Best Dcf Podcasts (2025)

1
DCF or Market Approach, Which One Wins? 0:39

Play Pause

10d ago0:39

0:39

DCF or Market Approach? Ryan McGuire explains how analysts decide which valuation method carries more weight in SPAC transactions and when financial forecasts can (or can’t) be trusted. Guest: Ryan McGuire: https://www.linkedin.com/in/ryanquinnmaguire/ Let’s Connect on LinkedIn: 👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship…

1
When Should Should You Engage with a Transfer Agent 0:51

3d ago0:51

0:51

In this episode of The SPAC Podcast, transfer agent veteran Seth Farbman explains when founders, CFOs, and pre-IPO companies should engage a transfer agent. Whether you're considering a traditional IPO or a SPAC transaction, knowing when to bring in a partner like VStock can help you avoid costly mistakes, streamline your shareholder recordkeeping,…

1
SPACs and Post-Merger Pitfalls 1:06

6d ago1:06

1:06

How can SPACs evolve to better serve investors and ensure long-term success after the merger? In this episode of The SPAC Podcast, co-hosts Michael Blankenship and Joshua Wilson are joined by Dr. Daniele D’Alvia, Lecturer in Banking and Finance Law at Queen Mary University of London and Deputy Director of the Institute of Banking and Finance Law. D…

1
Small Cap Sentiment and SPAC Outcomes 1:54

7d ago1:54

1:54

In this SPAC Podcast Spotlight, Managing Director Dimitre Genov of Brookline Capital Markets explains how small- and mid-cap equity markets directly affect SPAC redemptions and aftermarket performance. He highlights how “risk-on” market conditions can lower redemptions, while volatility and rising interest rates often drive investors to redeem shar…

1
Blueprints of Justice: Two Mothers, Two Battles, One Broken System 31:56

13d ago31:56

31:56

Welcome to The Stand With Meg Show — Defending Parents’ Rights. Protecting Children. Giving a Voice to the Voiceless. Today’s episode is a masterclass in grit, grief, and the guts it takes to face down the family court system. We unpack two seismic legal battles: the decades-long civil rights case of Deanna Fogerty and her daughter Presley Hardwick…

1
Why Energy and Decarbonization Remain Spring Valley’s Focus 2:26

13d ago2:26

2:26

Chris Sorrells shares why Spring Valley remains committed to the energy and decarbonization sectors. From AI infrastructure to power security, he discusses how global shifts are reshaping the energy landscape and where the next opportunities lie. Guest: Chris Sorrells – Chairman and CEO of Spring Valley Connect with Chris: https://www.linkedin.com/…

1
The Future of Nuclear Power and SMRs 2:41

15d ago2:41

2:41

From taking NuScale Power public to launching Eagle Energy Metals, Chris Sorrells explains how nuclear energy and SMRs (small modular reactors) are reshaping the energy sector. He connects decades of experience to the growing nuclear and uranium opportunity. Guest: Chris Sorrells – Chairman and CEO of Spring Valley Connect with Chris: https://www.l…

1
The Next Phase of the SPAC Market 2:31

15d ago2:31

2:31

What’s next for the SPAC market? Chris Sorrells predicts a period of rationalization, cleaner vehicles, and more experienced sponsors. He also shares why greater skin in the game could drive healthier deals and investor trust. Guest: Chris Sorrells – Chairman and CEO of Spring Valley Connect with Chris: https://www.linkedin.com/in/chris-sorrells-5a…

1
What Transfer Agents Must Get Right in SPAC Deals 1:04

17d ago1:04

1:04

In this episode of The SPAC Podcast, Seth Farbman shares a cautionary tale that underscores the importance of responsive and modern transfer agents in the SPAC ecosystem. Drawing from personal experience, Seth recounts a scenario where outdated communication practices—from requiring physical mail to issuing inaccurate shareholder statements—resulte…

1
SPACs Flexibility vs Traditional IPOs 1:55

18d ago1:55

1:55

In this SPAC Podcast Spotlight, Managing Director Dimitre Genov of Brookline Capital Markets explains why SPACs provide a level of flexibility that traditional IPOs often lack. He shares how SPACs allow sponsors and companies to agree upfront on valuation, customize capital structures, and incorporate earnouts or contingent payouts to align interes…

