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SPACs Are Bonds, Actually | Louis Camhi
Forward Guidance
Lewis Camies on SPAC Arbitrage
Lewis Camies: There's probably, I'm going to say there's 50 SPAC dedicated funds out there. That sounds large, but it actually is tiny if you think about how many funds there are. As the market kind of recalibrates the size, I think the opportunity set is interesting because there's just fewer people that can hunt there. But luckily, when I'm investing in SPAC last week, that's a 10 million dollars SPAC, right? And I want to stay below 5% to avoid filing. So that's $500,000. If you're one of these big boy funds like, doesn't move the needle. When you know you're not going
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