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Louis Camhi, founder and chief investment officer of RLH Capital, returns to Forward Guidance to provide a strategic update on the world of SPACs (Special Purpose Acquisition Companies).\n___\nFollow Louis Camhi on Twitter https://twitter.com/valwithcatalyst\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n___\nUse code GUIDANCE20 to get 20% off Permissionless 2023 in Austin:\nhttps://blockworks.co/event/permissio...\n\nResearch, news, data, governance and models \u2013 now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/\n___\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\nhttps://rb.gy/5weeyw\n\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \u201cDaily Debrief\u201d Newsletter: https://rb.gy/feusos\n___\nTimestamps:\n(00:00) Introduction \n(00:58) "A Lot Of The Optionality of SPACs Is Dead"\n(17:25) State of SPAC Dealflow In Summer 2023\n(32:08) Warrant Arbitrage\n(59:43) SPAC LIquidiation Wave in December 2022 Because of Stock Buyback Tax Threat In Inflation Reduction Act\n(01:06:49) "SPACs Are A Bull Market Product"\n(01:20:02) How SPAC Yields Have Changed With RIsing Interest Rates\n(01:29:17) Macroeconomic Implications\n(01:32:07) View on Banks\n(01:38:26) Cannabis\n___\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.