro[0:02:54] Casino market and Bitcoin premiums[0:08:07] Leverage signs and Tesla example[0:08:56] SPAC bubble and trust value[0:10:28] Market views and SPAC options[0:12:58] Pattern recognition in investing[0:16:58] Buffett's experience and pattern use[0:20:58] Pattern vs. stubbornness examples[0:27:21] Talon Energy hesitation explained[0:34:03] Overreliance on old investment patterns[0:37:23] Industry arrogance and founder syndrome[0:41:36] Why Andrew does these ramblesLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

SPACInsider
SPACs Halfway through 2025: What's Working, What's Changing, What's Next

SPACInsider

Play Episode Listen Later Jul 23, 2025 52:43


Harry You, Brandon Sun, and Vik Mittal break down the SPAC landscape On this special edition of the SPACInsider Podcast, we bring together a panel of SPAC veterans to explore the state of the market from the perspectives of sponsors, investors, and underwriters. Joining us are serial SPAC sponsor Harry You, Brandon Sun, Head of SPAC Investment Banking at Cohen & Company, and Vik Mittal, Managing Director at Meteora Capital. Together, they unpack how the complexion of the 2025 SPAC market is shifting and which strategies are rising to the top. How have crypto-focused deals reshaped the landscape, and how many more iterations of that playbook can succeed? We also get into how macro headwinds and tailwinds affect the traditional IPO window and SPAC deal flow, and whether activity is poised to accelerate in the second half of the year. It's a wide-ranging, mid-year pulse check-in on SPACs.  Give it a listen. ------------- IMPORTANT DISCLOSURES: This podcast is for informational purposes only and does not constitute investment advice, a recommendation to buy or sell securities, or a solicitation of any kind. The views and opinions expressed by the guests are their own and do not necessarily reflect the views of their respective firms or affiliates.   Past performance discussed is not indicative of future results. All investments involve risk, including potential loss of principal. Any performance figures mentioned have not been independently verified and may not reflect actual client experiences or net returns after fees and expenses.   The guests may have financial interests in companies, securities, or investment strategies discussed. Harry You is associated with multiple SPACs mentioned in this discussion. Vik Mittal serves dual roles as Managing Member of Meteora Capital, LLC and CFO of Berto Acquisition Corp. Brandon Sun represents Cohen & Company Capital Markets. These relationships may create conflicts of interest.   Nothing in this podcast should be construed as personalized investment advice. Listeners should consult with qualified financial professionals before making investment decisions. Market predictions and forward-looking statements are speculative and subject to significant uncertainty.

The Buttonista
In Case The Internet Didn't Tell You

The Buttonista

Play Episode Listen Later Jul 22, 2025 115:41


Thank God It's Tuesday! It's a beer-in-the-office afternoon cooling down after a weekend of live music, big moves and giant water bottles per usual. We're catching up on our peaks and pits of the weekend, recapping some rather interesting stories in the news as of late and more.EPISODE NOTES:It's a Michelob Ultra Monday (0:35)Doing a full split in my cowboots (12:50)The crying streak continues (15:00)Jack's SPAC hack (23:53)Peaks and Pits presented by Frank Gallo Florist (42:42)My mom hates my water bottle (59:50)Would you rather make millions being Ms. Rachel or having an OF? (35:36)In Case The Internet Didn't Tell You presented by Tierra Farm (1:10:39)Jack's thoughts on the latest Late Night TV news (1:28:11)Death to Kiss Cams!!! (1:45:28)Check out Frank Gallo's newest location in Albany and receive fast delivery all across the Capital Region when you order flowers for a special occasion for you or someone you love.

