Best Navio Podcasts (2024)

1
Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis) 1:23:36

1d ago1:23:36

1:23:36

Evan Tindell runs Bireme Capital, a long/short value investment fund. I loved this episode. We spent over an hour discussing: Investor psychology Shorting Costco Lessons from being a professional poker player Position sizing Betting big on META during its Hate Day SOTP valuation stories (Bollore & Vivendi) Japanese value stocks Allocating time And …

1
Exploring Land Development in Texas, Alexander Vitenas @ Land Based Strategies 38:35

4d ago38:35

38:35

In this conversation, Josh Kahr speaks with Alex Vitenas about land development. They discuss the process of land development in Texas, including tax foreclosures and auctions. Alex shares his experience in purchasing distressed assets and flipping properties. He also talks about his funding strategies and the importance of finding the right deals.…

1
[REPLAY] Lobo Tiggre: Junior Mining Speculation 1:12:58

8d ago1:12:58

1:12:58

This is a replay of my 2023 conversation with Lobo Tiggre of Independent Speculator. Lobo is one of the premier voices in junior mining speculation, and you can tell why throughout this podcast. Lobo pulls no punches. He tells it like it is -- the good, the bad, and the ugly -- all while educating and entertaining you along the way. It's a fantasti…

1
Building a Vertically Integrated Real Estate Company in New Orleans, Michael Merideth @ VPG Enterprise 28:50

12d ago28:50

28:50

Michael Merideth, CEO of VPG Enterprise, discusses his journey with Joshua Kahr in real estate and the growth of his company. VPG Enterprise is a vertically integrated real estate company based in New Orleans, specializing in affordable housing. Michael started investing in small rental properties in 2011 and has since grown the company to include …

1
Luis Sanchez: Hunting for Net-Nets 1:06:02

15d ago1:06:02

1:06:02

This is a very different episode than usual. I don't think I've recorded a podcast specifically about net-net investing. But it's something I've wanted to do for a long time. That's why I'm excited to have Luis Sanchez on the podcast. Luis is a full-time net-net investor. He hunts in corners of the market you haven't even thought of. During the pod…

1
Benchmarking Performance, with Norman Miller, Professor Emeritus at the University of San Diego 33:23

19d ago33:23

33:23

In this conversation, Joshua Kahr and Norman Miller, a professor emeritus at the University of San Diego, discuss various aspects of real estate investment. He explains the evolution of family offices and the challenges of benchmarking in real estate. Miller emphasizes the importance of long-term thinking and net present value in investment decisio…

1
Greg Orrell: How To Outperform The $GDX 1:19:23

22d ago1:19:23

1:19:23

I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period. During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, inves…

1
Transitioning from LP to GP, Diana Lin @ Navi Ventures 35:16

26d ago35:16

35:16

In this conversation, Josh speaks with Diana Lin from Navi Ventures. We discuss her role in the company and their focus on value-add multifamily properties. She shares the markets they operate in, including Arizona, DFW, and New Mexico. Diana explains how she transitioned from being an architect to launching her own real estate venture. She emphasi…

1
Jenny Chase: Solar Industry Deep Dive 55:54

1M ago55:54

55:54

Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon." We spend an hour diving deep into the solar industry. We cover: Solar panel adoption rates •Raw material inputs from #silver and #tin Solar value chains What investors get wrong about solar And more!I learned a ton and I know you …

1
Setting Up A First Fund, Diego Hurtado @ Navio Consulting 34:09

1M ago34:09

34:09

Diego Hurtado, Principal at Navio Consulting, discusses fund management and raising funds for small to medium-sized developers. Navio Consulting helps these developers build and set up real estate investment funds, and then assists in managing them. The typical fund structure involves adhering to Regulation D, Rule 506(c), which allows for the mark…