1
Fighting for Fairness: The 3-Day Deadline Debate in Federal Court 27:24

19d ago27:24

27:24

On this episode of The Stand With Meg Show, I pull back the curtain on the federal case Meghann R. Miller v. Kansas DCF — and the procedural battle threatening to silence a mother’s fight for justice. You’ll hear two powerful segments: The Deep Dive — A clear, factual unpacking of the arguments I filed in federal court, including allegations of due…

1
What’s the Difference Between U.S. and European SPACs? 0:45

21d ago0:45

0:45

In this episode of The SPAC Podcast, Michael Blankenship asks legal scholar Daniele D’Alvia a provocative question: are European SPACs more trustworthy than those in the U.S.? Daniele explains that the answer isn’t found in geography but in governance. While U.S. markets are often at the forefront of financial innovation and carry a higher risk app…

1
Where the Next Big Opportunities Lie in SPACs 2:30

22d ago2:30

2:30

Looking ahead, Chris Sorrells shares his “crystal ball” on where Spring Valley and the SPAC market are headed. From nuclear and AI to rare earths and defense tech, he outlines where the next generation of SPAC opportunities will emerge. Guest: Chris Sorrells – Chairman and CEO of Spring Valley Connect with Chris: https://www.linkedin.com/in/chris-s…

1
Reshoring, Minerals, and Energy Security 2:32

24d ago2:32

2:32

Chris Sorrells discusses how reshoring, critical minerals, and energy security are shaping U.S. investment trends. He shares how investor sentiment is aligning around domestic production, rare earths, and defense resilience. Guest: Chris Sorrells – Chairman and CEO of Spring Valley Connect with Chris: https://www.linkedin.com/in/chris-sorrells-5a6a…

1
Complexities of International SPAC Transactions 1:01

25d ago1:01

1:01

In this episode of The SPAC Podcast, we sit down with Seth Farbman, Chairman of Vstock Transfer, to explore the evolving landscape of international SPAC activity. Seth shares real-world observations from regions like Singapore, Japan, and Israel, offering insight into how global interest is reshaping the role of U.S.-based service providers. From l…

1
Chronological Gospels #4: Mary visits Elizabeth (Luke 1:39-56) 45:25

25d ago45:25

45:25

1
How Has the SPAC Investor Base Changed 1:57

1M ago1:57

1:57

In this SPAC Podcast Spotlight, Managing Director Dimitre Genov of Brookline Capital Markets explains how the SPAC investor base has evolved over the last five years. While event-driven and arbitrage-focused funds remain core participants, other groups now approach SPACs as yield-oriented products or equity opportunities through warrants and rights…

1
Red Flags in SPAC Valuations 0:43

1M ago0:43

0:43

What signals should investors watch for in SPAC valuations? Ryan McGuire highlights the key red flags, from difficulty attracting PIPE investors to high redemption rates, that can point to declining sentiment or questionable deal terms. Guest: Ryan McGuire: https://www.linkedin.com/in/ryanquinnmaguire/ Watch more episodes at: YouTube.com/@UCiOCVRrR…

1
Chronological Gospels #3: "Annunciation of the Birth of Jesus" (Luke 1:26-38) 51:11

1M ago51:11

51:11

1
Avoiding Costly Mistakes in SPAC Deals 1:31

1M ago1:31

1:31

In this episode of The SPAC Podcast, Mohammad Hasham, Partner and West Region Leader for Capital Markets & IPO at CohnReznick, shares best practices for sponsors and management teams considering a SPAC transaction. He emphasizes the importance of engaging experienced advisors early in the process, rather than waiting until issues arise during audit…

1
SPAC Cycles Explained 1:51

1M ago1:51

1:51

In this SPAC Podcast Spotlight, Managing Director Dimitre Genov of Brookline Capital Markets breaks down the rise, fall, and correction of the SPAC market. He explains how SPACs were once primarily used for special situations, but during the 2021 boom became a go-to path for late-stage private companies, especially in tech, EV, and biotech. Dimitre…

1
How Cayman Counsel Supports SPAC Filings 1:50

1M ago1:50

1:50

In this episode of The SPAC Podcast, co-hosts Michael Blankenship and Joshua Wilson are joined by Alexandra Low, Counsel at Appleby Global in the Cayman Islands. Alexandra leads the SPAC team at her firm and brings a wealth of experience from both Canadian and offshore legal markets. She walks us through the critical role Cayman legal counsel plays…