Lance Roberts' Real Investment Hour
7-17-25 The Magnificent 7 Are Mediocre

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jul 17, 2025 46:14


Are the Magnificent Seven losing their magic? Lance Roberts and Michael Lebowitz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. Lance reviews this week's PPI report (flat) showing little to no effects from tariffs. Yet. The make up of the US economy (80% services) is such that corporations will primarily pay tariffs, and likely not pass along much of the additional cost. Earnings Season continues to roll along as markets enter the seasonally-weaker period of the year. Lance and Michael discuss PPI and what the Fed might be thinking next. The Question de Jour is what is happening with bonds. NOTE: Lance reveals more details about our upcoming programming changes; pay attention! Lance & Michael discuss how we manage Bonds; the surge in retail speculation and the performance (?) of Mag-7 stocks (meh). Michael discusses the two forms of Volatility, and Lance preaches to the YouTube Chat choir. SEG-1: PPI Comes in Flat - Markets Prepare for Correction SEG-2: What is the FEd Thinking Now? SEG-3a: Show Changes Coming SEG-3b: How We Manage Bond Portfolios SEG-3c: Has the Mag-7 Lost its Magic? SEG-4a: YouTube Chat SEG-4b: S&P 500 Realized vs Implied Volatility Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dFXBBqri1lo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Magnificent Seven Are Mediocre" https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/ ------- The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here: https://youtu.be/VDnRZFc0Hpw ------- Our previous show is here: "SPAC's are Back!," https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #BondPortfolio #MagnificentSeven #StockMarketUpdate #TechStocks #MarketOutlook2025 #InvestmentStrategy #InvestingAdvice #Money #Investing

The Real Investment Show Podcast
7-17-25 The Magnificent 7 Are Mediocre

The Real Investment Show Podcast

Play Episode Listen Later Jul 17, 2025 46:15


Are the Magnificent Seven losing their magic?  Lance Roberts and Michael Lebowitz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. Lance reviews this week's PPI report (flat) showing little to no effects from tariffs. Yet. The make up of the US economy (80% services) is such that corporations will primarily pay tariffs, and likely not pass along much of the additional cost. Earnings Season continues to roll along as markets enter the seasonally-weaker period of the year. Lance and Michael discuss PPI and what the Fed might be thinking next. The Question de Jour is what is happening with bonds. NOTE: Lance reveals more details about our upcoming programming changes; pay attention! Lance & Michael discuss how we manage Bonds; the surge in retail speculation and the performance (?) of Mag-7 stocks (meh). Michael discusses the two forms of Volatility, and Lance preaches to the YouTube Chat choir. SEG-1: PPI Comes in Flat - Markets Prepare for Correction SEG-2: What is the FEd Thinking Now? SEG-3a: Show Changes Coming SEG-3b: How We Manage Bond Portfolios SEG-3c: Has the Mag-7 Lost its Magic? SEG-4a: YouTube Chat SEG-4b: S&P 500 Realized vs Implied Volatility   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dFXBBqri1lo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Magnificent Seven Are Mediocre" https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/ ------- The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here:  https://youtu.be/VDnRZFc0Hpw ------- Our previous show is here: "SPAC's are Back!," https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #BondPortfolio #MagnificentSeven #StockMarketUpdate #TechStocks #MarketOutlook2025 #InvestmentStrategy #InvestingAdvice #Money #Investing