1
Lake Cornelia's Judd Arnold: Navios Maritime $NMM Deep Dive 1:13:13

1M ago1:13:13

1:13:13

Just Judd Arnold pitching Navios Maritime $NMM and why he thinks its cheap and why it could reach $200/share in the future. Remember guys, none of this is investment advice. It's shipping. You will probably lose all your money, This is for educational/entertainment purposes only. Make sure you read Judd's 50-page memo on $NMM if you want to explore…

1
Staffing a Family Office, Brian Adams, Principal @ Mack International 32:22

1M ago32:22

32:22

It's not easy to build a management team for family offices. In this episode, I speak with Brian Adams, Principal at Mack International. We discuss his transition from the commercial real estate industry to executive search for family offices. He explains the unique challenges of hiring for family office positions, including the need for candidates…

1
GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum 1:34:21

1M ago1:34:21

1:34:21

This was one of my favorite episodes of the year. I love interviewing anonymous Twitter personalities, and GorillaGrip delivered. Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there. This conversation goes de…

1
Data Driven Development in Boston, Eric Doroski @ Zanzibar Capital 33:36

2M ago33:36

33:36

Summary In this conversation, Joshua Kahr speaks with Eric Doroski, Managing Partner at Zanzibar Capital, about their focus on the Boston market and their investment and development pipeline. They discuss the challenges in the current market, including the lack of debt and equity, and the impact of interest rates. Eric shares insights into their cu…

1
Mat Roiss: How To Buy Hated Stocks (& Other Investing Things) 1:01:37

2M ago1:01:37

1:01:37

This episode features Mat Roiss (@InvestRoiss), an investor and writer who shares his approach to portfolio construction, stock selection, valuation criteria, sourcing investment ideas, and areas of current interest. Mat also discusses his Substack (roiss.substack.com) where he publishes investment analysis. Disclaimer: Nothing discussed constitute…

1
Online Fundraising and CrowdStreet, Ian Formigle @ CrowdStreet 35:19

2M ago35:19

35:19

In this conversation, Ian Formigle, Chief Investment Officer at CrowdStreet, discusses the role of CrowdStreet as an online platform for individuals to invest in commercial real estate projects. He explains how CrowdStreet acts as a broker-dealer and offers investment opportunities in various asset classes and geographies. Ian also highlights the g…

1
[REPLAY] Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar 1:01:10

2M ago1:01:10

1:01:10

The first time I released this podcast it was two days before Christmas. Probably not the best timing if I wanted people to listen to the podcast. That's why I'm re-releasing this conversation with Judd Arnold today. If you like crazy finance stories, you will love this podcast. I hope you enjoy and tell your friends! I'm excited to share this week…

1
Energy Rights and Power Production, Chris Pawlik @ EPR Squared 36:41

2M ago36:41

36:41

Chris Pawlik, co-founder of EPR Squared, explains the concept of energy producing retail realty and how the company offers a sale leaseback of energy rights to property owners. By developing energy rights behind the meter, property owners can decrease operating expenses and increase net operating income. The agreements typically last around seven y…

1
Doug Ramshaw: How To Build A Mine That Makes Money 1:28:44

2M ago1:28:44

1:28:44

I'm stoked to bring you my conversation with Doug Ramshaw, CEO of Minera Alamos $MAI.V. PLEASE NOTE: I AM NOT A SHAREHOLDER OF MAI.V AS OF THIS RECORDING. I DO NOT PLAN TO OWN SHARES FOR AT LEAST TWO WEEKS AFTER THIS PODCAST IS RELEASED AS I'M STILL DOING DUE DILIGENCE. THIS IS MINING PEOPLE, IT'S RISKY. DO YOUR OWN WORK. MOST MINES FAIL. ITS HARD.…

1
The Efficiency of Multi-Family Offices, Jason Mandel @ Mandel Family Office 37:35

2M ago37:35

37:35

SummaryIn this conversation, Jason Mandel, CEO of the Mandel Family Office, discusses the basics of family offices and the services they provide. He explains the difference between single family offices and multi-family offices, highlighting the benefits of the latter. Mandel emphasizes the importance of holistic financial advice and the role of a …

