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The Timeless Investor Show

The Timeless Investor Show

De: Arie van Gemeren
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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.

© 2025 The Timeless Investor Show
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Episodios
  • Blood, Marble & Rent Rolls: How the Medici Built History's First Real Estate Empire
    Jun 30 2025

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    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 investment empire in human history.

    In this episode, I take you inside the original family office. We're going inside the Medici Method—how a wool merchant named Giovanni de' Medici built a real estate empire using strategies that work just as well in today's markets as they did 600 years ago.

    What you'll discover:

    • Why the Medici weren't just bankers—they were history's first international property empire builders
    • How Giovanni used "information advantage + strategic asset accumulation" to create compounding wealth
    • The revolutionary accounting system that gave them precision their competitors couldn't match
    • Why Lorenzo survived financial collapse when other banking dynasties disappeared forever
    • How strategic real estate ownership creates political influence (and more investment opportunities)
    • The timeless lesson that saved the Medici: "You can't eat a stock certificate, but you can always collect rent on a building"

    Modern applications for today's investors:

    • Geographic diversification with local knowledge (not speculation)
    • Why real estate isn't just about cash flow—it's about influence and optionality
    • How cultural amenities and infrastructure improvements drive property values
    • The difference between using leverage as a tool vs. a strategy
    • Building systems that create generational wealth, not just annual returns

    This isn't just a history lesson—it's a masterclass in building wealth that endures across centuries. From Renaissance Florence to modern America, the principles don't change. Real assets beat paper assets. Strategic positioning beats speculation. And long-term thinking beats short-term optimization.

    The Medici figured this out 600 years ago. Their methods are just as relevant today.

    If you're serious about building real wealth, this episode will change how you think about real estate investing forever.

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    31 m
  • America's Monetary Dictator: How Paul Volcker Saved an Empire
    Jun 23 2025

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    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, unaccountable monetary discipline.

    In this episode, we explore how one man's willingness to inflict maximum pain on the present preserved the American empire for another generation. From Carter's "malaise" to the Saturday Night Massacre that sent Fed funds to 20%, this is the story of leadership when democracy fails.

    What You'll Learn:

    • Why Nixon really closed the gold window (hint: Vietnam + welfare state)
    • How Volcker became America's monetary dictator—and why it worked
    • The ancient Roman concept of emergency leadership that saved republics
    • The "Volcker Test" for your investment portfolio
    • Why we probably won't get another Volcker (and what that means for your wealth)

    From wooden planks mailed in protest to the longest peacetime expansion in history—this is empire preservation in real time.

    Perfect for: Real estate investors, students of monetary history, and anyone wondering if democracies can still make hard choices.

    Key Question: Do empires need philosopher-kings to survive? And what happens when they can't find them?

    Resources Mentioned:

    • Charles de Gaulle's "exorbitant privilege" critique
    • Carter's July 1979 "malaise" speech
    • Vietnam War financing and the gold standard
    • Roman concept of emergency dictators

    #TimelessInvestor #PaulVolcker #MonetaryPolicy #EmpireHistory #RealEstateInvesting #FederalReserve #InflationHistory

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

    Más Menos
    23 m
  • Marcus Crassus: From Bankruptcy to Billions Through Ancient Real Estate
    Jun 16 2025

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    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?

    In this episode, I dive deep into Crassus's playbook:

    • How he turned political chaos into real estate gold during Sulla's proscriptions
    • The legendary fire brigade business model that built his empire
    • Why he focused on cash flow over appreciation (sound familiar?)
    • The fatal mistake that destroyed everything he'd built

    You'll learn timeless principles that still work today: buying from motivated sellers, vertical integration, patient capital, and why staying in your lane matters more than chasing headlines.

    This isn't just ancient history - it's a masterclass in real estate investing from the man who owned 1/3 of Rome.

    Perfect for real estate investors, entrepreneurs, and anyone who believes that understanding the past is the key to building the future.

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    34 m
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