Lance Roberts' Real Investment Hour
7-16-25 SPAC's Are Back

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jul 16, 2025 46:16


SPAC's (Special Purpose Acquisition Companies) are making headlines again. Lance Roberts & Danny Ratliff break down why SPAC investing is back in 2025, what's driving the latest SPAC market trends, and what investors need to know before jumping in. Are these deals a golden opportunity or another speculative bubble? Earnings Season continues with Banks' reports and the effects of stock buy backs beginning to wane. Tuesday's CPI print had something for everyone; will PPI finally show effects of tariffs? We're preparing for 3-5% correction by mid-August or September. Will President Trump replace Jerome Powell at the Fed? What really matters is what markets wants: An independent Fed. Should the Fed be cutting rates now? (The Fed is always late.) Lance & Danny discuss who really pays tariff fees (producers); eating out and budget leakage. Wall Street will sellyou anything you want, even when you don't know what it is yet: SPAC's are back, along with a voracious appetite for risk. When investors are all-in, that sets up for correction. Danny describes new challenges to Roth Conversions under the Big Beautiful Bill...and impromptu revelation of grade school antics and interpersonal relationships...and commentary on speculative risk returning to the market. SEG-1: Bank Earnings Review, PPI Preview, and Contrarian Indicators SEG-2: Will Trump Replace Powell? SEG-3: SPAC's are Bank - Will St. Will Sell You What You Want SEG-4a: Roth Conversations Under the Big Beautiful Bill SEG-4b: If Lance Was a Bully SEG-4c: Speculative Risk Returns to the Market Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Turtle Trading" "Is The Dollar Setting Up For A Comeback?" https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/ "Relative Returns Or Absolute. What's More Important?" https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/ ------- The latest installment of our new feature, Before the Bell, "Bullish Sentiment is a Contrarian Indicator," is here: https://youtu.be/4k2AfV8moZ8 ------- Our previous show is here: "Two Dad's on Money," https://www.youtube.com/watch?v=Rm-FNuRdgB0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #BullishSentiment #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #SPACs #SPACInvesting #StockMarketTrends #InvestingNews #FinancialMarkets #InvestingAdvice #Money #Investing

The Real Investment Show Podcast
7-16-25 SPAC's are Back!

The Real Investment Show Podcast

Play Episode Listen Later Jul 16, 2025 46:17


SPAC's (Special Purpose Acquisition Companies) are making headlines again. Lance Roberts & Danny Ratliff break down why SPAC investing is back in 2025, what's driving the latest SPAC market trends, and what investors need to know before jumping in. Are these deals a golden opportunity or another speculative bubble?  Earnings Season continues with Banks' reports and the effects of stock buy backs beginning to wane. Tuesday's CPI print had something for everyone; will PPI finally show effects of tariffs? We're preparing for 3-5% correction by mid-August or September. Will President Trump replace Jerome Powell at the Fed? What really matters is what markets wants: An independent Fed. Should the Fed be cutting rates now? (The Fed is always late.) Lance & Danny discuss who really pays tariff fees (producers); eating out and budget leakage. Wall Street will sellyou anything you want, even when you don't know what it is yet: SPAC's are back, along with a voracious appetite for risk. When investors are all-in, that sets up for correction. Danny describes new challenges to Roth Conversions under the Big Beautiful Bill...and impromptu revelation of grade school antics and interpersonal relationships...and commentary on speculative risk returning to the market. SEG-1: Bank Earnings Review, PPI Preview, and Contrarian Indicators SEG-2: Will Trump Replace Powell? SEG-3: SPAC's are Bank - Will St. Will Sell You What You Want SEG-4a: Roth Conversations Under the Big Beautiful Bill SEG-4b: If Lance Was a Bully SEG-4c: Speculative Risk Returns to the Market   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Turtle Trading" "Is The Dollar Setting Up For A Comeback?" https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/ "Relative Returns Or Absolute. What's More Important?" https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/ ------- The latest installment of our new feature, Before the Bell, "Bullish Sentiment is a Contrarian Indicator," is here:  https://youtu.be/4k2AfV8moZ8 ------- Our previous show is here: "Two Dad's on Money," https://www.youtube.com/watch?v=Rm-FNuRdgB0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #BullishSentiment #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #SPACs #SPACInvesting #StockMarketTrends #InvestingNews #FinancialMarkets #InvestingAdvice #Money #Investing

To the Extent That...
From Boardroom to Courtroom: Episode 4: SPACs are Back!

To the Extent That...

Play Episode Listen Later Jul 15, 2025 39:08


Welcome to To the Extent That, presented by the ABA. Today's From Boardroom to Courtroom features Kurt Wolfe—a Partner in Quinn Emanuel's SEC Enforcement group, former in Securities co-host, and adjunct securities law professor at the University of Richmond. We'll discuss the SEC's landmark Stable Road / Momentus enforcement, examine newly minted SPAC accounting and disclosure reforms, and explore the surprising 2025 SPAC resurgence.

