Podcasts about spac

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Latest podcast episodes about spac

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

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

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.

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Once a darling of the SPAC boom, Opendoor spent most of 2024 flat on its back, out of favor, out of steam, and nearly out of cash. But just when Wall Street had written it off as another housing-tech flameout, the meme-stock crowd kicked down the door. From trading at less than the price of a bubble tea to surging nearly 500% in a matter of weeks, Opendoor has staged one of the most bizarre and exhilarating comebacks on the Nasdaq. Is this the beginning of a true comeback, or just another Reddit-fueled sugar rush? Dan Koh and Ryan Huang swing open the doors on what’s really driving the hype and explore what’s really driving the stock’s gravity-defying leap.See omnystudio.com/listener for privacy information.

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:

Lessons I Learned in Law

Tara Haig, General Counsel at Multiverse, joins Scott to reflect on a legal career driven by curiosity, courage, and instinct. From saying yes to opening a New York office two years post-qualification to leading legal, privacy, and governance for one of the UK's most prominent edtech scale-ups, Tara's story is all about leaning into discomfort, and figuring it out along the way. Now part of the exec team at Multiverse, a $1.7B AI-powered apprenticeship platform, Tara shares her take on three big lessons: embracing stretch opportunities (even when terrifying), understanding the commercial engine behind your business, and showing up with authenticity. Whether it's tackling GDPR in lockdown, raising a SPAC, or managing legal complexity across Series A to D growth, she's built a legal career that's anything but linear. This episode is a must-listen for anyone navigating scale-up chaos, growing their team, or trying to stay grounded while building something big. Tara also shares candid reflections on working from Kenya, raising twins, and why perspective, and permission to say no, is as important as saying yes. Guest Recommendations: • Book: Invisible Women by Caroline Criado Perez • Podcast: Pivot with Kara Swisher & Scott Galloway • Podcast: The Rest is Politics About Heriot Brown: At Heriot Brown, we help lawyers find fulfilment in their careers. Beyond recruitment, we foster a thriving community of in-house legal professionals who share insights, experiences, and growth opportunities. 

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

The Road to Autonomy
Episode 305 | Autonomy Markets: Elon and Trump Drama, Tesla Robotaxi Crash Fallout, More Autonomy IPOs

The Road to Autonomy

Play Episode Listen Later Jun 7, 2025 47:39


This week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack the escalating feud between Elon Musk and President Donald J. Trump just days before Tesla's highly anticipated robotaxi launch in Austin.The brewing political tension introduces potential new regulatory and market risks for Tesla, especially given Elon Musk's previous influence in The White House. While the full extent of the fallout remains unclear, what is certain is that this risk must be closely monitored.Meanwhile, as Tesla prepares to launch its robotaxi service in Austin this month, the autonomy IPO market is heating up. This week Plus announced plans to go public via SPAC at a $1.2 billion valuation. Could this signal the beginning of a broader wave of investor interest in autonomous trucking?Episode Chapters0:00 Trump / Elon Feud 4:09 Feud's Impact on Robotaxi8:30 National Autonomous Vehicle Framework 9:41 Big Beautiful Bill 14:13 Viewer Question: What would the fallout be with a Tesla Robotaxi Crash?26:38 Tesla Robotaxi Launch Market Reactions 29:01 Autonomous Vehicles and a European Trade Deal 31:13 Waymo Highway Unlock33:52 Uber's Growing Autonomous Vehicle Ecosystem 35:43 Growing Public Autonomous Trucking Ecosystem40:37 Plus is Going Public44:06 Autonomous Trucking Market45:10 Next WeekRecorded on Friday, June 6, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Yet Another Value Podcast
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC

Yet Another Value Podcast

Play Episode Listen Later Jun 6, 2025 54:34


In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Ben Kelleran of Kontrarian Korner to discuss Sable Offshore, a company attempting to revive the Santa Ynez oil unit off the California coast. They explore the high-stakes nature of this investment, dissect the complex legal battles with California regulators, and assess the upside potential of the project if full production is achieved. The conversation covers Sable's SPAC history, economics, leadership, refinancing plans, and what needs to happen for the company to fully restart operations and generate significant returns.______________________________________________________[00:00:00] Introduction and sponsor message[00:01:59] Guest Ben Kalleran joins[00:03:02] Overview of Sable Offshore[00:04:15] SPAC history and asset deal[00:06:23] Legal/regulatory hurdles explained[00:09:12] Why Exxon sold the asset[00:12:32] Sable's CEO and management[00:15:13] Current production status[00:17:13] Economics and ramp potential[00:20:46] Valuation compared to peers[00:24:02] Equity raise explained[00:27:49] Debt refinancing plans[00:29:56] Legal timeline expectations[00:34:14] Fire Marshal's role discussed[00:41:12] Takings claim details[00:43:40] All-clear signal for investors[00:47:56] Why O&G funds are hesitant[00:49:57] Key dates and next stepsLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

