The Single Source
The Single Source
✓

The Fast Five: Could cannabis private credit be an overlooked opportunity?

00:05:14
Podcasts
RSS
Link

ÜBER DIESE EPISODE

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 underwriting, and why cannabis credit could offer high, uncorrelated returns within a broader private credit portfolio. 

 

💡 Subscribe to The Fast Five for more rapid-fire conversations with leading fund managers, and explore more on: https://www.apexgroup.com/apex-invest/apex-invest-platform/ 

Wirtschaft
Englisch
Großbritannien
Verwenden SieAPI, um diese Episode inJSONabzurufen

IN DIESER FOLGE

Diese Tags bearbeiten

TRANSKRIPT 🔗

Are you the producer of this podcast? Add a podcast transcript
Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

VERGANGENE FOLGEN SUCHEN

Vorhandene Folgen von The Single Source durchsuchen.
Betten Sie diese Suchleiste in Ihre Website ein

WEITERE EPISODEN IN DIESEM PODCAST

The Fast Five: Why not all private credit is created equal

The Fast Five: Why not all private credit is created equal

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 invest…
00:05:28
TEILEN
SPEICHERN
The Fast Five: Putting the “real” in real-world assets

The Fast Five: Putting the “real” in real-world assets

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 s…
00:05:23
TEILEN
SPEICHERN
The Fast Five: The future of bitcoin investing, yield, tokenisation, and institutional adoption

The Fast Five: The future of bitcoin investing, yield, tokenisation, and institutional adoption

Can Bitcoin become an income-generating asset? And what role will tokenisation play in the future of institutional investing? In this episode of The Fast Five, Anthony Bassili, President of Coinbase Asset Management, explores how institutional digital asset strategies are evolving beyond simple ex…
00:04:30
TEILEN
SPEICHERN
The Fast Five: Could India’s biggest pessimists be overlooking its biggest opportunities?

The Fast Five: Could India’s biggest pessimists be overlooking its biggest opportunities?

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 op…
00:05:31
TEILEN
SPEICHERN
The Fast Five: Why true diversification is about more than a 60/40 portfolio

The Fast Five: Why true diversification is about more than a 60/40 portfolio

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…
00:05:12
TEILEN
SPEICHERN
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Apex Group, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
PROMOTED
Listen411.com: Lightning-fast Podcast Transcription and Summarization. Transcribe 1-hour audio in under 1 minute. Pay-as-you-go.
Listen411.com: Lightning-fast Podcast Transcription and Summarization. Transcribe 1-hour audio in under 1 minute. Pay-as-you-go.
Audio to Text

EMPFEHLUNGEN
API benutzen um diese Episode zu bekommen