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3min chapter
SPACs Are Bonds, Actually | Louis Camhi
Forward Guidance
Introduction
Lewis Camhe founder of RLH Capital. Lewis, great to have you back. Thanks for having me. I just want to read from your latest letter. You said that SPACS are cyclical; identifying where we are in the current cycle will help us understand the path forward. Low interest rates, easy access to capital and increasing investor demand for venture capital type assets created the perfect environment for SPACS. That was probably late 2020, early 2021. Where have SPACS gone since then? And sort of just painted us a picture, please.
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