The Spark Podcast
The Spark Podcast
Podcast Description
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.
Podcast Insights
Content Themes
The podcast covers a range of themes related to alternative investments, including private equity, hedge funds, and venture capital. Episodes feature topics such as the challenges and opportunities for smaller investment managers, thematic investing in energy transitions, geopolitical risks affecting global markets, and specialized strategies in volatility trading. Specific episodes include an exploration of how smaller firms thrive in competitive environments and discussions on the role of climate solutions in investment.
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.
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.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.