Bloomberg Talks
Don Trump Jr. and Omeed Malik Talk Grab a Gun SPAC, Crypto

Bloomberg Talks

Play Episode Listen Later Jul 15, 2025 17:21 Transcription Available


Donald Trump Jr., Trump Organization Exec VP of Development & Acquisitions + 1798 Partner and 1798 Founder Omeed Malik speak on their SPAC deal with Grab-a-Gun and taking it public on the NYSE. See omnystudio.com/listener for privacy information.

SPACInsider
Inside Kyivstar's $2.2B SPAC Deal: Rebuilding Ukraine, One Tower at a Time

SPACInsider

Play Episode Listen Later Jul 14, 2025 29:56


  This week, we speak with Kyivstar CEO Oleksandr Komarov about the company's $2.2 billion dollar combination with Cohen Circle Acquisition Corp. I (NASDAQ:CCIR). Few companies have been had to forge themselves in the flames recently quite like Ukraine's leading telecom and digital services provider Kyivstar. Now, Kyivstar is not only telling that story but pitching it to public market investors. Oleksandr explains how the company has maintained high EBITDA margins despite the many disruptions unleashed by Russia's ongoing invasion of Ukraine.  He gets into why he decided now was the right time to make Kyivstar the first pureplay Ukraine stock to be listed in the US, and how its listing would give investors a chance to participate in the company's industry consolidation plans as well as the eventual reconstruction of Ukraine.  

SPACInsider
David Liu on Plus' $1.3B SPAC Deal and the Future of Driverless Freight

SPACInsider

Play Episode Listen Later Jul 10, 2025 25:48


After years of investment and excitement, the dawn of self-driving cars and trucks is now here. The question now is which business model among autonomous driving technology companies will win out? This week, we speak with David Liu, CEO of autonomous trucking company Plus. Plus announced a $1.3 billion combination with Churchill Capital Corp. IX (NASDAQ:CCIX) last month. David explains how both Plus' strategy and the autonomous driving landscape have changed since the company last considered a SPAC listing and why the company is betting on a software-first approach - partnering with truck manufacturers rather than building hardware in-house. He also breaks down how this model could position Plus for better scalability and higher margins in the years ahead.

Pathfinder
Back from the Dead, with Chris Kemp (CEO of Astra)

Pathfinder

Play Episode Listen Later Jul 9, 2025 59:03


Chris Kemp took Astra public in 2021 with a bold vision: low-cost rockets launching daily, bringing sovereign space access to every country on Earth. At its peak, the company was worth over $2 billion. Within two years, that valuation collapsed by 99%. In this episode of Valley of Depth, we go inside one of the most dramatic flameouts and attempted comebacks in the commercial space era. We discuss:Why Astra's SPAC-era promises didn't survive contact with realityWhat really went wrong with Rocket 3 and how much of that falls on KempThe decision to take the company private and buy it back for pennies on the dollarHow Astra raised $80M, and its attempt to raise another $100M+The quiet success of its satellite propulsion businessRocket 4, and whether this time is actually differentHow Kemp is repositioning Astra as a mobile, defense-aligned launch platform • Chapters •00:00 – Intro01:53 – What's happened since 2022?02:58 – What kept Astra going after test flight failures?06:46 – Did Astra's engineering approach work against them?08:15 – What Chris believes he got wrong12:51 – Has Chris questioned his leadership at Astra?14:37 – What would Chris have done differently?16:34 – Taking Astra private & investor reactions20:58 – What Chris saw more than anyone else22:20 – Team and factory space at Astra23:20 – Chris's philosophy on rocket building25:54 – Rocket 4 vs Rocket 330:35 – Astra's renewed business model34:11 – Why is Rocket Lab valued at $16B?36:21 – Engine business & customer trust39:25 – NASA & Astra39:49 – Post-privatization investment45:18 – The team at Astra47:08 – What went wrong with Astra's infamous flight47:54 – Chris's evolving leadership style50:05 – Chris's hardest moment at Astra50:49 – Unfair criticisms of Chris51:54 – What present Chris would tell past Chris53:12 – What keeps Chris going54:57 – Would Astra go public again?57:51 – Astra milestones to watch • Show notes •Chris' socials — https://x.com/KempAstra's socials —https://x.com/astraAstra's website — https://astra.com/Mo's socials — https://twitter.com/itsmoislamPayload's socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspaceIgnition's socials — https://twitter.com/ignitionnuclear /  https://www.linkedin.com/company/ignition-nuclear/Tectonic's socials — https://twitter.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/Valley of Depth archive — Listen: https://pod.payloadspace.com/ • About us •Valley of Depth is a podcast about the technologies that matter — and the people building them. Brought to you by Arkaea Media, the team behind Payload (space), Ignition (nuclear energy), and Tectonic (defense tech), this show goes beyond headlines and hype. We talk to founders, investors, government officials, and military leaders shaping the future of national security and deep tech. From breakthrough science to strategic policy, we dive into the high-stakes decisions behind the world's hardest technologies.Payload: www.payloadspace.comIgnition: www.ignition-news.comTectonic: www.tectonicdefense.com

