The Timeless Investor Show

Arie van Gemeren
  • 5.0 (16)
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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.

  1. 2D AGO

    Time Preference: The Psychology That Built Civilizations

    Notre-Dame Cathedral took 182 years to build. Your iPhone is designed to die in two. The men who laid those first stones knew they would never see the finished building. They planted trees they would never sit under. They built something timeless. We don't do that anymore. What changed? One concept explains it all: Time Preference — the degree to which you discount the future relative to the present. It's the single most important idea I've encountered in my study of wealth across civilizations, and almost nobody talks about it. In this episode, I break down: What time preference is and why it shapes the fate of nationsHow hard money created the Eiffel Tower, the Brooklyn Bridge, and dynastic fortunesWhat happened on August 15, 1971 — and why everything changedRome vs. Byzantium: same empire, different money, 500 years vs. 1,000 yearsHow Spain's silver fortune destroyed them from the insideWhy your buildings, products, relationships, and attention span have all degradedWhy low time preference is now a superpower in a world optimized for immediacy8 practical ways to build low time preference into your life and investmentsThe cathedral builders knew something we've forgotten: patience isn't passive. It's the most aggressive long-term strategy there is. What are you building that will exist in 100 years? — Subscribe to The Timeless Investor newsletter: https://thetimelessinvestor.substack.com Learn more about Lombard Equities Group: https://www.lombardequities.com

    24 min

  2. 6D AGO

    The Butcher's Son Who Bought Manhattan: John Jacob Astor's $276 Billion Fortune

    1837. Banks collapse. Real estate craters 80%. Most investors are wiped out. One 74-year-old immigrant is buying. John Jacob Astor arrived in America with $25 and seven flutes. He scraped fur pelts in a Lower Manhattan shop. He tried — and failed — to colonize the entire West Coast, losing ships, men, and millions when his vessel exploded off Vancouver Island. Then he pivoted to real estate and became the wealthiest American in history. By his death, Astor owned roughly 1% of America's entire GDP — the equivalent of $276 billion today. Senator Tallmadge remarked: "One in every hundred dollars in this country ends up in J. Astor's hands." In this episode, we trace the full arc: the cutthroat fur trade, the global China triangle, the catastrophic Tonquin massacre, the audacious Astoria gambit, and the real estate strategy that turned crisis into dynasty. The lessons? Know when to pivot. Maintain liquidity. Follow infrastructure. And when the panic comes — be the buyer, not the seller. First owners get destroyed. Second owners build dynasties. Which one are you going to be?

    27 min

  3. DEC 15

    How Tax Farming Killed the Ottoman Empire—And What America Does Today

    In 1595, a desperate Sultan auctioned off the right to collect taxes. The buyer—a merchant from Thessaloniki—didn't care if the province starved. His contract was only 3 years. This system, called Iltizam (tax farming), would hollow out one of history's most powerful empires over 300 years. By 1800, it represented 80% of Ottoman revenue—up from 36% a century earlier. But the Ottomans weren't unique. This episode reveals the 5-phase pattern that destroyed Rome, bankrupted Spain, ended British hegemony, and collapsed the Ottoman Empire:→ Building → Success → The Pivot → Decay → Collapse The through-line? Societies that stop building and start extracting have begun to die. Today, we examine America through this lens: manufacturing down from 28% to 11% of GDP, financial services up from 3% to over 20%, private equity strip-mining companies like Ottoman tax farmers stripped provinces. Plus: A framework for investors and citizens navigating extraction economies—including why "being a second owner" may be the smartest play in a system built for liquidation.

    27 min

  4. DEC 12

    How The Black Death Created The Modern World

    October 1347. Twelve ships dock in Sicily. Most of the sailors are already dead. Within three years, half of Europe would be gone. But from that catastrophe came everything: capitalism, individual rights, the printing press, the age of exploration, the scientific revolution, the enlightenment—the very idea that tomorrow can be better than yesterday. You and I are living in a world the plague created. We just don't know it. This is Episode 1 of "How Plagues Transform Humanity"—a new series exploring how pandemics shaped the modern world. TIMESTAMPS:0:00 - The Ships Arrive2:15 - The World That Was Stuck5:30 - Death Arrives9:45 - Feudalism Collapses12:30 - The Church Cracks14:20 - Innovation at Gunpoint18:00 - Why Europe and Not China?21:30 - The World It Made COMING NEXT: Episode 2: The Antonine Plague - How Disease Broke RomeEpisode 3: The Spanish Flu - 50 Million Dead and the Roaring TwentiesEpisode 4: COVID and the Brave New WorldCONNECT: 📩 Newsletter: https://thetimelessinvestor.substack.com💼 LinkedIn: https://linkedin.com/in/arievangemeren SOURCES: Paul Schmelzing, "Eight Centuries of Global Real Rates" (Bank of England, 2020) Robert Allen, "The Great Divergence" David Herlihy, "The Black Death and the Transformation of the West" #BlackDeath #History #Economics #Capitalism #MedievalHistory

