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Market analysis and commentary focused on the SPAC market you can only get here.
Episodes

10 hours ago
10 hours ago
28 min
This week, we speak with Dr. José Rosas-Bustos, CEO of EigenQ, and Dan Nash, CEO and Chairman of Silicon Valley Acquisition Corp. The two announced a $2.93 billion business combination in June.
As quantum computers advance the speed and complexity of computing, cybersecurity counter-measures will need to keep up. EigenQ is developing defensive quantum server hardware to do just that.
Jose explains how EigenQ has positioned itself to take advantage of the acute short-term need to protect sensitive server infrastructure from potential quantum-powered hacking threats and how it has integrated its products with strategic partners to accelerate deployments.
Dan gets into why EigenQ has the potential for a unique financial trajectory in the quantum technology space, and how it stacks up against a comps universe that is increasingly populated by high-performing de-SPACs.

Sep 3, 2026
Sep 3, 2026
26 min
This week, we speak with Gianfranco Imperato, CEO of Trasteel, and Jamie Karson, Vice Chairman of Sizzle Acquisition Corp. II (NASDAQ:SZZL). The two announced a $1.3 billion business combination in April.
It has been an interesting year for steel as it has been the target of trade restrictions and supply chain snares. In the center of that all has been steel producing and trading platform Trasteel.
Gianfranco explains how the company has been an active consolidator in the industry that has managed to avoid certain operational risks despite an ever-changing steel pricing situation. He also gets into how the company has been able to leverage its global platform to be opportunistic when trade disruptions shake up the market.
Jamie tells us why Sizzle II admired Trasteel’s financial discipline and why it sees the company’s business as being upstream of some of the world’s biggest investment trends of the moment.

Sep 1, 2026
Sep 1, 2026
45 min
For our first-ever video podcast episode, we headed to the floor of the New York Stock Exchange to speak with Allyson Satin, COO of the Ares SPACs, and Paul Wood, Co-Head of SPAC Investment Banking at BTIG..
2026 has already been a breakout year for SPAC issuance, and deals are moving through the pipeline faster than they have in years. We discuss what's driving the rebound, why sponsor quality is rising to the top, and how SPACs are competing with a strong traditional IPO market.
Plus, we look ahead to the fall and Q4 for any positive or negative catalysts that could affect the SPAC market.
Give it a listen.

Sep 1, 2026
Sep 1, 2026
45 min
This week, we speak with Allyson Satin, COO of the Ares SPACs, and Paul Wood, Co-Head of SPAC Investment Banking at BTIG.
2026 has already been a breakout year for SPAC issuance, and deals are moving through the pipeline faster than they have in years. We discuss what's driving the rebound, why sponsor quality is rising to the top, and how SPACs are competing with a strong traditional IPO market.
Plus, we look ahead to the fall and Q4 for any positive or negative catalysts that could affect the SPAC market.
Give it a listen.

Aug 26, 2026
Aug 26, 2026
27 min
This week, we speak with Tod Higinbotham, CEO of battery maker ZincFive and Jim Rhee, Chairman and CEO of Spark I Acquisition Corp. (NASDAQ:SPKL). The two announced a $752 million combination in June.
Lithium-ion batteries have dominated much of the conversation in cutting-edge technology. But, what if there was a battery chemistry based on more available materials that were more recyclable and that were an even better fit for certain data center energy needs?
Tod explains how ZincFive’s nickel and zinc-based battery chemistry is uniquely suited to providing high-density backup power to data centers, and how this SPAC transaction will help it meet the ballooning demand for its products.

Jul 29, 2026
Jul 29, 2026
25 min
This week, we speak with Paul Lichty, Co-Founder and CEO of Forge Nano.
He explains how Forge Nano’s atomic layer deposition approach can build better batteries and semiconductors while maximizing the rarest materials these require. And, how its manufacturing plans and growing sales pipeline led the company into a $1.3 billion business combination with Archimedes Tech SPAC Partners II Co. (NASDAQ:ATII).
Investment has poured into the companies making the chips and batteries needed for cutting age technology to work. Now, a company that has pioneered a new way of building those key components at the atomic level, is going public, via a SPAC.

Jul 16, 2026
Jul 16, 2026
1 hr 2 sec
This week, on a SPACInsider Podcast Replay, we revisit a September 2024 discussion from the beginning of the current SPAC cycle.
SPACInsider founder Kristi Marvin was joined by Ed Kovary, Head of SPAC Capital Markets at BTIG, Nick Skibo, Managing Partner at Gritstone Asset Management, and Dimitre Genov, Managing Director at Brookline Capital Markets. Together, the panel brought perspectives from the banking, investing and advisory sides of SPAC transactions.
They discussed the resurgence of anchor investors, how market participants were adapting as the previous cycle wound down, and the early signs that a broader reset was taking shape.
Looking back nearly two years later, which of their predictions came to fruition, and how clearly could they see the next SPAC cycle beginning?

Jun 17, 2026
Jun 17, 2026
31 min
This week, we speak with Dr. Wasiq Bokhari, CEO of quantum computing firm Pasqal, to discuss its $1.98 billion combination with Bleichroeder Acquisition Corp. II (NASDAQ:BBCQ).
Quantum computers are plugged in and doing real commercial work, but, how can you get them to collaborate with CPUs and GPUs on a single problem? Pasqal believes it may have the answer.
Wasiq explains how the company has worked to build a full-stack approach to commercializing quantum solutions and where it has already demonstrated quantum advantage.
He also gets into how it is developing software to make engaging with quantum computers easier, and how it can break down problems into the parts that quantum computers, CPUs and GPUs are each best poised to solve the fastest.

Jun 11, 2026
Jun 11, 2026
26 min
This week, we speak with IQM CEO and Co-Founder Jan Goetz, and Peter Ort, CEO and Co-Chairman of Real Asset Acquisition Corp. (NASDAQ:RAAQ) about their $1.7 billion dollar combination, announced in February.
As more quantum computing companies go public via SPACs, the industry is going global.
Jan explains why IQM has based its own business model on selling quantum computing hardware and why he believes this enhances the company’s pipeline over time.
Peter lays out the Real Asset’s team long engagement in the quantum computing space and why it chose IQM as the next big play in this emerging technology.

May 21, 2026
May 21, 2026
28 min
This week, we speak with Carlos Domingo, Founder and CEO of Securitize. Securitize is working to close a business combination with Cantor Equity Partners II (NASDAQ:CEPT).
As the use of stablecoins spreads, the opportunity to create digital tokens of other assets is spreading as well. For public investors, there will soon also be an opportunity to invest in one of the companies making that process happen.
Carlos discusses how Securitize has driven key partnerships with financial institutions into a profitable position within the tokenization space, and why Cantor Equity Partners II’s structure was a major factor why Securitize chose it as the company's route to the public markets.
Give it a listen.