The Buttonista
Big Creams and Big Dreams

The Buttonista

Play Episode Listen Later Jul 8, 2025 119:38


Thank God It's Tuesday! Jack is not is usually self starting the week after a true long weekend celebrating American culture AKA pretty much just hot dogs and hot dogs only. Speaking of beef, we unpack our longstanding drama with the track, ask the public if themselves or anyone they know wants to drink 11 beers and eat 11 hot dogs in 11 races, recap The Lumineers show at SPAC, start our own cream

The Roundtable
New York City Ballet at SPAC 7/9-7/12

The Roundtable

Play Episode Listen Later Jul 7, 2025 9:07


The New York City Ballet will be at SPAC in Saratoga Springs from July 9th -12th. We get a preview of this week's performances from New York City Ballet Artistic Director Jonathan Stafford.

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
Sponsored Episode: Pre-IPO Investing with Christine Healey: How to Access Companies Like SpaceX & Stripe Before They IPO

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD

Play Episode Listen Later Jul 3, 2025 16:36


Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Pre-IPO investing is gaining traction among professionals and high-net-worth individuals looking to invest in top-tier companies like SpaceX and Stripe before they hit the public markets. In this episode, Christine Healey, founder of Healy Pre IPO, explains how investors can gain private equity access to some of the most promising late-stage venture capital deals today.Are you a professional earning a high income and wondering how to diversify your portfolio beyond public stocks? Do you want access to pre-IPO stock but don't know where to start? Christine Healey breaks it down step-by-step—demystifying the investment process, explaining illiquidity risks, and offering solutions tailored for people just like you. Her concierge-style service helps accredited investor opportunities become accessible, even in a space that typically feels out of reach.Whether you're exploring unicorn investing, deciding between SPAC vs IPO, or want to understand how AI investment opportunities and blockchain might affect the private markets, this podcast offers clarity and confidence. Christine's years of experience—ranging from managing NYSE-listed funds to navigating complex pre-IPO transactions—make her a trusted voice for those looking to take the leap.Tune in and get actionable insight from someone who knows the space inside and out—and can help you move from curiosity to capitalizing on the pre-IPO market.

