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
14 episodes
Andrew Carnegie: From $1.20 a Week to $15 Billion - The Steel Baron's Blueprint for Operational Excellence
$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 stee...
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Season 1
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Episode 14
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36:09
The Hidden Wealth Transfer: How Insurance Captives Control the Game
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...
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Season 1
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Episode 13
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41:07
Blood, Marble & Rent Rolls: How the Medici Built History's First Real Estate Empire
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 h...
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Season 1
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Episode 12
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30:52
America's Monetary Dictator: How Paul Volcker Saved an Empire
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 curren...
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Season 1
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Episode 11
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22:40
Marcus Crassus: From Bankruptcy to Billions Through Ancient Real Estate
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 los...
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Season 1
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Episode 10
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34:11
The $15 Billion Marriage: How One Family Built a 345-Year Real Estate Dynasty
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 Wor...
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Season 1
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Episode 9
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22:32
Letters from Gaul: Caesar’s Laws: Strategic Discipline at the Edge of Chaos
“In war, events of importance are the result of trivial causes.”– Julius Caesar, Commentarii de Bello GallicoWhen Julius Caesar set out to conquer Gaul, he didn’t rely on raw force o...
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Season 1
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Episode 8
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17:30
Conviction Without Certainty: How Great Investors Move in Uncertain Times
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 deci...
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Season 1
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Episode 7
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21:30
Empire, Decay, and the Modern Investor’s Dilemma
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 — n...
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Season 1
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Episode 6
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24:22
From Battlefield to Bond Market - Rothschild’s Rise and the Birth of Modern Finance
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...
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Season 1
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Episode 5
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16:08
Basil the Bulgar-Slayer - How Relentless Discipline Builds Enduring Empires
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 re...
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Season 1
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Episode 4
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12:20
Think Like Munger - Systems, Inversion, and the Lollapalooza Effect
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 ...
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Season 1
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Episode 3
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12:54
Marcus Aurelius - The Inner Game of Investing
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 ...
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Season 1
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Episode 2
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12:08
Cyrus the Great - Timeless Lessons on Power, Systems, and Legacy
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...
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Season 1
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Episode 1
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12:45
