Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How SPACs Are Making a Quiet Comeback in 2026
In this episode of Bull Market Conversations, Lucas and Luna explore the quiet resurgence of SPACs in mid-2026. While the SPAC craze of 2020–2021 ended in disaster for many retail investors, a new wave of blank-check companies is emerging with tighter regulations, lower valuations, and a focus on profitable private firms. Lucas breaks down how the new SPACs differ from their predecessors, citing specific data like the 40% decline in average SPAC IPO size and the shift toward institutional backing. Luna questions whether this is a genuine rehabilitation or just a repeat of past mistakes. They…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.