Investing with IBD
Ep. 327 Here's How To Trade The High-Octane IPO Boom

Investing with IBD

Play Episode Listen Later Jul 2, 2025 60:41


Circle, CoreWeave, eToro, Chime. No, it's not a grade school chant, but a small sampling of the companies that have gone public just this year. Ken Shreve, senior markets writer at IBD, joins the “Investing with IBD” podcast to share tips on how to trade high-octane IPO stocks while managing risk appropriately. He also explains what's behind the new IPO boom and how it compares to the previous SPAC mania and other public debuts in recent years. Learn more about your ad choices. Visit megaphone.fm/adchoices

Boardroom Governance with Evan Epstein
Walker Newell & Lenin Lopez (Woodruff & Sawyer): Navigating D&O Risk, Delaware Exit, and Boardroom Litigation

Boardroom Governance with Evan Epstein

Play Episode Listen Later Jun 30, 2025 72:34


(0:00) Intro to this episode(1:43) About the podcast sponsor: The American College of Governance Counsel.(2:30) Start of interview(3:09) Walker Newell's origin story(6:38) Lenin Lopez' origin story(9:21) Intro to Woodruff Sawyer, and their focus on corporate law and securities litigation.(14:00) The Importance of Corporate Governance(14:38) On the Gallagher merger (WS was acquired for $1.2B)(15:10) Advising boards on D&O insurance (corporate and litigation). *Reference to E42 with Priya Cherian Huskins (2021)(17:59) The Delaware Exit ("DExit"). Impact of Derivative Suits. *Reference to VCBA(26:23) Delaware vs. Texas and Nevada(29:00) Understanding Delaware's SB21. Books and records demands. D&O questionnaires.(33:18) The current state of IPOs and SPACs (and impact of D&O insurance pricing)(37:33) The trend of SPAC companies incorporated in the Cayman Islands. SEC revisiting Foreign Private Issuer eligibility.(41:15) Trends in Securities Class Actions (~60% filed against tech or biotech companies).(47:24) Litigation in Private Markets. *Reference to Startup Litigation Digest(53:27) The hardships of life-science companies(56:15) How the federal and status regulatory apparatus is evolving, particularly on AI.(58:52) The evolving role (and burdens) of board members. Example: DOJ whistleblower rules(1:01:21) What are the 1-3 books that have greatly influenced your life: Lenin: The Life and Death of Ivan Ilych by Leo Tolstoi (1902)Walker:The Savage Detectives by Roberto Bolaño (1998)Maus: A Survivor's Tale by Art Spiegelman (1991)(1:04:03) Who were their mentors, and what they learned from them.(1:06:27) Quotes they think of often or live their life by.Lenin: "Al mal tiempo, buena cara"Walker: "Enjoy every sandwich"(1:08:22) An unusual habit or an absurd thing that they love.(1:09:50) The living person they most admireLenin: Tony HawkWalker: Rory McIlroy You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

EUVC
VC | E509 | This Week in European Tech with Dan, Mads & Lomax

EUVC

Play Episode Listen Later Jun 30, 2025 53:46


Welcome to a new episode of the EUVC podcast, where Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures, gather to unpack the macro forces and micro signals shaping European tech and venture.This week, the trio tackles one of the most geopolitically charged, capital-heavy, and morally complex episodes yet:

Thinking Crypto Interviews & News
CRYPTO RALLIES AS BITCOIN REVERSES! $1 BILLION BITCOIN TREASURY SPAC!

Thinking Crypto Interviews & News

Play Episode Listen Later Jun 24, 2025 17:55


Crypto News: Bitcoin reverses and price moves over $105,000 again, is the bottom in? Anthony Pompliano is doing a $1 billion BitcoinTreasury Company SPAC. The Federal reserve is easing crypto banking restrictions. Show Sponsor - ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/

The Future of Insurance
The Future of Insurance – Rick McCathron, President & CEO, Hippo Insurance – LIVE from ITI NYC 2025​