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

Attendance Bias
2025 Venue Preview: The Mann, Philadelphia, PA w/Steph and Tom

Attendance Bias

Play Episode Listen Later Jun 4, 2025 38:10


Send us a textHi everybody and welcome to Attendance Bias. I am your host Brian Weinstein. We are just past the mid-point of this Attendance Bias mini-series, in which we preview each venue Phish will play during their upcoming summer 2025 tour. We are coming off our visit to the Palmetto State for the North Charleston Coliseum, and today's episode is all about a venue that feels like it's been around forever in the Phish world: the Mann Music Center in Philadelphia, PA. I always group Philadelphia in with Merriweather Post, SPAC, and Jones Beach as part of the I-95 Corridor tour circuit, and while there is truth to that, there is a richer Phish history at The Mann than most venues. Today, I am joined by my friends Tom and Stephanie who have long-standing roots to Philadelphia and Tom especially has a long history with the Mann. While there may not be too much for northeast Phish fans to learn about Philadelphia, we do our best to offer recommendations, tips and tricks, and wallow in some good old nostalgia about past Phish shows in Philadelphia, as is our want here on Attendance Bias. So get pumped for July 15 and 16, as Tom, Stephanie, and I take a long look at the Mann Music Center in Philadelphia.

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

Hudson Mohawk Magazine
ESYO and the Festival of Young Artists 2025

Hudson Mohawk Magazine

Play Episode Listen Later May 29, 2025 10:28


Empire State Youth Orchestra's Musical Director Etienne Abelin speaks with Hudson Mohawk Magazines Andrea Cunliffe about the up coming concert at this years Festival of Young Artists at SPAC on June 1st. They talk about the opportunities for young musicians in the Capital Region to expand and develope thier skills and passion for creating music with ESYO. With his vast experience with international orchestras, he gives us some insite into his ongoing innovatie approach to educating, musical directing and conducting. For more information go to: esyo.org Festival and Concert on June 1st at SPAC (Saratoga Performing Arts Center) Currently Empire State Orchestra has a number of summer programs and auditions are open until the 5th of June for the coming 2025-2026 season

The Roundtable
SPAC 2025 summer season preview

The Roundtable

Play Episode Listen Later May 23, 2025 24:38


SPAC President Christopher Shiley and Chief Executive Officer Elizabeth Sobol join us this morning for a preview of their Summer Season including highlights from the New York City Ballet and the Philadelphia Orchestra.When last we met, Chris was SPAC's Senior Vice President of Artistic Planning and now has been promoted to President. He is now overseeing SPAC's programming and day-to-day operations in alignment with the organization's goals for the future. And he works collaboratively with Elizabeth and, the Board of Directors.

Capital Record
Episode 235: SPAC Attack and Market Basics

Capital Record

Play Episode Listen Later May 22, 2025 18:45


Financial innovations are demonized all the time, and perhaps David should be grateful because a low regard for capital markets is what motivated the creation of this podcast. But today he looks at SPACs and the criticisms of them as an example of how fallacious defense of central planning works. He makes the case that protection against fraud is one thing, but protection against loss is another. And ultimately, he makes the case that a system of robust financial markets has gains and losses, and that is a good thing.

Cleveland Moto
ClevelandMoto 503 The Return of Oscar the Romantic Hispanic!

