Shows
SPAC PodcastSPAC Podcast: Ginkgo Bioworks Merger, Alt Coins, Crypto Bubble, Microvast & Coupang undervaluedThis week we discussed the ~$17B SPAC merger of Ginkgo Bioworks with SRNG, Soaring Eagle. We also revisit why Microvast and Coupang are undervalued, and of course react to Bill Ackman's WSJ interview.
LISTEN (On the go!):
• Spotify: http://spoti.fi/3gfkCD1
• Apple: http://apple.co/3snhOpO
• Google: http://bit.ly/3uAdPYI
• Breaker: https://bit.ly/3uE1WkE
• Anchor: http://anchor.fm/spac-mania
• Pocket Cast: http://pca.st/htwicxc7
• RadioPublic: http://bit.ly/3d45jLx
ABOUT OUR PODCAST:
The SPAC Podcast i...2021-05-1946 minSPAC PodcastSPAC Podcast: Chamath's IPOF merger with EquinoxAlex & Dana break down everything we know about Chamath's IPOF merger with Equinox. Particularly, all the divisions and services of Equinox (luxury hotels, gyms, in-studio cycling classes, on-demand workout content, hardware and more!) We compare Equinox to it's rival Peloton and discuss what the future holds in this very competitive space. Needless to say, we're VERY OPINIONATED this episode but cautiously optimistic about how the market will perceive this merger in the coming weeks (especially after the deal is finalized and terms of the deal are shared publicly with the SEC).
00:00 - Initial thoughts on merger news2021-05-0626 minSPAC PodcastSPAC Podcast: Elon Musk claims Peter Rawlinson was never Vice President & Chief Vehicle EngineerThis is a bonus episode of our weekly SPAC Podcast. Obviously, we had to discuss Alex's interview last week with Lucid Motors CEO, Peter Rawlinson, but more importantly, Elon Musk's tweet "Rawlinson was never chief engineer. He arrived after Model S prototype was made, left before things got tough & was only ever responsible for body engineering, not powertrain, battery, software, production or design"
00:00 - Intro + reflection on Lucid Motors interview & follower feedback
09:23 - Elon Musk tweet - what happened?
12:43 - Peter Rawlinson remarks on Lever 4 & 5 autonomy + reaction to Elon's tweet
15:38 - Fint...2021-05-0447 minSPAC PodcastSPAC Podcast: Battery manufacturer, Microvast $THCB is an undervalued sleeper► SEGMENTS:
00:00 - Intro (Alex explains his new branding, 'The Stock Cast')
01:30 - Alex's upcoming interview with Lucid Motors CEO, Peter Rawlinson
07:17 - Micorvast (THCB) deep dive!
44:22 - What questions are you going to ask Peter Rawlinson???
47:36 - Amazon stock splitting (rumor)
LISTEN (On the go!):
• Spotify: http://spoti.fi/3gfkCD1
• Apple: http://apple.co/3snhOpO
• Google: http://bit.ly/3uAdPYI
• Breaker: https://bit.ly/3uE1WkE
• Anchor: http://anchor.fm/spac-mania
• Pocket Cast: http://pca.st/htwicxc7
• RadioPublic: http://bit.ly/3d45jLx
2021-05-0157 minSPAC PodcastSPAC Podcast: Current State of SPACs, SEC regulation, Chamath under fire, DogeDay + Special Guests El Professor & Ms. Meg Trades► SEGMENTS: (Click links to navigate to that segment)
00:00 - Intro
01:00 - Special guests (quick background on @_El_Profesorr & @MsMegTrades)
04:30 - Current state of the SPAC market:
What caused this 10-week SPACpocalypse?
What behavioral changes we've observed in SPAC investors
How to hedge yourself during this turbulent period
16:05 - SEC regulation, market behavior changing, life cycle of SPACs
34:32 - SPAC catalysts are no longer guaranteed price bumps
36:10 - Chamath discussion (was the face of the 2020 SPAC frenzy; but how come he's become the face of the SPAC market bust?)
46:43 - I...2021-04-211h 18SPAC PodcastSPAC Podcast: Coinbase IPO & undervalued e-commerce investments worth a look (April 14, 2021)EPISODE SUMMARY:
In our third episode of the SPAC Podcast we discussed the Coinbase IPO and what that means for the overall Crypto environment. We also took a deep dive into some prominent e-commerce plays that are currently undervalued with significant upside.
SEGMENTS:
00:00 - Intro
01:09 - Coinbase IPO
10:35 - Tokopedia
19:03 - Coupang
31:00 - Wish
35:15 - PoshMark
42:06 - SEC looks into SPAC market
ABOUT OUR PODCAST:
We created this podcast to tackle the weekly buzz on all SPACs...2021-04-1552 minSPAC PodcastSPAC Podcast: Episode 2, with Alex Cutler & SPAC Mania (April 8, 2021)EPISODE SUMMARY:
This is our second episode of the new SPAC Podcast, hosted by Alex Cutler and SPACmania. In this episode we tackle Cathie Wood's new Space ETF and the SPACs that may join that ETF in the near future. We also discuss major merger news this week (Grab, Topps, and LumiraDx), as well as new updates in the world of legalized sports betting. Lastly, we end the podcast with a comprehensive breakdown on the economics of buying electric vehicles, and explore a new segment of the show where we review and discuss Twitter polls from earlier t...2021-04-091h 08SPAC PodcastSPAC Podcast: Episode 1, with Alex Cutler & SPAC Mania (April 5, 2021)This is the pilot episode of our new SPAC Podcast, hosted by Alex Cutler and SPACmania. We created this podcast to tackle the weekly buzz on SPAC investing. All listeners are encouraged to engage with us on Twitter, ask us questions and more importantly let us know want you want us to talk about! Our new podcast is available weekly on Wednesdays or Thursdays via YouTube, Apple Podcast and Spotify. Follow the SPAC Podcast on Twitter (all links listed below). Lastly, this is our pilot episode - it's a little rough around the edges, but rest assured we're invested...2021-04-0539 min