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Spark, presented by Fuel, features weekly conversations with innovative alternative asset managers, allocators, and industry experts. Host Yon Perullo explores the strategies, philosophies, and personal journeys behind today’s most compelling investment opportunities. Unlike traditional financial podcasts, Spark reveals the human elements driving investment decisions across private equity, hedge funds, venture capital, and specialized vehicles. Designed for allocators and investment professionals seeking deeper insights into alternative asset management.
Episodes
Wednesday May 07, 2025
Wednesday May 07, 2025
SPACs aren’t dead — they’re just misunderstood.
In this episode of Spark, Yon Perullo speaks with Louis Camhi, founder of RLH Capital, about the evolving landscape of Special Purpose Acquisition Companies.
Louis challenges the conventional view that SPACs are just speculative equity plays, arguing instead that they offer a treasury-backed, fixed-income-like profile with asymmetric upside. From navigating today’s market volatility to the lessons learned post-SPAC boom, this conversation offers a fresh look at how these vehicles can fit into a modern investment strategy.
If you're looking for ways to diversify portfolio risk, spot hidden opportunities, and better understand capital markets innovation, you’ll find a lot to spark your thinking here.
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