This week, I caught up with my good friend Neil O'Donnell on all things SPACS and monetary stimulus.  We discussed typical terms around SPACs for founders as well as investors, what is driving the recent explosion in SPAC popularity, our thoughts on two SPACs in particular, and the macro environment in general.
Resources mentioned:
O'Shaughnessy Asset Management White Paper - Upside-Down Markets
Ray Dalio's global change series
The Psychology of Money by Morgan Housel
Invested by Charles Schwab
Traction: How to Get a Grip on Your Business
SPAC Notes:
Altimeter Capital's tech SPAC Altimeter Growth Corp. files for a $450 million IPO (Nasdaq)
Palihapitiya finds next '10X idea' with $4.8B SPAC deal for real estate startup Opendoor (CNBC)
Richard Branson's latest SPAC S-1 (SEC Filing)
Oaktree Capital SPAC
Reid Hoffman and Marc Pincus' SPAC
Paul Ryan's SPAC
Apollo's SPAC
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ABOUT THE PODCAST:
Hi, I'm Benton Moss. I launched The Circle of Competence Podcast in June 2020 to focus on the nexus between entrepreneurship and investing, and explore how each guest's journey led them to start and grow their own business from the ground up. From real estate to technology to public equities to small business investing and more, I hope this podcast will be a wide-ranging exploration of what it takes to be an entrepreneurial investor in today's competitive world.
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