1
Women in Capital Markets 0:58

1M ago0:58

0:58

In this episode of The SPAC Podcast, Candice Beaumont, Chief Investment Officer of L Investments, shares her advice for women pursuing leadership roles in finance and investment. She emphasizes the importance of confidence, assembling strong teams, and recognizing that women are excelling in today’s financial landscape just as much — and sometimes …

1
Chronological Gospels #2: The Birth of John the Baptist Foretold (Luke 1:5–25) 47:43

1M ago47:43

47:43

1
Dismantling Corruption: Dr. Teri Ann’s Fight for Families, Freedom, and Arizona 54:35

1M ago54:35

54:35

What happens when the system takes everything — your business, your voice, your rights — and refuses to give you due process? You fight back. On this episode of The Stand With Meg Show, I sit down with Dr. Teri Ann, a mother, mental health advocate, and now grassroots gubernatorial hopeful from Arizona. After building a behavioral health practice s…

1
How He Evaluates and Structures SPAC Deals 2:31

1M ago2:31

2:31

Chris Sorrells explains his disciplined approach to evaluating and structuring SPAC transactions. From prioritizing unique assets to ensuring two years of cash at close, Chris outlines what separates lasting companies from overhyped deals. Guest: Chris Sorrells – Chairman and CEO of Spring Valley Connect with Chris: https://www.linkedin.com/in/chri…

1
SPAC Target Selection: Sectors, Suitability, and Pitfalls 2:23

1M ago2:23

2:23

In this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, discusses what types of companies are best suited for going public through a SPAC merger. He explains why fundamentally strong businesses with good products, growth potential, and solid operating margins make attractive public companies. Patrick al…

1
Chronological Gospels #1: God the Word (Luke 1:1-4, John 1:1-14) 55:46

2M ago55:46

55:46

1
New SPAC Rules Help or Hinder Market Access? 1:16

2M ago1:16

1:16

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), discusses the SEC’s new SPAC rules and their impact on investor access. Nick argues that while the rules were framed as investor protection, in practice they reflect what he calls a “protection through prohibiti…

1
Why D&O Insurance Premiums Have Dropped Since 2021 1:10

2M ago1:10

1:10

In this episode of The SPAC Podcast, Machua Millett, Chief Innovation Officer at Lockton Companies, explains how the Directors & Officers (D&O) insurance landscape for SPACs and de-SPACs has evolved since the 2021 boom. Following a surge in SPAC IPOs, deal volume, and resulting litigation, insurance premiums spiked sharply in 2021. At their peak, S…

1
How New SEC Rules Could Impact SPAC Sponsors 1:04

2M ago1:04

1:04

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), explains how the SEC’s 2024 SPAC rules may affect small sponsors and entrepreneurs navigating the regulatory landscape. Nick emphasizes that while current SEC leadership may not pursue as many aggressive enforce…

1
3 Biggest Misconceptions About D&O Insurance 1:33

2M ago1:33

1:33

In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, addresses the most common misconceptions SPAC sponsors and board members have when it comes to Directors & Officers (D&O) insurance. Machua dispels the myth that “insurance never pays,” emphasizing that properly structured policies often do.…

1
How ICAN May Challenge SEC’s Final SPAC Rules 1:05

2M ago1:05

1:05

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), outlines potential legal and advocacy strategies ICAN may pursue in response to the SEC’s new SPAC rules. Nick points to one central question: Does the SEC even have statutory authority to change PSLRA liability…

1
Five Marks of a Godly Man 1:08:51

2M ago1:08:51

1:08:51

1
Post-Merger Services Every SPAC Team Should Plan For 1:09

2M ago1:09

1:09

In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why SPAC sponsors can’t afford to overlook what happens after the deal closes. While many focus heavily on the IPO and deal mechanics, Caitlyn emphasizes that post-merger shareholder recordkeeping and corporate actions are where the real operational li…

1
SPACs. Are They Really Back? 1:30

2M ago1:30

1:30

In this episode of The SPAC Podcast, Louis Camhi offers a nuanced take on the state of the SPAC market and why it’s still too early to say, “SPACs are back.” Rather than chasing headlines, Louis explains that SPACs are best understood as cyclical tools within the capital markets, just like IPOs, M&A, or direct listings. He highlights that the IPO m…

