Episodes

Valuation is one of the most critical and misunderstood aspects of any SPAC transaction. In this clip, Michael Blankenship and Delon Turner discuss why valuation is not a fixed formula, but a negotiated outcome that must bala...

Welcome to another episode of SPAC Updates, a recurring series on the SPAC Podcast where we break down the latest activity shaping the SPAC market. In this episode, hosts Josh Wilson and Michael Blankenship discuss the curren...

Going public is one of the most important decisions a founder can make. But choosing the right path to the public markets is just as critical as the decision itself. In this interview, host Michael Blankenship sits down with ...

One of the biggest emerging sectors in SPAC markets today? Data centers. In this clip; Michael J. Blankenship and Delon Turner highlights how the rapid growth of AI and cloud infrastructure is reshaping capital markets. Inves...

What makes a company the ideal SPAC target today? According to venture investor Delon Turner , the answer is increasingly tied to technology. In this clip, Delon talks with host Michael J. Blankenship and explains that while ...

The SPAC market of 2026 looks very different than the SPAC boom of 2021. In this clip, Delon Turner explains how the market has evolved since the SPAC surge several years ago. During the peak cycle, there were more SPACs chas...

“I’m an ex-athlete who played 11 years in Europe and a former Wall Street banker. Today I run a venture capital firm investing across FinTech, AI, and software.” On this episode, Mike Blankenship sits down with SPAC leader an...

In this clip, Roland Austrup discusses research from an upcoming white paper comparing modern public operating conglomerates to private equity performance. Companies like Danaher, Constellation Software, Brookfield, Roper, an...

Roland explains why capital markets will play a critical role in supporting this next generation of transformative companies. He also discusses how SPACs can provide a more efficient pathway for high-growth businesses to acce...

Roland Austrup , Chief Growth Officer at Inventure Inc., joins The SPAC Podcast to discuss how SPACs have evolved into a more disciplined and efficient path for companies to access the public markets. Roland shares insights f...

Ranjeet Sundher explains why Tactical Resources selected the SPAC path to go public in the U.S. With MP Materials serving as a successful template for rare earth production via DESPAC, Tactical aims to become the second produ...

Ranjeet Sundher explains how vertical integration in West Texas reduces operational risk and strengthens domestic production. From direct leach processing onsite to producing mixed hydroxides in Texas, this strategy aims to k...

Rare earths aren’t abstract commodities. They power daily life and national defense. In this clip, Ranjeet Sundher explains how rare earth magnets sit behind nearly every electronic device from smartphones and laptops to AI c...

In this clip, Ranjeet Sundher explains why Tactical Resources’ hard rock, direct-leach mineralization is such a rare technical advantage. By bypassing multiple expensive and environmentally intensive processing steps, the pro...

Ranjeet Sundher explains why uniform mineralization at the Peak Project is a major technical advantage. Processing facilities are engineered for specific grades and product types. When mineral grades vary widely across a site...

Ranjeet Sundher , CEO of Tactical Resources , explains what makes the Peak Project fundamentally different from early-stage rare earth developments in the United States. Unlike projects that require a decade of exploration an...

Chris Sorrells shares the through-line connecting NuScale and Eagle Energy Metals. From his early exposure to nuclear markets in 1998 to helping build nuclear simulation platforms and supporting NuScale through licensing, Chr...

Why is feedstock the true bottleneck in the U.S. rare earth supply chain? In this clip, Kanishka Roy breaks down the “mine to magnet” ecosystem and explains why magnet manufacturing is expanding faster than rare earth product...

What made Tactical Resources different from other critical mineral opportunities? In this clip, Kanishka Roy explains why near-term execution, existing infrastructure, and 4 million tons of rare-earth-enriched tailings in Wes...

How do analysts determine if a SPAC deal price is fair? Ryan McGuire breaks down the valuation process, from income and market approaches to DCF models, explaining how fairness opinions assess whether shareholders receive app...

Chris Cottone breaks down the key differences between listing a SPAC on NASDAQ versus the NYSE. He explains why most SPAC IPOs historically land on NASDAQ, how exchange preferences can vary depending on sponsor relationships,...

Kanishka Roy explains why Plum believes now is the right time to back a rare earths company like Tactical Resources. He breaks down the massive global demand across tech-enabled industries, the geopolitical supply constraints...

Kanishka Roy , Chairman and CEO of Plum Acquisition Corp . IV, joins The SPAC Podcast to share his background as an operator, investment banker, and investor. He walks through the evolution of the Plum platform, now on its fo...

Chris Cottone breaks down realistic IPO timelines based on current market conditions. He explains how IPOs can move as fast as three months in low-comment environments, why four months is now the typical expectation, and what...