1
[REPLAY] Carvana $CVNA: Will It Survive? (July 2022) 1:34:11

2M ago1:34:11

1:34:11

What better time to replay my 2022 Twitter Spaces on Carvana (CVNA) and its ability to survive a potential bankruptcy than this week? If you haven't heard, CVNA has ripped over the past two years, rising from a low of ~$4/share to over $100/share. This is easily one of the most controversial stocks on Twitter. You either LOVE or HATE Carvana. There…

1
Financing Energy Projects for CRE, Chad Blevins @ Repower Holdings 38:12

3M ago38:12

38:12

Chad Blevens from Repower Holdings discusses their unique approach to financing energy improvement projects in commercial real estate. Repower Holdings aims to provide capital for energy improvement projects that are part of larger real estate deals, offering an equity position in the overall asset. This approach aligns the interests of the energy …

1
@RagingBullCap: BQE Water $BQE.V Deep Dive 1:08:44

3M ago1:08:44

1:08:44

I'm excited to share my conversation with Raging Bull Cap on BQE Water $BQE.V. DISCLAIMER: I DO NOT OWN SHARES IN $BQE AS OF THE DATE OF THIS PODCAST OR AT ANY POINT BEFORE THE PODCAST. THAT COULD CHANGE IN THE FUTURE AND I WILL PROBABLY BUY SOME SHARES ON A PULLBACK IF I EVER GET ONE. DYODD PEOPLE NONE OF THIS IS INVESTMENT ADVICE. With that out o…

1
Urban Infill Development in San Diego, John Allen @ Streamline Development Group 32:31

3M ago32:31

32:31

In this conversation, Josh Kahr speaks with John Allen, founder and president of Streamline Development Group. They discuss John's unconventional route into real estate development and the focus of Streamline Development on urban infill projects in San Diego. They also explore the high demand for rental properties in San Diego, the presence of nati…

1
@Erik_YWR: A Crash Course on Inflation 59:39

3M ago59:39

59:39

I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the US, why this time might be different, and how to profit from a higher-for-longer inflationary world. I rea…

1
From Acquisitions to Asset Management, Roundtable with Montgomery Partners 33:53

3M ago33:53

33:53

In this interview, Josh Kahr gets to sit down with the whole team at Montgomery Partners and talk about the lifecycle of the asset - from acquisition to fundraising to asset management. They are a long-term value-add investor in the multifamily space. They focus on the B to C class space in markets such as California, Colorado, and Nevada, and are …

1
[REPLAY] Calvin Froedge: An Unconventional Path To Common Sense Investing 1:18:03

3M ago1:18:03

1:18:03

I'm stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I've encountered in four years of the podcast. He didn't graduate high school. Instead, he spent his late teen years working for his dad's machinery business. He explored other business ventures in his early twenties before moving to Pan…

1
Tax Appeal and Tax Assessments, David Wolfe @ Skoloff and Wolfe 38:11

3M ago38:11

38:11

In this conversation, Joshua Kahr speaks with David Wolfe, managing partner at Skoloff and Wolfe (https://www.skoloffwolfe.com/), about tax appeals and property tax assessments. They discuss the challenges property owners face with assessments and revaluations, the importance of understanding assessment ratios, and the deadlines for tax appeals. Th…

1
Q4 2023 Investor Audibles: Greenhaven Road Capital, GreenWood Investors, Silver Beech Capital 59:41

3M ago59:41

59:41

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: Greenhaven Road GreenWood Investors Silver Beech Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a realit…

1
Investing in the Rodeo Region, Brian Wilson @ Bow River Capital 39:01

3M ago39:01

39:01

In this conversation, Joshua Kahr speaks with Brian Wilson, Managing Director of Real Estate at Bow River Capital (bowrivercapital.com). They discuss Bow River Capital's investment strategy, regional focus on the "Rodeo Region", and how they find quality operators to partner with. They also explore the current market conditions and the timing of ca…