The Future of Insurance

Play Episode Listen Later Jun 24, 2025 31:21


Episode Info Over the last decade, the insurtech landscape has rapidly evolved, transitioning from a space dominated by startups innovating at the fringes to becoming a thriving industry amassing huge investment and innovation. But how did we get here, and more importantly, where do they go next? Hippo CEO, Rick McCathron, joins Bryan Falchuk for this conversion, titled, "A Decade of Insurtech: From Startup to Success Story in 10 Years," recorded live from the main stage of ITI NYC 2025. Rick reflects on a decade of progress at Hippo, exploriing the strategies that have propelled insurtechs from industry disruptors to established market players, offering insights into what it takes to scale, sustain growth, and maintain operational excellence. Episode Summary This episode provides insights into effective sales and networking strategies for those selling to insurance companies. It challenges conventional sales tactics and emphasizes the importance of personalized and informed approaches. Industry Challenges and Adaptation Rick emphasizes the dynamic nature of the business world, noting that successful companies are those that can pivot and adapt quickly to new learnings, data, and shifts in consumer appetites. He shares insights on the importance of making decisions with imperfect information and the need to adjust those decisions as more information becomes available. Financial Performance and Future Outlook Hippo has successfully met and exceeded its financial metrics, and Rick expresses confidence in the company's ability to continue this trend. He mentions an upcoming presentation to the investment community to outline their future plans. Customer Experience and Industry Transformation The discussion touches on the need for the insurance industry to improve customer experience, drawing parallels to Amazon's customer-centric approach. Despite progress, Rick believes there is still room for improvement. Transparency and Management Rick highlights the importance of transparency and ownership in management, acknowledging past mistakes and the need for change. He credits Hippo's management team for their ability to adapt and overcome challenges. Collaboration and Industry Opportunities The conversation also covers the need for collaboration within the industry, emphasizing that there is ample opportunity for different companies to succeed without a winner-takes-all mentality. OverallThe interview provides a comprehensive look at Hippo Insurance's strategies, challenges, and future plans, along with broader insights into the insurance industry's evolution. This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

EUVC
VC | E501 | This Week in European Tech with Dan, Mads & Lomax

EUVC

Play Episode Listen Later Jun 23, 2025 59:01


Welcome to a new episode of the EUVC podcast, where Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures gather to unpack the macro forces and micro signals shaping European tech and venture.This week, the trio tackles one of the most geopolitically charged, capital-heavy, and morally complex episodes yet:The global reshuffling of power: Israel, Iran, Russia, and UkraineWhy defense is back—and what it means for VCsEurope's space ambitions and what the ESA's new satellite project signalsChina's trade plays and Europe's vulnerability in rare earthsAI, IPOs, and why founders might want to stay private longerSurgical robots, ambient AI, and who's building the future of healthcarePlus: Daniel Ek gets flak, SPACs sneak back, and why VCs are now speed-running $15B deals in one week.Here's what's covered:02:00 War & Markets: Iran, Israel, oil prices & Bank of England holds06:00 Defense Budgets: Why Europe is (finally) spending10:00 VC Taboo: Why investing in weapons gets complicated fast15:00 EIF Restrictions: Sex, gambling, and no defense20:00 The Rise of Helsing: Europe's $12B defense unicorn24:00 Strategic Autonomy: Europe's new military satellite constellation30:00 ESA vs. Starlink: Earth observation gets serious34:00 China, Trade Wars & Rare Earths: Why Europe's exposed40:00 EU-US Tariffs & Trump's Pharma Threat42:00 IPO Boom: Chime, Circle, and the SPAC comeback47:00 CMR Surgical: UK's $4B robot exit—is that enough?53:00 Lessons from Intuitive Surgical & deeptech M&A56:00 Deal of the Week: Nabla's AI for clinicians, Helsing, and Scale AI's lightning-fast cash01:02:00 Founders in Government: Alex DePledge & Matt Clifford's impact01:05:00 Meta's AI Transfers: Zuck goes full football transfer window

Hudson Mohawk Magazine
Saratoga Jazz Fest 2025, at SPAC June 28 & 29

Hudson Mohawk Magazine

Play Episode Listen Later Jun 23, 2025 9:27


The Saratoga Jazz Festival is back this weekend at SPAC on June 28 & 29, 2025. Susan Brink spoke with Danny Melnick, President of Absolutely Live Entertainment, which produces the Saratoga Jazz Festival. Learn more here: https://spac.org/saratoga-performing-arts-center/saratoga-jazz-festival/