Cleveland Moto

Play Episode Listen Later May 22, 2025 172:06


PODCAST 503 The return of Oscar the Romantic Hispanic. https://www.youtube.com/@ClevelandMoto/streamsShow notes: Are we done with electric motorcycles? Livewire Way back in 2019:. "The range of new bikes are expected to haul in more than $1 billion of annual sales in 2022 compared to 2017".Then back in 2021...The $1.7 billion Harley-Davidson electric motorcycle SPAC deal, Jochen Zeitz, Harley's chief executive, will be the chairman of LiveWire for up to two years following the completion of the deal. In an investor presentation, LiveWire projected units sales volume of 100,961 electric bikes by 2026https://www.cnbc.com/.../harleys-electric-motorcycle...Dec 14, 2021 Can Harley-Davidson's LiveWire spin-off go from selling fewer than 400 electric motorcycles this year to selling nearly 101,000 around the world in 2026?Ouch in just 4 years, that did not age well. "LiveWire sold over 117 electric motorcycles through March 2024, an 86% increase compared to last year"July 2024 "The company expects to sell between 1,000 and 1,500 e-motorcycles by the end of this year" Nope, not even close, you sold just over 600. Great, let's give them more money! Harley-Davidson's electric motorcycle business, LiveWire, is  getting a Tax-Payer funded $89 million boost to support a five-year project to increase production of zero-emissions motorcycles.Since its inception in 2019, LiveWire has only sold somewhere around 2,350 motorcyclesLiveWire claimed to have sold 1648 bikes in 2019Later recall data had shown only 390 actual sales. LiveWire sold 177 bikes in 2020LiveWire sold 461 bikes in 2021Livewire sold 597 in 2022LiveWire sold 660 bikes in 2023LiveWire sold 612 bikes in 2024LiveWire has sold only 33 bikes in 2025 so far. ClevelandMoto has doubled Livewires sales numbers, can we get a govt. check? Based on the $1.7BN initial funding and a $100M Loan from HD to Livewire and the $89M Govt. Grant that makes each bike worth $808,510  -   And you're only paying $22k for it, such a deal!But wait, their latest shareholder report says they sold 1970 bikes in the first quarter of 2025!?!?  What a revival, that 89 mil bump is paying off... Look super, duper closely, read the fine print....that's a COMBINED number for both  stacyc kids $600 balance bikes and $23,000 motorcycles?!?!?Sorry bud, time to get in the motorcycle graveyard, scooch over Energica. VERMONT BANS LOUD PIPES - The news aint the story, so much as the comments are fire! httpsSupport the showRemember folks...Ride Fast and Take Chances! check out our Youtube channel at https://www.youtube.com/c/ClevelandMoto

This Week in Startups
Cursor's $9B Round, AI-Powered Toys & CloudNuro's SaaS Fix | E2121

This Week in Startups

Play Episode Listen Later May 6, 2025 85:51


Today's show: Cursor's explosive growth, hitting $200M in ARR and a massive $9B valuation. They also explore the buzz around Magical Toys' new AI-powered dinosaur, where LLMs meet playtime. The conversation turns to “vibe coding” and how AI dev tools are changing the way product teams build. Plus, Jason shares stories from his Formula 1 poker table, Uber's latest autonomous vehicle partnerships get analyzed, and we bring you highlights from our Founder Fridays pitch showdown, featuring Kippy from Sydney and MomSub from Chicago. Stick around to hear how Cloud Neuro is tackling SaaS sprawl.*Timestamps:(0:00) Jason kicks off the show!(3:52) Rise in popularity of F1 and Netflix's impact(10:23) Uber stock, partnerships, and self-driving technology(10:47) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twisttoday!(13:50) Aurora Innovation's SPAC and Cursor's valuation discussion(19:07) Revenue quality concerns for startups(20:17) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(21:37) User engagement versus churn in startups(23:06) AnySphere's ARR and impact of faster development on tech(30:29) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.(32:11) Anker's portable solar solutions and off-grid living innovations(37:41) Jason's investment insights on Warner Brothers and Disney(38:27) Skype's decline and the rise of Zoom and Microsoft Teams(42:04) Founder Friday bracket final matchup and pitches(51:08) Interview with Fateen Anam Raffid from Magical Toys(59:24) Dino AI toy demonstration and future plans(1:04:20) Interview on CloudNuro's SaaS spend management(1:10:01) SaaS compliance, vendor-customer relationships, and AI spend management(1:16:09) CloudNuro's data-driven foundation and AI governance(1:18:46) Company growth, competitive landscape, and Chicago's entrepreneurial ecosystem*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Links from episode:Magical Toys: https://www.magicaltoys.comCloudNuro: https://www.cloudnuro.ai/*Follow Fateen:X: https://x.com/Fateen_Anam*Follow Shyam:LinkedIn: https://www.linkedin.com/in/shyam-kumar-7b18524/:*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:47) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twisttoday!(20:17) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(30:29) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com/ Mention our podcast and receive 20% off your first-year paid subscription.*Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason's suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

PwC's accounting and financial reporting podcast
Inside SEC reporting: Capital formation

