The Timeless Investor Show
The Timeless Investor Show explores how serious thinkers build wealth, resilience, and lasting success across generations. Hosted by Arie van Gemeren, CFA - The Timeless Investor Show connects history, philosophy, and real-world investing lessons into practical frameworks for today's investors, with a core focus on real estate investing. We study empires, cycles, currencies, and capital stewardship - and translate timeless principles into real-world action. Think well. Act wisely. Build something timeless.
Episodes
In 1885, Florida was nothing but swamps and mosquitoes. By 1915, it was America's winter playground. One man made that transformation happen: Henry Flagler.
This is the story of the most audacious real estate development project in American history - how a 55-year-old Standard Oil co-founder spent $100 million building a 400-mile railroad through impossible terrain to create an entire state's economy.
In this ...
Ron Danz never set out to be a podcast guest. He just quietly built one of the most resilient real estate portfolios in the Pacific Northwest.
Starting with $500 down on a beat-up house near the University of Washington, Ron spent the next 53 years methodically acquiring 2,000+ apartment units and 400,000 square feet of commercial real estate—without ever blowing up.
In his first-ever podcast interview, he shares the ti...
$1.20 a week → $480 million exit. How did a 13-year-old Scottish immigrant become one of the richest men in history?
In this deep dive into Andrew Carnegie's life, we uncover the four timeless principles that built the largest steel empire in the world—and why they're more relevant than ever for real estate investors.
What You'll Learn:
🔍 Information Arbitrage: How Carnegie turned telegraph operator insig...
Most real estate investors think insurance is just a cost of doing business. They're wrong.
Insurance is the ultimate wealth transfer mechanism—and most of us are on the losing side.
In this episode, I sit down with Tony DeFede from Union Risk to uncover how captive insurance programs work, why Warren Buffett has used them for decades, and how real estate investors can flip the script from paying premiums to collec...
Picture this: April 26th, 1478. Florence Cathedral. Lorenzo de' Medici is attending Easter Mass when assassins strike. Knives flash. Blood splatters across marble floors. His brother falls dead. Lorenzo barely escapes with his life.
But here's what's fascinating about this moment—the assassins weren't just trying to kill two men. They were trying to destroy what might be the most successful investme...
When empires face their greatest test, they need leaders willing to be hated for doing what's right.
In 1979, America stood at the crossroads every dying empire faces: destroy the economy to save the currency, or destroy the currency to save the economy. Nixon had already chosen poorly in 1971. By 1979, 13% inflation was bleeding American credibility worldwide.
Enter Paul Volcker—6'7" of unelected, unacco...
The year is 53 BC. In a Parthian tent, molten gold burns down the throat of Rome's richest man. Marcus Crassus - worth $2+ billion in today's money - dies choking on the very metal that made him famous.
But how did a man who lost everything in Rome's civil wars become the ancient world's greatest real estate mogul? And what can his strategies teach modern investors about building generational wealth...
What if one strategic decision in 1677 could create $15 billion in wealth that lasts 345 years?
In this episode, Arie tells the incredible story of the Grosvenor family - the British dynasty that survived the Great Fire of London, two World Wars, multiple market crashes, and Brexit while building one of the world's largest real estate empires.
It all started with Thomas Grosvenor's marriage to 12-year-old Mary...
“In war, events of importance are the result of trivial causes.”
– Julius Caesar, Commentarii de Bello Gallico
When Julius Caesar set out to conquer Gaul, he didn’t rely on raw force or divine luck. He relied on systems. Strategy. Discipline. And an unshakable understanding of how empires are actually built — and lost.
In this first installment of Letters from Gaul, I explore five ...
What’s the difference between conviction and certainty?
In this episode, Arie van Gemeren — fund manager, real estate investor, and author of Timeless Wealth — unpacks one of the most overlooked distinctions in investing and decision-making.
Certainty can blind you. It locks you into narratives, filters out risk, and creates fragility.
But conviction? Conviction is different. It’s not about being right — it’s about build...
What do Rome, Spain, and Britain have in common?
They each ruled the world — and then quietly collapsed from within.
In this episode of The Timeless Investor Show, we explore how three of history’s greatest empires fell — not from outside invasion, but from internal decay. From currency debasement and over-financialization to the erosion of civic discipline, the warning signs were always there.
More importantly, we conne...
What if the most decisive moment of the Napoleonic Wars didn’t happen on the battlefield — but on the bond desk?
In this episode of The Timeless Investor Show, Arie van Gemeren unpacks one of the most legendary (and controversial) financial trades in history: Nathan Rothschild’s alleged bond market coup during the Battle of Waterloo.
We explore:
• How the Rothschild network outpaced governments with faster intelligence
• ...
In a world obsessed with charisma and speed, Basil II built something different.
Today, we explore the life and lessons of one of the most overlooked yet ruthless emperors in history — Basil the Bulgar-Slayer.
Through 40 years of relentless discipline, strategic patience, and brutal clarity of mission, Basil crushed his empire’s greatest enemy and left Byzantium stronger than it had been in 400 years.
What does his story...
In this episode of The Timeless Investor Show, we explore the life and writings of Marcus Aurelius — Roman emperor, philosopher, and author of Meditations.
What does a 2,000-year-old Stoic emperor have to do with modern investing, entrepreneurship, or leadership? A lot.
We talk about:
- Why emotional discipline matters more than intelligence
- The difference between control and acceptance in business
- How Stoic thought prep...
Charlie Munger wasn’t just Warren Buffett’s right-hand man — he was a builder of mental systems, a student of history, and a principled real estate investor.
In this episode of The Timeless Investor Show, we explore the timeless lessons Munger left behind:
- The power of multidisciplinary thinking
- The “mental models” Munger used to filter reality
- The principle of inversion — and why solving for failure matters
- How the Lo...
In the opening episode of The Timeless Investor Show, we explore the life and leadership of Cyrus the Great — a man whose influence echoes across centuries.
Cyrus wasn’t remembered just for what he conquered. He was remembered for how he ruled — with trust, strategic systems, and a long-term vision that built the foundations of an empire that outlived him.
In this episode, we dive into:
- How Cyrus built trust instead ...
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