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Podcast: Monetary Matters with Jack Farley
Episode: SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital
Description: Louis Camhi, founder and CIO of RLH Capital returns to Other People’s Money to discuss how SPACs are making a comeback in 2025. Camhi discusses the differences between SPACs and DeSPACs, common misconceptions about SPAC risk, and how 2025’s boom in SPAC issuance is a far cry from what we saw in 2021. Camhi also discusses the different strategies he employs to take advantage of the unique opportunities SPACs provide, thematic trends in SPAC acquisition targets, and how he is using SPVs to increase exposure to SPAC target bridge loans.
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