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Market analysis and commentary focused on the SPAC market you can only get here.
Episodes
Monday Aug 11, 2025
Monday Aug 11, 2025
An in-depth discussion with Sebastian Bea, President & Head of Investments at ReserveOne, and Vik Mittal, Managing Member at Meteora Capital Partners
If there has been one hot summer trend among SPACs, it has been the crypto treasury business combination.
To help better understand this new genre of SPAC deal, we sat down with Sebastian Bea, President and Head of Investments at ReserveOne, which announced a $1 billion combination with M3-Brigade Acquisition V Corp (Nasdaq: MBAV) last month.
We're also joined by Vik Mittal, Managing Member at Meteora Capital Partners. They discuss why this particular play has come to the forefront of the market now and how the market has reacted as more and more entries of this deal type have been announced.
Sebastian also explains how ReserveOne plans to generate returns greater than the value of its underlying assets and are earmarking a portion of its portfolio for private investments.
How will ReserveOne and other companies of this type continue to differentiate themselves as their cohort grows? And what happens if the US government changes its attitude on crypto once again?
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IMPORTANT DISCLOSURES: This podcast is for informational purposes only and does not constitute investment advice, a recommendation to buy or sell securities, or a solicitation of any kind. The views and opinions expressed by the guests are their own and do not necessarily reflect the views of their respective firms or affiliates.
Past performance discussed is not indicative of future results. All investments involve risk, including potential loss of principal. Any performance figures mentioned have not been independently verified and may not reflect actual client experiences or net returns after fees and expenses.
The guests may have financial interests in companies, securities, or investment strategies discussed. Sebastian Pedro Bea is associated with the M3-Brigade V/ReserveOne transaction mentioned in this discussion. Vik Mittal serves as Managing Member of Meteora Capital, LLC and principal of numerous SPACs. These relationships may create conflicts of interest.
Nothing in this podcast should be construed as personalized investment advice. Listeners should consult with qualified financial professionals before making investment decisions. Market predictions and forward-looking statements are speculative and subject to significant uncertainty.
Wednesday Aug 06, 2025
Wednesday Aug 06, 2025
What many of the biggest trends in emerging technology today have in common is that they require significantly more electricity and reliable means of receiving it efficiently.
This week, we speak with Simon Irish, CEO of nuclear plant developer Terrestrial Energy, and Shawn Matthews, CEO and Chairman of HCM II Acquisition Corp. (NASDAQ:HOND). The two announced a $1.3 billion combination in March.
Terrestrial Energy is developing designs for small modular nuclear reactors that produce heat for industrial clients along with power. Simon explains why he believes this approach is tailor-made for the demands of the times and how he sees the technology scaling.
Shawn discusses how the public markets have picked up enthusiasm for nuclear power lately and how this helped informed his evaluation of the opportunity with Terrestrial Energy.
Wednesday Jul 23, 2025
Wednesday Jul 23, 2025
Harry You, Brandon Sun, and Vik Mittal break down the SPAC landscape
On this special edition of the SPACInsider Podcast, we bring together a panel of SPAC veterans to explore the state of the market from the perspectives of sponsors, investors, and underwriters.
Joining us are serial SPAC sponsor Harry You, Brandon Sun, Head of SPAC Investment Banking at Cohen & Company, and Vik Mittal, Managing Director at Meteora Capital.
Together, they unpack how the complexion of the 2025 SPAC market is shifting and which strategies are rising to the top. How have crypto-focused deals reshaped the landscape, and how many more iterations of that playbook can succeed?
We also get into how macro headwinds and tailwinds affect the traditional IPO window and SPAC deal flow, and whether activity is poised to accelerate in the second half of the year.
It’s a wide-ranging, mid-year pulse check-in on SPACs.
Give it a listen.
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Monday Jul 14, 2025
Monday Jul 14, 2025
This week, we speak with Kyivstar CEO Oleksandr Komarov about the company’s $2.2 billion dollar combination with Cohen Circle Acquisition Corp. I (NASDAQ:CCIR).
Few companies have been had to forge themselves in the flames recently quite like Ukraine’s leading telecom and digital services provider Kyivstar. Now, Kyivstar is not only telling that story but pitching it to public market investors.
Oleksandr explains how the company has maintained high EBITDA margins despite the many disruptions unleashed by Russia’s ongoing invasion of Ukraine.
He gets into why he decided now was the right time to make Kyivstar the first pureplay Ukraine stock to be listed in the US, and how its listing would give investors a chance to participate in the company’s industry consolidation plans as well as the eventual reconstruction of Ukraine.