1
David Bastian: GEN Restaurant Group (GENK), Coal, and Retailers 56:46

4M ago56:46

56:46

David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK). DISCLOSURE: I/WE AND DAVID OWN SHARES AS OF THIS PODCAST. We are free to change our minds and trade in/out of this position after the podcast is released. I'll say it again, none of this is investment advice. Do your own work.…

1
UK Investing Modeling as a Service, Alex Wilson @ Pantera 33:49

4M ago33:49

33:49

In this conversation, Joshua Kahr speaks with Alex Wilson, COO of Pantera (www.panteratechnology.com), a financial forecasting and investment modeling platform for the real estate industry. They discuss Pantera's services, market focus, and expansion plans. They also explore the challenges and opportunities in the PropTech space, including the silo…

1
Alberto Alvarez: Uranium, Ero Copper, and PGMs 1:13:28

4M ago1:13:28

1:13:28

Alberto is one of the most underfollowed accounts on Twitter/X. He provides tremendous value for generalist investors willing to hunt in commodity markets. This week, Alberto dove deep into uranium assets, Ero Copper, and the bull case for Platinum Group Metals (PGMs). I'm a huge fan of Alberto's Substack, which you can read here: https://albertoag…

1
Cost Segregation, Part 2, Kim Lochridge @ Engineered Tax Services 33:59

4M ago33:59

33:59

In this conversation, Joshua and Kim discuss energy efficiency tax credits and deductions. They cover the history of these incentives, including the Energy Policy Act of 2005, and focus on two major programs: Section 179D and Section 45L. Section 179D provides a tax deduction for commercial buildings that meet energy efficiency criteria, while Sect…

1
Q4 2023 Investor Audibles: SaltLight Capital, Cedar Creek Partners, Legacy Ridge Capital 50:51

4M ago50:51

50:51

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: SaltLight Capital Cedar Creek Partners Legacy Ridge Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a rea…

1
Cost Segregation, Part 1, Kim Lochridge @ Engineered Tax Services 37:16

4M ago37:16

37:16

In this conversation, Joshua and Kim discuss energy efficiency tax credits and deductions. They cover the history of these incentives, including the Energy Policy Act of 2005, and focus on two major programs: Section 179D and Section 45L. Section 179D provides a tax deduction for commercial buildings that meet energy efficiency criteria, while Sect…

1
Auke Hoekstra: The Bull Case For Renewables 1:28:22

4M ago1:28:22

1:28:22

I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything Auke believes, which makes for a fascinating conversation. Auke is a staunch renewable energy advocate. I'm on the fence. I think we can live somewhere in between where fossil fuels play their role, a…

1
Building a Hotel Brand, Ethan Orley @ Oliver Hospitality 38:23

4M ago38:23

38:23

In this conversation, Joshua Kahr speaks with Ethan Orley, managing partner at Oliver Hospitality (www.oliverhospitality.com), about his journey in the hospitality business. They discuss the challenges of operational oversight, the current deals and expansion plans of Oliver Hospitality, and the availability of equity and debt in the hotel industry…

1
Left Field Investing: Acne, Fungus, and Prison Stocks 1:03:49

4M ago1:03:49

1:03:49

I'm excited to share my conversation with Left Field Investing. Left Field is quickly becoming one of my favorite Substack research accounts. He has a knack for finding off-the-beaten-path small-to-micro cap ideas that nobody else is writing about. Another reason I love this guy is he has a unique, non-investment background. In other words, he cut …

1
Economic Forecasting for CRE, Malcolm Frodsham @ Real Estate Strategies 35:14

5M ago35:14

35:14

In this interview, I spoke with Malcolm Frodsham, Director of Real Estate Strategies (www.realestatestrategies.co.uk), an economic forecasting firm that focuses on UK commercial real estate markets. We chatted about a diverse range of topics including how one even gets into this line of work. We talked about what economic forecasting is, and how fi…