Unchained
Toxic Flow, Cancel Wars, and the Unstoppable Rise of Onchain Perps – The Chopping Block - Ep. 854

Unchained

Play Episode Listen Later Jun 20, 2025 68:05


Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we're joined by Hyperliquid founder Jeff Yan, the quiet powerhouse behind DeFi's fastest-growing exchange. With 75% of onchain perp volume, no VC money, and a $1B airdrop, Hyperliquid is rewriting what crypto protocols can be. We dive into Jeff's minimalist strategy, the cancel wars with toxic flow, and the JellyJelly controversy that sparked a feud with CZ. Plus: HIP-3 and the future of permissionless perps, SPAC-style hype vehicles taking over Wall Street, and why stablecoin regulation just triggered a 40% rally in Circle stock. Is crypto evolving—or just getting financialized to death? Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

Attendance Bias
2025 Venue Preview: SPAC, Saratoga Springs, NY w/ Liz Ratto

Attendance Bias

Play Episode Listen Later Jun 19, 2025 36:30


Send us a textHi everybody and welcome to the last episode of this Attendance Bias mini-series, in which we previewed each venue Phish will play during their upcoming summer 2025 tour: We just took a look at a new venue to the Phish world: Forest Hills Stadium. Today, we turn our attention to an old favorite; a venue that has been a part of the Phish conversation longer than some fans have been alive, literally.Today, I am joined by family: My sister in law, Liz Ratto, who coincidentally is not only a Phish fan who has been to SPAC several times, but is also a resident of Saratoga Springs! When planning out this series, I was a little nervous about this episode, because Phish has been playing this venue for so long, who knows what new information we could provide? But the answer is: a lot! Liz gives some great pro tips for not only attending the show, but things to do around Saratoga while you're in town for these three nights that close the tour: July 25, 26, and 27.Phish has a long history at SPAC, but an even longer history in Saratoga. But lets hear it from the locals. Join me and Liz to hear how to make the best of Phish's final run of tour in Saratoga

Unchained
Bits + Bips: How Bitcoin Treasuries Are and Aren't Like the SPAC Bubble - Ep. 845

Unchained

Play Episode Listen Later Jun 4, 2025 80:40


The Bitcoin Conference in Vegas is getting more political. Crypto treasury companies are exploding across the globe. And macro markets are flashing mixed signals, with geopolitics entering the chat. In this episode of Bits + Bips, the panel dives into: Key takeaways from Bitcoin 2025 The possible bubble forming around Bitcoin treasuries How the SEC is fighting back against staking in ETFs Whether Ethereum is finally catching up How Ukraine just redefined trade risks Why ETFs have seen so much inflows since the market bottom How AI will impact growth and the job market And … why James hates Las Vegas

Squawk Pod
Donald Trump Jr., “GrabAGun” SPAC, & Tom LLamas on Nightly News 6/3/25

Squawk Pod

Play Episode Listen Later Jun 3, 2025 51:40


Partners at 1789 Capital Donald Trump Jr. and Omeed Malik are betting on building the “Amazon of guns” through GrabAGun's SPAC deal. Both discuss their “ideological investments” and the future of conservatism, and Trump Jr. weighs in on his father's $TRUMP meme coin. After Lester Holt hosted his last Nightly News, Tom Llamas stepped into the role. Llamas explains how he sees his role as a mainstream journalist in the current news environment. Plus, Chicago Fed president Austan Goolsbee and Dallas Fed president Lorie Logan have spoken out on inflation, Neuralink has raised $650m in fresh capital, and CNBC's Courtney Reagan itemizes the costs of tariffs in retail.  Donald Trump Jr. & Omeed Malik - 14:30Courtney Reagan - 38:33Tom Llamas - 45:37 In this episode:Donald J. Trump Jr., @DonaldJTrumpJrOmeed Malik, @RealOmeedMalikCourtney Reagan, @courtreaganBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY