HeyJaredThe Single Source
Welcome to "The Single Source", a podcast series brought to you by global financial service provider, Apex Group.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 3, 2026
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- Earliest in this view
- Jul 27, 2026
Latest episodes
The Fast Five: Could cannabis private credit be an overlooked opportunity? (opens the original)
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Could a $5.4 billion maturity wall be creating an opportunity in cannabis private credit? In this episode of The Fast Five, Brendan Fay, Founder and CIO of Coda Capital, explains why the company sees opportunities in the underserved cannabis credit market, focusing on limited-license states and established operators at two times leverage or less. In conversation with Heather Zumarraga, Brendan explores the potential impact of cannabis rescheduling, Coda Capital’s differentiated approach to under
The Fast Five: Could India’s biggest pessimists be overlooking its biggest opportunities? (opens the original)
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Is growing pessimism around India creating an opportunity for long-term investors? In this episode of The Fast Five, Nishay Goel, Founder and CIO of Duro Capital, explains how the company approaches Indian equities through a concentrated, long-only, all-cap strategy focused on high-conviction opportunities. In conversation with Heather Zumarraga, Nishay explores where he sees the greatest opportunities in India, why significant dispersion across the market could be creating attractive entry poin
The Fast Five: Putting the “real” in real-world assets (opens the original)
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What if tokenisation could give investors exposure to commodities that are still in the ground? In this episode of The Fast Five, Matt and Kevin Hamilton, Co-founders of AetherStrike, explain how their platform is tokenising non-producing natural resources - from oil and gas to gold - through security tokens linked directly to underlying reserves. They explore why AetherStrike is focused on the gap between discovery and production, how Dynamic Reserve Resource Units are structured, and why token
The Fast Five: Why not all private credit is created equal (opens the original)
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What separates asset-based lending from private credit? In this episode of The Fast Five, Jeff Haas, Portfolio Manager and President of SR Alternative Credit, explains why asset-based lending offers a differentiated approach to private credit and how disciplined underwriting helps protect investor capital. Jeff explores the opportunities in smaller senior secured lending transactions, why collateral and covenant structures matter, and where asset-based lending fits within a broader income or div
The Fast Five: Why true diversification is about more than a 60/40 portfolio (opens the original)
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Is the traditional 60/40 portfolio still enough in today's investment environment? In this episode of The Fast Five, Michael Philbrick, CEO of Resolve Asset Management Group, explains why many portfolios are diversified by label rather than by true economic risk exposure. Michael explores how the All-Terrain strategy is designed to perform across different economic regimes by combining structural diversification with systematic risk management. He also discusses why preparing for uncertainty may
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