SPAC Podcast: Recent Episodes

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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 SPAC Podcast is hosted by Dana Donovick and Alex Cutler. We created this podcast to tackle the weekly buzz on all SPACs. All listeners are encouraged to engage with us on Twitter (www.twitter.com/SPACpodcast), ask us questions and more importantly let us know want you want us to talk about! Our podcast is available weekly on Wednesdays or Thursdays via YouTube Spotify, Apple, Google, and more!

TWITTER:

• Podcast: https://twitter.com/SPACpodcast

• Alex: https://twitter.com/TheStockCast

• Dana: https://twitter.com/DanaDonovick

• SPAC Mania: https://twitter.com/SPACMania

Design & production by:

Dana Donovick, Passion Possible, LLC.

(206) 222-0740 • dana@passionpossible.com

https://www.passionpossible.com

This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Support this podcast: https://anchor.fm/spac-mania/support

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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 (especially after the deal is finalized and terms of the deal are shared publicly with the SEC).

00:00 - Initial thoughts on merger news

09:08 - Chamath targeted by Wall Street

14:48 - Chamath's responsibility to shareholders (speak out)

16:38 - Hardware partnership

18:36 - Examine Equinox's Peloton-like experience

21:25 - Could Equinox be everything Peloton is, but more?

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:

We created this podcast to tackle the weekly buzz on all SPACs. All listeners are encouraged to engage with us on Twitter (www.twitter.com/SPACpodcast), ask us questions and more importantly let us know want you want us to talk about! Our podcast is available weekly on Wednesdays or Thursdays via YouTube Spotify, Apple, Google, and more!

TWITTER:

• Podcast: https://twitter.com/SPACpodcast

• Alex: https://twitter.com/TheStockCast

• Dana: https://twitter.com/DanaDonovick

• SPAC Mania: https://twitter.com/SPACMania

Design & production by:

Dana Donovick, Passion Possible, LLC.

(206) 222-0740 • dana@passionpossible.com https://passionpossible.com

Support this podcast: https://anchor.fm/spac-mania/support

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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 Musk tweet - what happened?

12:43 - Peter Rawlinson remarks on Lever 4 & 5 autonomy + reaction to Elon's tweet

15:38 - Fintwit community piles on with screenshots

19:00 - Tesla website screenshots

21:37 - Tesla Patents (Peter Rawlinson, Inventor)

41:29 - Apple rumors

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:

We created this podcast to tackle the weekly buzz on all SPACs. All listeners are encouraged to engage with us on Twitter (www.twitter.com/SPACpodcast), ask us questions and more importantly let us know want you want us to talk about! Our podcast is available weekly on Wednesdays or Thursdays via YouTube Spotify, Apple, Google, and more!

TWITTER:

• Podcast: https://twitter.com/SPACpodcast

• Alex: https://twitter.com/TheStockCast

• Dana: https://twitter.com/DanaDonovick

• SPAC Mania: https://twitter.com/SPACMania

Design & production by:

Dana Donovick, Passion Possible, LLC.

(206) 222-0740 • dana@passionpossible.com https://passionpossible.com

Support this podcast: https://anchor.fm/spac-mania/support

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► 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​​

ABOUT OUR PODCAST:

We created this podcast to tackle the weekly buzz on all SPACs. All listeners are encouraged to engage with us on Twitter (www.twitter.com/SPACpodcast), ask us questions and more importantly let us know want you want us to talk about! Our podcast is available weekly on Wednesdays or Thursdays via YouTube Spotify, Apple, Google, and more!

TWITTER:

• Podcast: https://twitter.com/SPACpodcast​​​​

• Alex: https://twitter.com/TheStockCast

• Dana: https://twitter.com/DanaTrades​​​

• SPAC Mania: https://twitter.com/SPACMania​​​​

DISCORD:

• Join the conversation: https://discord.gg/rVKb5J2jVy​​​​

Design & production by:

Dana Donovick, Passion Possible, LLC.

(206) 775-7044 • dana@passionpossible.com

https://www.passionpossible.com​​

Support this podcast: https://anchor.fm/spac-mania/support

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► 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 - Investing Strategy + Which side are you on: bullish or bearish about the market in general.

51:58 - Invest internationally while US market is volatile: does it make sense or not?

55:58 - Round Table: What SPACs are each of us excited about

01:10:10 - DogeDay, Dogecoin Annual Holiday, What is $DOGE and what are the known risks of investing in #Dogecoin.

