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Episodes

After 130 SPACs and 140 DESPACs Here's What I've Learned with Brandon Sun
April 21, 2026

After 130 SPACs and 140 DESPACs Here's What I've Learned with Brandon…

After 130 SPAC IPOs and 140 de-SPACs — the most of any banker he knows of — Brandon Sun shares what 13 years at the center of the blank check market actually teaches you. In this episode, Michael Blankenship sits down with Br...

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The Due Diligence Step Most First-Time SPAC Sponsors Get Wrong — James Tunkey
April 14, 2026

The Due Diligence Step Most First-Time SPAC Sponsors Get Wrong — Jame…

Most first-time SPAC sponsors underestimate what a background check actually uncovers — and what it costs them when something surfaces after the S-1 is filed. James Tunkey is a background check and fraud investigation special...

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Family Office vs Hedge Fund Money: What SPAC Sponsors Need to Know — Steve Kann
April 8, 2026

Family Office vs Hedge Fund Money: What SPAC Sponsors Need to Know — …

Not all PIPE capital is created equal — and the wrong money can destroy a de-SPAC before it ever has a chance to perform. Steve Kann has spent 30 years in small cap investment banking — founding companies, running funds, and ...

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What SPAC Investors Are Actually Looking for Right Now — Christine McNerney
March 30, 2026

What SPAC Investors Are Actually Looking for Right Now — Christine Mc…

Every SPAC sponsor thinks their pitch stands out. Christine McNerney has seen them all — and most don't. Christine McNerney, Associate Portfolio Manager at Periscope Capital, has been with the firm since 2012 and focused on S...

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What Most Sponsors Get Wrong Before They Ever Find a Target — Bob Brown & Ari Brown
March 23, 2026

What Most Sponsors Get Wrong Before They Ever Find a Target — Bob Bro…

ClearThink Capital structured their SPAC IPO with closing fees under $2 million — at a time when most sponsors are paying $10 to $15 million. Bob Brown helped write the SEC rules that govern SPACs back in 1991. Here's what he...

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SPAC Valuation: Why Getting It “Right” Is More Art Than Formula
March 18, 2026

SPAC Valuation: Why Getting It “Right” Is More Art Than Formula

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...

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SPAC Updates: Market Activity, Target Supply, and Investor Leverage in 2026
March 16, 2026

SPAC Updates: Market Activity, Target Supply, and Investor Leverage i…

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...

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Why Founders Should Consider a SPAC Instead of a Traditional IPO | Peter Wright
March 12, 2026

Why Founders Should Consider a SPAC Instead of a Traditional IPO | Pe…

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 ...

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The Next Big Market Shift in SPAC Targets
March 12, 2026

The Next Big Market Shift in SPAC Targets

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...

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What Is the Ideal SPAC Target?
March 11, 2026

What Is the Ideal SPAC Target?

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 ...

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The SPAC Market Today vs 2021
March 10, 2026

The SPAC Market Today vs 2021

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...

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Guest Spotlight: Delon Turner
March 9, 2026

Guest Spotlight: Delon Turner

“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...

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Why Public Conglomerates Are Outperforming Private Equity
March 6, 2026

Why Public Conglomerates Are Outperforming Private Equity

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...

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Roland Shares Why Public Markets Must Keep Up.
March 5, 2026

Roland Shares Why Public Markets Must Keep Up.

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...

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SPAC 2.0: Why the Next Wave of Public Companies Will Be Built Through SPACs
March 4, 2026

SPAC 2.0: Why the Next Wave of Public Companies Will Be Built Through…

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...

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Why choose a SPAC over a traditional IPO?
March 3, 2026

Why choose a SPAC over a traditional IPO?

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...

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Why Vertical Integration in West Texas Is a Strategic Advantage
March 2, 2026

Why Vertical Integration in West Texas Is a Strategic Advantage

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...

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Rare Earths: The Invisible Backbone of Technology and U.S. National Security
Feb. 25, 2026

Rare Earths: The Invisible Backbone of Technology and U.S. National S…

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...

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Why does being a direct leach rare earth project matter?
Feb. 24, 2026

Why does being a direct leach rare earth project matter?

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...

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Why Consistent Mineralization Is a Game Changer for Rare Earth Mining
Feb. 23, 2026

Why Consistent Mineralization Is a Game Changer for Rare Earth Mining

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...

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Guest Spotlight: Ranjeet Sundher
Feb. 20, 2026

Guest Spotlight: Ranjeet Sundher

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...

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Why Nuclear’s Supply Chain Is the Real Opportunity
Feb. 19, 2026

Why Nuclear’s Supply Chain Is the Real Opportunity

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...

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The Real Bottleneck in the U.S. Rare Earth Supply Chain
Feb. 18, 2026

The Real Bottleneck in the U.S. Rare Earth Supply Chain

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...

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Why Tactical Resources Stood Out in the Rare Earths Race
Feb. 17, 2026

Why Tactical Resources Stood Out in the Rare Earths Race

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...

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