PwC's accounting and financial reporting podcast

Play Episode Listen Later May 6, 2025 42:19


Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.A video of this podcast is available on YouTube, Spotify, or PwC's website at viewpoint.pwc.comThis episode kicks off a new video miniseries focused on SEC reporting that will keep you up to speed on the SEC landscape and take a “back to basics” look at key reporting areas. In today's episode, we cover capital raising, one of the pillars of the SEC's tripartite mission and a focus of the new SEC Chairman. Whether you're preparing for an IPO or navigating ongoing public company reporting, this discussion breaks down the key requirements and considerations. From SEC filing requirements to readiness, our guests share insights for companies at every stage of growth. In this episode, we discuss: 1:11 – Overview of the capital markets, including IPO activity 4:48 – Key disclosure obligations for new public companies 17:47 – Overview of the IPO process (e.g., SEC reviews, confidential filings, roadshow and pricing process) 24:05 – Financial disclosures, interim reporting, and pro forma adjustments 32:36 – Public company readiness (e.g., governance, systems, investor communications) 36:12 – Other capital raising considerations (e.g., follow-on offerings, shelf registrations, seasoned issuer reviews) Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter for the latest thought leadership.  About our guests Ryan Spencer is a partner at PwC's National Office specializing in SEC financial reporting. He has over 25 years of experience serving clients and is a frequent contributor to PwC's publications and communications. Mike Bellin is a PwC Deals partner who leads PwC's US Capital Markets practice. Mike advises clients on accessing the debt and equity capital markets by providing clients with technical/project management advice on complex accounting and financial reporting issues associated with the SEC registration process, IPOs, direct listings, SPAC mergers, 144A debt and equity offerings, divestitures, spin-offs and carve-outs, and GAAP conversions. About our guest host Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.

Attendance Bias
2025 Venue Preview: SNHU Arena, Manchester, NH w/ Casey and Jenn

Attendance Bias

Play Episode Listen Later May 5, 2025 33:49


Send us a textHi everybody and welcome to the first episode of this new series of Attendance Bias: over the next few weeks, we are going to take a look at venue Phish is going to play on their upcoming 2025 summer tour; from old favorites like SPAC and The Mann, to first-time visits for Phish, like Folsom Field and Forest Hills Stadium.Today, I am joined by returning guest Chris Casey and his partner Jenn, both New Hampshire natives, to give us a local view of the SNHU Arena, or the “SNU,” at which Phish will open their summer tour with a 3-night run on June 20, 21, and 22.Phish doesn't have a big history at the venue, but Chris and Jenn have a long history in Manchester, and New Hampshire as a whole. So, what follows is a mix of a venue preview and a travelogue. I hope you enjoy it and look forward to our previews of other venues on the summer tour.

GrowCast: The Official Cannabis Podcast

Nik from Rooted Leaf Nutrients (use code GROWCAST) returns for another deep dive- this time moving away from soil fertilizer elements and delving into watering dynamics. Nik introduces us a concept called SPAC, or soil, plant, air, continuum (AKA the soil, plant, atmosphere continuum). This concept encompasses a more holistic view when it comes to optimal climate conditions in our cannabis grows- whereas singular metrics like VPD can sometimes be only part of the picture. Nik discusses how we should be thinking about what happens to all that water that we dump into the soil system after we put it in there... Plants, after all, are just water lifting mechanisms designed to move that water from the soil into the atmosphere. Understanding and mastering this cycle leads to a healthier, and more vigorous garden. Intro 0:00 Cult Cup Experience 2:32 Watering and Soil Moisture 5:52 VPD and Light Intensity 7:56 Soil Water Potential 20:52 Air & Water Pressure Differences 29:41 Biological Changes in Water Consumption 33:15 The SPAC Cycle in Nature 42:26 Final Thoughts 53:39   Join GrowCast Membership TODAY! Connect with the most active, vibrant cannabis community in the entire world. Personal 24/7 garden support, Members Only content and discounts, and so much more! www.growcast.com/membership    GrowCast Seed Co KLM DROP IS LIVE! Members get $20 off per pack- this Key Lime Madness Drop is going fast so don't miss it! Code growcast15 now works with grow KITS from AC Infinity! www.acinfinity.com use promo code growcast15 for 15% off the BEST grow fans in the game, plus tents, pots, scissors, LED lights, and now REFILLABLE FILTERS!

Allworth Financial's Money Matters
Avoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers

Allworth Financial's Money Matters

Play Episode Listen Later Apr 19, 2025 49:03 Transcription Available


On this week's Money Matters, Scott and Pat take a deep dive into special purpose acquisition companies (SPACs) - exploring their meteoric rise, sharp decline, and the potential risks and rewards for investors. Plus, they field questions from listeners about pension decisions, lump sum options, and how to adapt investment strategies to today's market conditions. Finally, they emphasize the value of personalized financial planning, covering key topics like tax strategies and Roth conversions to help secure your long-term retirement goals. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.