    21 min

  5. DEC 8

    When One Bank Almost Destroyed the British Empire | Barings Crisis 1890

    November 8th, 1890. The head of the most powerful merchant bank on earth walks into the Bank of England to confess: in 72 hours, his bank will be bankrupt—and it might take the British Empire down with it. Barings Brothers financed the Louisiana Purchase. They were called "the sixth great power of Europe." And they had just bet everything on Argentina—the AI boom of its era—and lost. The Bank of England had one weekend to prevent global financial collapse. Their entire gold reserve barely covered what Barings owed. If markets panicked, Britain would be forced off the gold standard. Sterling would collapse. The world economy would implode. This is the story of the first modern bailout, the birth of "too big to fail," and the playbook the Fed would use 118 years later in 2008. But here's the kicker: this same bank—survivor of the 1890 crisis—collapsed again in 1995. One rogue trader. One earthquake. Sold for £1. Same disease, different century. In this episode:→ How the yield chase destroyed Britain's mightiest bank→ Why currency mismatch is a silent killer→ The Rothschilds' second owner playbook→ What 1890 teaches us about the next crisis Read more at The Timeless Investor on Substack. Invest alongside us at lombardequities.com. Think well. Act wisely. Build something timeless.

    21 min
  6. When Tokyo Was Worth More Than America: The Japanese Real Estate Bubble & What It Means for Today

    DEC 1

    When Tokyo Was Worth More Than America: The Japanese Real Estate Bubble & What It Means for Today

    Send us a text In 1989, the land under Tokyo's Imperial Palace was worth more than all of California. Tokyo's real estate exceeded the entire United States in value. The Nikkei hit 38,957 — and didn't reach that level again until February 2024. This isn't ancient history. It's a warning. In this episode, I break down the Japanese real estate bubble — the most spectacular property mania in modern history — and why the playbook Japan invented after the crash is running in U.S. commercial real estate right now. Syndicators making capital calls instead of handing back keys. Lenders restructuring instead of foreclosing. Everyone waiting for rate cuts to bail them out. This is "extend and pretend" — and we know how it ends. But there's something bigger happening. Japan just ended 8 years of negative interest rates. The carry trade — trillions of dollars borrowed in cheap yen and deployed globally — is unwinding. This has massive implications for capital flows, real estate, and your portfolio. We cover: → How the Plaza Accord planted the seeds of Japan's bubble → The psychology of mania: why smart people believed absurd valuations → The crash: 70% declines that still haven't recovered 35 years later → "Extend and Pretend" — Japan's invention, America's current strategy → Why Japan's rate hikes in 2024-2025 matter for global investors → Five timeless lessons every real estate investor needs to know Wednesday's episode dives deep into the carry trade. Stay tuned. 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.

    16 min
  7. The Lloyd’s Disaster: How 34,000 Investors Lost Everything

    NOV 24

    The Lloyd’s Disaster: How 34,000 Investors Lost Everything

    Send us a text In 1993, thousands of investors around the world opened letters from Lloyd’s of London demanding sums that didn’t seem real. £300,000. £1 million. £3 million. Not money they invested — money they owed. Doctors, farmers, aristocrats, retirees… entire families financially erased overnight. In this episode of The Timeless Investor Show, I break down one of the greatest financial catastrophes in modern history — the Lloyd’s Disaster — where 34,000 individuals were ruined by a perfect storm of hidden liabilities, insider knowledge, and a 300-year-old system that finally buckled under its own complexity. You’ll learn: How the Lloyd’s underwriting system really workedWhy insiders saw the asbestos time bomb coming decades in advanceThe LMX Spiral: the financial snake eating its own tailHow social proof and exclusivity trapped thousands of wealthy investorsWhy this same pattern is unfolding again today in real estate, private credit, and alternative investmentsHow to protect yourself from hidden tail risk and complexity trapsThis isn’t just a historical breakdown.  It’s a blueprint for avoiding the next great financial wipeout. If you invest in real estate, private credit, insurance, syndications, funds, or any alternative assets — this story is essential. Think well. Act wisely. Build something timeless. - Arie van Gemeren, CFA 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.

    23 min
  8. Pattern Recognition, Humility, and the YouTube Deal That Changed Everything — Sean Dempsey

    NOV 17

    Pattern Recognition, Humility, and the YouTube Deal That Changed Everything — Sean Dempsey

    Send us a text In 2005, Sean Dempsey tried to buy a tiny video startup on behalf of Google.  The founders laughed him off. Eighteen months later, Google paid $1.65 billion for that same company… and the entire industry mocked the decision. Analysts called it reckless. Wall Street rolled its eyes. Today, that acquisition is worth over $300 billion. In this episode, Sean — now co-founder of Merus Capital and an investor in multiple unicorns — breaks down the real story behind the YouTube deal and the deeper lessons it reveals for founders and investors: We get into: Why the best investors change their minds faster than everyone elseHow to update your beliefs when the data shiftsPattern recognition vs. predictionWhy humility compounds longer than “genius”The mental models that separate long-term winners from one-cycle blowupsLessons Sean carried into building Merus Capital and delivering 4.2x+ fund multiplesIf you care about decision-making, inflection points, and developing an investor’s mindset, this conversation is a masterclass. 👉 Watch the full interview on YouTube here 👉 Follow for more conversations on real estate, investing, and building enduring wealth 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.

    58 min
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5
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About

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.

Information

  • Creator
    Arie van Gemeren
  • Years Active
    2K
  • Episodes
    39
  • Rating
    Explicit
  • Copyright
    © Arie van Gemeren
  • Show Website
    The Timeless Investor Show

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