The Special Situation Cast

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 [https://www.kedm.com/] 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/

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... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbE5NeHdTaHJDOW9ySi02UFJxbkhFMDAtU2dRd3xBQ3Jtc0ttUndfUWYwWEpabXMzcmRpb0hSR0VUQXVIcjFDTjZCbjY2djBVSUZaUnd2VjRDR3p1emhoWUUyWURlckREQ0RlZF9DUk5KVk52NU41VjRzMDdudG5BX3RjR3lsR2IyRnNtaDBXZmRLaU9IVXhQcDd4Yw&q=https%3A%2F%2Fseekingalpha.com%2Fauthor%2Fchris-demuth-jr%23regular_articles]​ or on Twitter here: https://twitter.com/ChrisDeMuthJr [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUo3aU5yM2I4LU9EMnZFMGFyNktnRS1XOF9EQXxBQ3Jtc0trcklCb0JvV25RLWNpaFdhcnBTLTQ1OFBrcEo5MVhxQTZIeXZaSm1wdG9xRldZZzBwMWZMVTdqSmI2M0dHSFBqaEFKLUlQVHJtU2FrNFY3WWFURzBLZ3YwVzB5eWJwcEg1eHlxaVRnaWV6Rk42anZZUQ&q=https%3A%2F%2Ftwitter.com%2FChrisDeMuthJr]

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... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWY4eXBXNlFUODVqLVlqcjNnOWtrbE1rVXpuQXxBQ3Jtc0tteUx2NlA3VndWYzNlRXVpUkVabGlGT3VYVHYwUDhjcV96Ry11czJpaUNad2hhSnZ3TGh4UW5RVHBiZF9UMWVGZWZRSTFfeWRSd3FoU2hUZ2VmVzVMZGljMGJXXzlqU3Jzb0RqNmpBMTMzWmNmNDZkdw&q=https%3A%2F%2Fseekingalpha.com%2Fauthor%2Fchris-demuth-jr%23regular_articles]​ or on Twitter here: https://twitter.com/ChrisDeMuthJr [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHNCc1VIN3BhQ2U2aVpjaWx0cTJFb0ZxOWVvZ3xBQ3Jtc0tueXIwcFlPVGhLYjBvVFdoREdUUl9IYUFONWhWSFhSdUttNGxWaFNheVJlWHFPNUNiQ2xYX0NNQ2VnZHN5cjhGa1ZtajRhZHF5T3JjVkJaYm44WkpqdHZPeXhDdzlheC0xR09BSDRqTVhqQ3RkMjJkUQ&q=https%3A%2F%2Ftwitter.com%2FChrisDeMuthJr]

I'm interviewing Julian Klymochko, host of the Absolute Returns podcast and co-founder CEO of @AccelerateFT. We talk about why he started his firm, how he's approaching SPACs. What are the things he's looking for. The biggest position in the SPAC fund is $CCIV. How do you risk manage that? The Should you pay $13 for a SPAC with a really great sponsor? What about the John Malone (The Cable Cowboy) related Liberty Media SPAC? $LMACA How are things going with getting allocations pre-IPO? His firm's website Accelerate | Hedge Fund and Private Equity ETFs [https://accelerateshares.com/?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link] His Twitter: here [https://twitter.com/JulianKlymochko?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link].

I just interviewed Lily Francus, a Phd student in Bioinformatics, who's quite active on Fintwit. She wrote a paper called Delta Gamma Hedging Impact On S&P 500 Returns. She also co-developed an interesting indicator. Developed for S&P 500 but it likely works on the NASDAQ. Lily explains the general idea in the interview. Lily also wrote a series of posts about the hedge fund vs Wall Street Bets Gamma war going on in Gamestop (GSE), AMC Entertainment Holdings (AMC), Blackberry (BB), and others. It was extra informative to talk to Lily about the Gamestop situation and get her input on that. You can find her here: https://nope-its-lily.medium.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkE3Y0VGMG5sZ0d3azJnYjdMc1FRb2VzZjRjd3xBQ3Jtc0tsQnNMY3FTcXVHZ3hKWjF0dmFiSF9MdWllSkowb0NDSU0ydHZLMk1VUkk1NXhwRXRPVkRFUkY2dlo2bGlORlhoOVVPM25FM1Nubzk2YTFHZkh6N2lJS3Y4bTlvZmF4aWNoeFg1cTVzQUZIWFBxZ0ptYw&q=https%3A%2F%2Fnope-its-lily.medium.com%2F]​ https://twitter.com/nope_its_lily [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3M4WXNMSFpIZXZnb1JkTEc0R2pnaTVpcmljZ3xBQ3Jtc0trTENHVS01OU9oTUotTnRwVkVyc2NRcTNQM1FoZ0FPQzNtRlRIT1JhQ0tialdGaTBtelRmTV9kZ1V2SDg2WGNoV2FPRHJIY0NFTjZwclpsTlBZS3pRUGx1SFgzbW5ldE15cmVuQ01xVGxJUEpUaUNBZw&q=https%3A%2F%2Ftwitter.com%2Fnope_its_lily]