Thursday Jul 10, 2025
Thursday Jul 10, 2025
After years of investment and excitement, the dawn of self-driving cars and trucks is now here. The question now is which business model among autonomous driving technology companies will win out?
This week, we speak with David Liu, CEO of autonomous trucking company Plus. Plus announced a $1.3 billion combination with Churchill Capital Corp. IX (NASDAQ:CCIX) last month.
David explains how both Plus’ strategy and the autonomous driving landscape have changed since the company last considered a SPAC listing and why the company is betting on a software-first approach - partnering with truck manufacturers rather than building hardware in-house. He also breaks down how this model could position Plus for better scalability and higher margins in the years ahead.
Wednesday Jun 25, 2025
Wednesday Jun 25, 2025
CEO Marc Nemati and Colombier II’s Omeed Malik break down the deal, timing, and the strategy.
Despite its moniker as the “the everything store” you can’t buy everything on Amazon, and firearms are one of those things. But, GrabAGun has spent years building a platform for regulated online firearms purchases, and soon, consumers will be able to buy GrabAGun stock as well.
This week, we speak with Marc Nemati, CEO of GrabAGun and Omeed Malik, CEO and Chairman of Colombier Acquisition Corp. II (NYSE:CLBR). The two announced a $197 million dollar combination in January of this year that is now nearing close.
Marc explains why GrabAGun’s platform and the inroads it has already made with Gen Z consumers would be difficult to replicate. And, why a public listing presents a unique opportunity in the traditionally fragmented and illiquid space.
Omeed lays out how the market has already reacted to the transaction as well as others that share a similar investment thesis, and how Colombier II has built its strategy around the enthusiasm the parties are already seeing.
Note: Subsequent to this interview, the Registration Statement on Form S-4 filed by GrabAGun Digital Holdings Inc. was declared effective. Trading using the PEW ticker is anticipated to occur as soon as practicable following the July 15, 2025 shareholders' meeting.
Friday May 23, 2025
Friday May 23, 2025
On this week’s SPACInsider REPLAY, we revisit a 2022 conversation with Harry Sloan of the Eagle SPACs.
At the time, Harry had already completed seven SPACs and was closing in on his eighth. As markets cooled and the SPAC boom waned, Harry offered a prescient take on where the market was headed—and what a “post-boom” SPAC cycle might look like.
Two years later, his words still resonate. Tune in for a thoughtful look back at a key inflection point in SPAC history.
Wednesday May 07, 2025
Wednesday May 07, 2025
Tariffs, Trade Routes, and Tech: Freightos’ View from the Cargo Frontlines
2025 is shaping up to be a wild year for global trade, and few companies have a vantage point on the impacts of every-changing tariff policy quite like digital cargo-booking platform Freightos (NASDAQ:CRGO).
This week, we catch up with Freightos CEO Zvi Schreiber. He shares how the shifting trade flows are showing up in Freightos’ numbers, and how companies are adjusting to meet the new challenges.
Zvi also discusses why the shipping industry has long resisted digitization and how Freightos has made headway since closing its combination with Gesher I in January 2023.
Wednesday Apr 30, 2025
Wednesday Apr 30, 2025
This week, we sit down with Rick Hendrix and Adam Fishman from the Live Oak SPAC team.
Rick Hendrix is the Founder of Live Oak Merchant Partners, and Chairman and CEO of Live Oak Acquisition Corp. V (NASDAQ:LOKV). In addition, he is an operating executive at Crestview Partners, a New York-based middle market focused private equity firm.
Adam Fishman is a Managing Partner at Live Oak Merchant and President and CFO of Live Oak V. Adam joined Live Oak right before Live Oak II was launched and has been an executive on each of the SPACs since.
Together they discuss how the SPAC climate has changed and how they choose to position their team relative to the broader market. Where are the big opportunities now, and what are some of the transaction terms and structures they would and would not consider?
Give it a listen
Thursday Apr 17, 2025
Thursday Apr 17, 2025
This week, we return to another episode from 2021, when we spoke with Will Marshall, Co-founder and CEO of Planet Labs(NYSE:PL). Planet provides data services drawn from its fleet of about 200 satellites that generate a complete image of the earth's surface every day.
It just celebrated its first quarter of EBITDA profitability, but at the time, it was still working to close its combination with dMY Technology Group IV. Niccolo de Masi, who at the time steered dMY IV, also joined to explain the investment case for Planet and the private space industry more broadly.
Many of those space ventures that combined with SPACs are now booming despite equity market headwinds. But, what did the pathway to the stars look like four years ago, and what challenges remain?