The Next Big Market Shift in SPAC Targets

The Next Big Market Shift in SPAC Targets

Author: Joshua Wilson March 12, 2026 Duration: 1:48
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. Investors are increasingly evaluating opportunities based on future potential rather than current revenue. Data center infrastructure is one example where land and location alone can create massive value because of growing demand from AI and cloud computing. The capital ma...

Tune into The SPAC Podcast: Special Purpose Acquisition Company for a clear-eyed look at one of finance's most talked-about vehicles. Hosts Michael Blankenship, a capital markets attorney and partner at Winston & Strawn LLP, and Joshua Wilson, an executive producer and capital markets advisor, steer these discussions with a practitioner's depth. They don't just report the news; they unpack the mechanics, the regulatory shifts, and the strategic plays behind each headline. You'll hear from the dealmakers, lawyers, and executives who are actively structuring these transactions, getting their unvarnished perspectives on what works, what doesn't, and what might be coming next. This podcast moves beyond the hype to examine the real-world implications of SPACs for investors, companies, and the broader market. It’s designed for anyone from seasoned professionals to curious observers who want to understand the nuances behind the acronym. Each episode feels like a detailed briefing, blending analysis with candid conversation to make a complex topic accessible. If you're navigating the SPAC landscape or simply trying to decipher its impact, this series provides the essential context you need.
Author: Language: en-us Episodes: 100

The SPAC Podcast: Special Purpose Acquisition Company
Podcast Episodes
Real-Time Reporting and Visibility for SPAC Sponsors [not-audio_url] [/not-audio_url]

Duration: 1:01
In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, highlights how technology and transparency are reshaping the SPAC transfer agent and trust process. She explains how Odyssey’s stat…
Why Global Companies Are Choosing U.S. Listings [not-audio_url] [/not-audio_url]

Duration: 1:28
In this episode of The SPAC Podcast, Adeel Rouf shares his perspective on U.S. vs. non-U.S. SPAC deal flow and why high-quality companies from Europe and Asia continue to choose NASDAQ and NYSE as their go-to listing des…
SPAC Guest Spotlight: Louis Camhi [not-audio_url] [/not-audio_url]

Duration: 1:03
In this episode of The SPAC Podcast, Louis Camhi, Chief Investment Officer of RLH Capital, shares his journey from Wall Street to launching his own SPAC-focused fund. He reflects on his early career at Credit Suisse in M…
Why Boards Need a Broker Who Does More Than Just Place Insurance [not-audio_url] [/not-audio_url]

Duration: 1:28
In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, outlines the critical role brokers play in guiding boards through the D&O insurance process before, during, and…
How the Investor Base for De-SPACs Is Evolving [not-audio_url] [/not-audio_url]

Duration: 1:26
In this episode of The SPAC Podcast, James shares how the investor base for de-SPACs has shifted and why sponsors must focus on attracting long-term, fundamental investors. James explains that while redemption risk is al…
Why Regulation by Enforcement Hurts Transparency [not-audio_url] [/not-audio_url]

Duration: 1:10
In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), critiques the SEC’s use of regulation by enforcement, particularly in the SPAC co…
SPAC Sponsors Explained [not-audio_url] [/not-audio_url]

Duration: 1:59
In this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, explains what separates strong SPAC sponsors from passive ones. He shares why the best sponsors bring more than just c…
Risk-Reward Equation for Serial SPAC Sponsors [not-audio_url] [/not-audio_url]

Duration: 2:25
In this episode of The SPAC Podcast, Adeel Rouf breaks down the real risk-reward tradeoff that comes with being a serial SPAC sponsor. Drawing on deep experience leading multiple SPACs, Adeel outlines the critical respon…
What Could Spark a SPAC Comeback in 2025 [not-audio_url] [/not-audio_url]

Duration: 2:16
In this episode of The SPAC Podcast, Louis Camhi lays out a candid and nuanced outlook for the SPAC market heading into 2025 and beyond. He explains that while SPACs are simply another tool in the capital markets toolbox…

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