Episodes

Former pro athlete and Wall Street banker Delon Turner on how sports shaped his investing, his venture firm's focus on fintech, AI, and software, and his plans to launch a SPAC.

Roland Austrup previews research comparing public operating conglomerates like Danaher and Berkshire Hathaway with private equity, and why public ownership can offer more flexibility.

Roland Austrup on why capital markets are critical to the next generation of transformative companies, and how SPACs can give high-growth businesses a more efficient path to public capital.

Inventure's Roland Austrup on SPAC 2.0: stronger regulation, better sponsors, and tighter timelines, and why the next wave of public companies may be built through SPACs.

Ranjeet Sundher on why Tactical Resources chose a SPAC with Plum to go public, using MP Materials as a template to become the second producing rare earth company in the US.

Ranjeet Sundher explains how vertical integration in West Texas, from onsite direct leach processing to mixed hydroxides, reduces risk and keeps critical mineral value in the US.

Ranjeet Sundher on why rare earth magnets sit behind nearly every device and defense system, and why domestic production matters with China supplying over 95% of the world's magnets.

Ranjeet Sundher explains why Tactical Resources' direct leach mineralization skips expensive processing steps, offering a faster, cleaner, and cheaper path to rare earth products.

Ranjeet Sundher on why the Peak Project's uniform mineralization means more predictable processing, lower operating costs, and a smoother scale-up to commercial production.

Tactical Resources CEO Ranjeet Sundher on what sets the Peak Project apart: materials on site, existing infrastructure, and a shift from exploration risk to commercial scale.

Chris Sorrells connects NuScale and Eagle Energy Metals, explaining why fuel and uranium supply are the next bottleneck as small modular reactors move toward commercialization.

Kanishka Roy explains why feedstock, not magnet manufacturing, is the real bottleneck in the US rare earth supply chain, and how Tactical Resources aims to address it.

Plum's Kanishka Roy on why Tactical Resources stood out in the rare earths race: near-term execution, existing infrastructure, and 4 million tons of enriched tailings in West Texas.

Ryan McGuire breaks down how analysts judge whether a SPAC deal price is fair, from income and market approaches to DCF models and fairness opinions.

Chris Cottone on the differences between listing a SPAC on Nasdaq versus the NYSE, and why Nasdaq has become more stringent during the DESPAC phase.

Kanishka Roy explains why Plum believes now is the time to back rare earths: surging global demand, China-driven supply constraints, and the value of near-term operations.

Plum Acquisition Corp. IV CEO Kanishka Roy shares his path as an operator, banker, and investor, and how Plum picks differentiated companies with strong execution moats.

Chris Cottone on realistic IPO timelines today: as fast as three months in light-comment environments, four months typical, and what can stretch it to six or seven.

Ryan McGuire explains why fairness opinions are essential in DESPAC transactions, protecting shareholders and aligning the interests of sponsors and investors.

VStock Transfer chairman Seth Farbman on how SPAC deals have evolved, from deal size and sponsor dynamics to the auditors, custodians, and transfer agents now involved.

Mike Blankenship launches the SPAC Updates series with a look at SPAC 2.0 structures, sponsor economics, PIPE dynamics, redemptions, and the sectors driving 2026 deals.

Chris Cottone on how SPAC sponsors should choose legal counsel and underwriters, why fees should never come first, and how the wrong picks lead to delays or failed deals.

Andrejka Bernatova on how the SPAC model has matured, the misconceptions that persist, and why it only works for companies truly ready to be public in high-growth sectors.

Chris Cottone on SPAC board composition, from Nasdaq independence requirements to the financial, legal, and M&A experience a lean, balanced board needs.