The Special Situation Cast cover art

The Special Situation Cast

The Special Situation Cast

Written by: Bram de Haas
Listen for free

About this listen

Discussion of market events and investment ideas with top analysts, portfolio managers, hedge fund managers, experts and other investment professionals primarily revolving special situation, even driven or market neutral investing.© 2024 The Special Situation Cast Economics Personal Finance
Episodes
  • Kuppy On Event Driven Investing And Inflection Points
    Jul 23 2021

    In the first episode of Season 2 of The Special Situations Cast, I'm interviewing the savvy as well as entertaining master speculator Kuppy of Praetorian Capital. Well known for his Adventures in Capitalism blog as well as his appearances on Real Vision and The Market Huddle.

    We talk about St.Joe's, Oil, Crypto, and Kuppy's Event-Driven Monitor which is the source of his many creative ideas. I do a lot of event-driven and special-situation investing myself and I've been impressed by the breadth and uniqueness of the screens included. Quite a few of the screens aren't even available through Bloomberg.  I learn how to use the Fallen Angels and Left-for-Dead screens and some of the more proprietary screens that are part of the service. 

    You can find Kuppy on Twitter here:

    https://twitter.com/hkuppy

    https://adventuresincapitalism.com/


    Show More Show Less
    1 hr and 15 mins
  • Chris DeMuth Jr On The SPAC Market 2021 Part II
    Feb 26 2021

    This is part II of my interview with Chris DeMuth Jr, co-founder and hedge fund manager at Rangeley Capital. Chris is also the author of Sifting the World. He writes about SPAC, value, arbitrage, and event-driven top-performing ideas. Although Chris is a highly experienced investor the interview is geared towards the SPAC market. This is currently a major focus of Chris and it shows in this interview. We talk about Churchill Capital IV, Bridgetown Holdings, Pershing Square Holdings, Virgin Galactic, Desktop Metal and other SPACs.

    You can find Chris and Sifting The World here:
    https://seekingalpha.com/author/chris...​

    or on Twitter here:
    https://twitter.com/ChrisDeMuthJr

    Show More Show Less
    46 mins
  • Chris DeMuth Jr: Buying The Biggest SPACs, With Great Teams And Entrepreneur Friendly Structures
    Feb 25 2021

    This is part I of my interview with Chris DeMuth Jr, co-founder and hedge fund manager at Rangeley Capital. Chris is also the author of Sifting the World. He writes about SPAC, value, arbitrage, and event-driven top-performing ideas. Although Chris is a highly experienced investor the interview is geared towards the SPAC market. This is currently a major focus of Chris and it shows in this interview. I had so much to ask him the interview ran quite long. We talk about Churchill Capital IV, Bridgetown Holdings, Pershing Square Holdings, Virgin Galactic, Desktop Metal and other SPACs I'll post part II of the interview imminently.
    You can find Chris and Sifting The World here:
    https://seekingalpha.com/author/chris...​
    or on Twitter here:
    https://twitter.com/ChrisDeMuthJr

    Show More Show Less
    56 mins
No reviews yet