1
John Swallow: Building A Different Mining Company (Idaho Strategic) 1:15:10

5M ago1:15:10

1:15:10

I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR). IDR is a small cap gold producer that does things differently. They generate cash flow. Then use that cash flow to explore their massive land package for gold and rare earth elements (REEs). John is a true owner operator. Not only is he the CEO, he …

1
Providing Co-Investment for Development, Ashleigh Simpson @ Grosvenor 37:08

5M ago37:08

37:08

In this interview, I chatted with Ashleigh Simpson, Head of Structured Development Finance for Grosvenor's North American property business. Amongst other things, they co-invest with residential developers in for sale and for rent ground-up multi-family developments in the United States and Canada. We discussed what co-investment means and what the…

1
Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals) 1:16:31

5M ago1:16:31

1:16:31

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wait to read it. During the podcast, I spend an hour dissecting Ernest's writing habits/strategies, early backgr…

1
Family Office Strategies for Real Estate, Adam Fruitbine @ Maxx Properties 25:45

5M ago25:45

25:45

I sat down with Adam Fruitbine, CIO at Maxx Properties (www.maxxproperties.com), in this interview. Maxx Properties is a family office that focuses on owning and managing its multifamily real estate portfolio. To start, we discussed what it means to be a family office, how they think about hold periods, and the role of debt. We also talked about th…

1
Aaron Edelheit: Dumpster Diving in Cannabis 1:10:30

5M ago1:10:30

1:10:30

I hope you guys enjoy my podcast with Aaron Edelheit on the Cannabis industry. I had Aaron on the podcast two years ago to dive deep into the cannabis space. Since then, the industry has done nothing but incinerate investor capital. And that's precisely why I wanted to interview Aaron. I love his transparency, humility, and ability to objectively a…

1
Aggregating Capital, Ron Diamond @ Diamond Wealth Strategies 32:16

5M ago32:16

32:16

In this interview, I spoke with Ron Diamond, CEO of Diamond Wealth Strategies. They are a family office with a focus on commercial real estate. They aggregate capital from over 100 single-family offices and deploy this capital as a collective force alongside their own capital. This collective of capital allows them access to deals that they otherwi…

1
Rebecca Hunter: Life As A Uranium Explorer 57:32

5M ago57:32

57:32

Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V. Rebecca has spent her life exploring the world for commodities, specifically uranium. This week, we get a boots-on-the-ground view of what it's like to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capit…

1
Growing New Retail IRL, Amol Sarva @ Aikito 24:15

6M ago24:15

24:15

In this interview, I spoke with Amol Sarva, co-founder of Aikito (https://www.aikito.co/), a platform simplifying commercial renovations. As a serial entrepreneur, he co-founded startups including Virgin Mobile USA, Peek, Halo Neuroscience, Knotel, LifeX Ventures, and CornerUp. His extensive experience in entrepreneurship, advocacy for open access …

1
Peter Pham: Inversion Investing 1:53:34

6M ago1:53:34

1:53:34

I hope you enjoy this podcast with Peter Pham of Inversion Investor. Peter is one of the most unique investors I've come across. The way he thinks about the world, markets, trades, and wisdom is unlike anything I've seen before in finance. This is definitely a different type of conversation. We cover a ton of ground, spanning myriad topics and thou…

1
Expanding Into New Markets, Jonathan Feifer @ Parkstone Management 30:57

6M ago30:57

30:57

In this interview, I spoke with Jonathan Feifer, CEO of Parkstone Management. They are a real estate development company that has built multifamily projects in New York City and New Jersey. They are now expanding to Reno, Nevada. Amongst other things, we discuss the state of the debt and equity markets and the challenges of development in other reg…

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