SPAC Podcast - podcast cover

SPAC Podcast

Dana Matthew Donovickpodcasters.spotify.com
SPAC Podcast is a weekly show dedicated to discussing SPAC investing. The show is hosted by Twitter users Alex Cutler (@TheStockCast) and Dana Donovick (@SPACmania / @DanaDonovick)
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Episodes

SPAC Podcast: Ginkgo Bioworks Merger, Alt Coins, Crypto Bubble, Microvast & Coupang undervalued

This 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 S...

May 19, 202146 min

SPAC Podcast: Chamath's IPOF merger with Equinox

Alex & 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 (especi...

May 06, 202126 minSeason 1Ep. 7

SPAC Podcast: Elon Musk claims Peter Rawlinson was never Vice President & Chief Vehicle Engineer

This 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 ...

May 04, 202147 min

SPAC 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​​ • Pocke...

Apr 30, 202157 min

SPAC 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...

Apr 21, 20211 hr 18 minSeason 1Ep. 4

SPAC 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. All listene...

Apr 15, 202153 minSeason 1Ep. 3

SPAC 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 whe...

Apr 08, 20211 hr 9 minSeason 1Ep. 2

SPAC 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...

Apr 05, 202140 minSeason 1Ep. 1
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