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
25 episodes
The Potosí Silver Scandal: How Fraud Destroyed the Spanish Empire
What happens when the world's most trusted currency becomes worthless overnight? Not through war or conquest, but fraud so massive it brings down an empire.This is the story of the Potosí mines scandal - how Spanish officials debased sil...
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Season 1
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Episode 25
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19:06
Black Friday 1866: The Banking Collapse That Changed Finance Forever | Shadow Banking Crisis History
In May 1866, the world's largest financial institution collapsed in a single day, triggering the first global banking crisis and reshaping modern finance forever. Overend, Gurney & Company wasn't just any bank - they were THREE TIMES larger...
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Season 1
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Episode 24
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20:51
From $500M in Called Loans to Self-Storage Empire: Brad Minsley's Vertical Integration Playbook
In 2008, Brad Minsley faced every real estate developer's nightmare: $500 million in loans called across 27 banks. Most operators would have been wiped out. Instead, Brad fought back, survived the crisis, and used those hard-won lessons to buil...
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Season 1
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Episode 23
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1:14:18
The Sassoon Dynasty: From Baghdad to Bombay - How Refugees Built Asia's Real Estate Empire
They called him the Rothschild of the East. But while the Rothschilds moved paper, David Sassoon built infrastructure.In 1829, he fled Baghdad with nothing but two saddlebags of gold. By 1860, his family controlled the largest trading ho...
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Season 1
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Episode 22
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21:24
The Kipper & Wipper Crisis: History's Forgotten Financial Catastrophe
1621. The Thirty Years War is bleeding German treasuries dry, and desperate princes discover what seems like the perfect solution: improve their coins by making them cheaper to produce. What could go wrong?Everything.
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Season 1
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Episode 21
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25:44
Andrew Jackson's War on the Money Monopoly
The president had a bullet lodged in his chest and gold coins in his pocket. His enemy controlled America's entire money supply. What happened next changed American finance for 200 years.In 1833, President Andrew Jackson did somet...
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Season 1
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Episode 20
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28:30
Ray Kroc - The Real Estate Empire Hidden Behind Golden Arches
Most people think Ray Kroc built a hamburger empire. They're wrong.Ray Kroc built the world's largest real estate company, and he just happened to serve hamburgers on top of it. By the time of his death, McDonald's owned more retail real...
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Season 1
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Episode 19
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30:47
John Law: The Gambler Who Destroyed France
The year is 1720. A Scottish murderer who escaped death row has just become the richest man in history. He controls France's entire money supply, tax collection, and colonial trade. In six months, he'll flee Paris dressed as a woman, leaving be...
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Season 1
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Episode 18
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29:28
Real Estate Operations: 8 Years, 550+ Units, Lessons Learned
After 8+ years and $150M+ in real estate acquisitions, here's what actually drives returns: operations, not deals.In this special episode, I break down the operational lessons that separate winning real estate investors from the rest. Fr...
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Season 1
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Episode 17
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33:06
The Man Who Built Florida: Henry Flagler's $3 Billion Railroad to Paradise
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 Americ...
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Season 1
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Episode 16
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24:40
53 Years. 2,000 Units. 0 Blowups. Ron Danz on Real Estate That Lasts
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 ...
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Season 1
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Episode 15
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49:49
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