1
“DeSPAC-age” Insurance Model and Closing Coverage Gaps 1:59

2M ago1:59

1:59

In this episode of The SPAC Podcast, Machua “Motsch” Millett breaks down how D&O insurance needs to evolve across a SPAC’s lifecycle, from IPO to de-SPAC and beyond. He explains how SPACs have historically managed risk by purchasing standalone policies at each stage and why that approach often creates gaps in coverage and increased cost. Machua int…

1
How New SEC Rules Could Shape Future Litigation 0:55

2M ago0:55

0:55

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), explains how the SEC’s new SPAC rules may influence litigation risk for sponsors and targets. Drawing on his experience as an SEC trial counsel, Nick notes that while today’s SEC may be less aggressive than unde…

1
Why the Transfer Agent Market Is Finally Changing 1:18

2M ago1:18

1:18

In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why the transfer agent and trust industry is undergoing a long-overdue transformation and why SPACs have been a major catalyst. For nearly a decade, one incumbent controlled 99% of the market. SPACs were considered “too risky,” and innovation stalled. …

1
Christianese: Salt and Light 51:16

2M ago51:16

51:16

1
Forecasts SPAC Market Trends for 2025–2026 1:39

2M ago1:39

1:39

In this episode of The SPAC Podcast, Adeel Rouf shares his forward-looking perspective on the SPAC market heading into late 2025 and 2026. With traditional IPO windows largely shut for mid-market companies, Adeel explains why SPACs are becoming increasingly relevant again, especially for private equity and family office-backed portfolio companies s…

1
What SPACs Must Prepare for in the Next 12–18 Months 1:56

2M ago1:56

1:56

In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, shares his outlook on D&O risk for SPACs and de-SPACs heading into 2025 and beyond. Drawing from decades of experience advising public and pre-public companies, Machua warns that we’ve seen this market cycle before: an uptick in activity, ri…

1
How Underwriters Evaluate Risk for SPAC and de-SPAC Coverage 1:35

2M ago1:35

1:35

In this episode of The SPAC Podcast, Machua “Motsch” Millett of Lockton Companies explains how underwriters assess risk when pricing D&O insurance policies for SPACs and their de-SPAC targets. The evaluation process is vastly different depending on where the SPAC is in its lifecycle and Machua walks through both sides of that underwriting equation.…

1
Why D&O Insurance Prices Have Dropped 60% Since 2021 2:07

2M ago2:07

2:07

In this episode of The SPAC Podcast, Chaz breaks down why D&O insurance pricing has plummeted nearly 60% over the past nine quarters and why the market looks so different today compared to the 2021 peak. He explains how a flood of new insurance carriers entered the market post-2021, doubling the number of firms writing public D&O insurance from ~32…

1
Why PIPEs Aren’t Dead, But Very Different Now 2:05

2M ago2:05

2:05

In this episode of The SPAC Podcast, James breaks down the evolving role of Private Investments in Public Equity (PIPEs) and why they remain an essential but more challenging, tool for SPAC deals today. James explains how PIPEs looked deceptively easy during the 2020 boom, when leaked deals pushed stocks to $20 and investors happily committed to $1…

1
Christianese: The Mind | The Heart | The Eyes 1:01:41

2M ago1:01:41

1:01:41

1
His Years of Experience with SPACs and SEC Investigations 0:55

2M ago0:55

0:55

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), reflects on his years of work in the SPAC space both with paying clients and in the context of SEC investigations. Nick shares that while ICAN has not yet taken up a SPAC case from a nonprofit litigation perspec…

1
Real-Time Reporting and Visibility for SPAC Sponsors 1:01

2M ago1:01

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 state-of-the-art reporting portals give sponsors, legal teams, CFOs, and boards instant access to accurate reports, without waiting ov…

1
Why Global Companies Are Choosing U.S. Listings 1:28

2M ago1:28

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 destinations. While the U.S. capital markets remain the most liquid and deal-ready globally, Adeel explains that many international c…

1
SPAC Guest Spotlight: Louis Camhi 1:03

2M ago1:03

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&A, his time at Three Corner Global and Citadel, and how those experiences shaped his approach to investing. Louis also explains w…