EPISODE SUMMARY:

In our fourth episode of the SPAC Podcast we're excited to have special guests @MsMegTrades & @_El_Profesorr join us for a deep discussion on the current state of the SPAC market, the impending SEC regulation of SPACs, the different behavioral changes we've observed in SPAC investors, our general strategies, and more!

FOLLOW OUR GUEST:

https://twitter.com/_El_Profesorr

https://twitter.com/MsMegTrades

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:

We created this podcast to tackle the weekly buzz on all SPACs. All listeners are encouraged to engage with us on Twitter (www.twitter.com/SPACpodcast), ask us questions and more importantly let us know want you want us to talk about! Our podcast is available weekly on Wednesdays or Thursdays via YouTube Spotify, Apple, Google, and more!

TWITTER:

• Podcast: https://twitter.com/SPACpodcast​​​

• Alex: https://twitter.com/alexcutler247​​​

• Dana: https://twitter.com/DanaTrades​​

• SPAC Mania: https://twitter.com/SPACMania​​​

DISCORD:

• Join the conversation: https://discord.gg/rVKb5J2jVy​​​

Design & production by:

Dana Donovick, Passion Possible, LLC.

(206) 775-7044 • dana@passionpossible.com https://passionpossible.com​

This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Support this podcast: https://anchor.fm/spac-mania/support

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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 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 and Spotify (coming soon to Apple & Google Podcast). Follow the SPAC Podcast on Twitter (all links listed below).

TWITTER:

• Podcast: https://twitter.com/SPACpodcast​

• Alex: https://twitter.com/alexcutler247​

• SPAC Mania: https://twitter.com/SPACMania​

DISCORD:

• Join the conversation: https://discord.gg/rVKb5J2jVy​

Design & production by:

Dana Donovick, Passion Possible, LLC.

(206) 775-7044 • dana@passionpossible.com

www.passionpossible.com

This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Support this podcast: https://anchor.fm/spac-mania/support

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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 this week.

SEGMENTS:

• 00:00 - Intro
• 01:19 - Cathie Wood's Space ETF breakdown + overview of space related SPACs ( $SPFR $GNPK $SFTW $NSH $VACQ $SRAC $NPA $SPCE
• 16:01 - Update: Legalized sports betting (NFL rights, NY State) ( $DMYD $HZON $DKNG )
• 20:40 - Topps to go public through SPAC deal as baseball card company ventures into NFTs ( $MUDS )
• 28:10 - Grab merger with $AGC (Alex called it!)
• 31:18 - LumiraDx merger with $CAHC (healthcare hardware for testing pathogens)(new device can provide Covid-19 test results in 12 min)
• 38:20 - Breakdown the economic of buying an electric vehicle
• 50:54 - Twitter Polls & comment on user replies of @SpacGuru 4/5 tweet about Chamath

ABOUT OUR PODCAST:

We created this podcast to tackle the weekly buzz on all SPACs. 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 and Spotify (coming soon to Apple & Google Podcast). Follow the SPAC Podcast on Twitter (all links listed below).

TWITTER:

• Podcast: https://twitter.com/SPACpodcast
• Alex: https://twitter.com/alexcutler247
• SPAC Mania: https://twitter.com/SPACMania

DISCORD:

• Join the conversation: https://discord.gg/rVKb5J2jVy

Design & production by:

Dana Donovick, Passion Possible, LLC.

www.passionpossible.com

This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Support this podcast: https://anchor.fm/spac-mania/support

View Details

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 in making improvements to our production every week! So share your feedback!

0:00 Intro

0:10 Are SPACs dead? Discussion on the current state of SPAC Land

3:30 Oversupplied SPAC market

5:00 Sponsor reputations (Ackman, Chamath)

9:40 Biden tax rebate for electric vehicles

15:10 Nikola Motors Tweet "trucks coming Q3 2021"

17:40 New wave of EV, everyone is pivoting to EV, what does the future hold?

18:50 Alex thinks Canoo will not be successful! The debate is started!

20:00 Broader EV market, how GM fairs against known EV SPACs

22:05 Quickly circling back to defend Canoo truck technical spec!

22:25 PSTH: Pershing Square Tontine Holdings

28:15 Round Table: Favorite SPACs

TWITTER:

• Podcast: https://twitter.com/SPACpodcast

• Alex: https://twitter.com/alexcutler247

• SPAC Mania: https://twitter.com/alexcutler247

DISCORD:

• Join the conversation: https://discord.gg/rVKb5J2jVy

This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Support this podcast: https://anchor.fm/spac-mania/support