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The Timeless Investor Show

Arie van Gemeren
Real Estate
Real Estate Investing
Investment Strategies
Hyperinflation
Roman Empire
Inflation
Andrew Carnegie
London
Federal Reserve
Andrew Jackson
Real Estate Investment
Kipper and Wipper Crisis
Shadow Banking
Fiat Currency
Vertical Integration
Stoicism
Florida
British Empire
Investing
Insurance Market

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 stewards... more

PublishesWeeklyEpisodes59Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Timeless Investor Show

Latest Episodes

On October 27, 1954, Conrad Hilton signed the largest real estate deal in history—the $111 million acquisition of the Statler Hotel Company. But the real story began 22 years earlier, in 1932, when Hilton was clinically insolvent and locking the door... more

The warrior class of Tokugawa Japan was, in an accounting sense, already bankrupt to its own bond market by 1800. This episode explores the fascinating history of the Dojima Rice Exchange—the world's first organized futures market—and how it quietly ... more

In 541 AD, the Roman Empire was on the brink of a historic restoration. Under Emperor Justinian, North Africa and Italy had been reconquered, the Hagia Sophia stood as a marvel of the world, and a unified legal code was being established across the M... more

In 1925, Charles Ponzi stepped off a train in Florida with a suitcase and a fresh federal conviction. While history treats his "swamp land" scheme as a footnote, it was actually the ultimate signal for the greatest real estate bubble in American hist... more

Key Facts

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Recent Guests

Mario Innecco
Owner and host of Maneco64 YouTube channel; expert on precious metals and monetary history
Maneco64
Episode: Gold, the Dollar, and the Monetary System That's Cracking | Mario Innecco
Sean Dempsey
Co-founder of Merus Capital, investor in multiple unicorns
Merus Capital
Episode: Pattern Recognition, Humility, and the YouTube Deal That Changed Everything — Sean Dempsey
Brad Minsley
CEO of Ten Federal, self-storage development and management
Ten Federal
Episode: From $500M in Called Loans to Self-Storage Empire: Brad Minsley's Vertical Integration Playbook
Ron Danz
Close friend, mentor, and business partner of the host, with 53+ years in real estate and extensive real estate holdings
Episode: 53 Years. 2,000 Units. 0 Blowups. Ron Danz on Real Estate That Lasts
Tony DeFede
Partner and Chief Risk Officer at Union Risk Services
Union Risk Services
Episode: The Hidden Wealth Transfer: How Insurance Captives Control the Game

Host

Arie van Gemeren
Host of The Timeless Investor Show

Reviews

5.0 out of 5 stars from 17 ratings
  • Great listen!

    Timeless indeed! Arie takes the lessons of the past and delivers them in tangible and useful ways for use in the present. I look forward to listening to more from Arie and The Timeless Investor!

    Apple Podcasts
    5
    Optimism pays
    United States9 months ago
  • This pod rules

    Not another run of the mill investing podcast. Arie is a master at using lessons from history to teach us modern day lessons that we can apply to our own investing decisions. If you like history, investing, or both (like me), this is the pod for you.

    Apple Podcasts
    5
    The Saucetown Investor
    United States9 months ago
  • Insightful Dive into Real Estate with Arie van Gemeren

    Arie Van Gemeren’s podcast is a masterclass in insightful and engaging conversation. As a guest discussing my journey in commercial real estate—spanning self-storage, multifamily, and the challenges of the Great Financial Crisis, as well as building 10 Federal Self Storage—I was thoroughly impressed by Arie’s preparation and depth of knowledge. His thoughtful questions drew out nuanced perspectives, seamlessly weaving together my experiences with broader industry insights. Arie’s ability to guid... more

    Apple Podcasts
    5
    guest_ something
    United States9 months ago
  • 10/10 Podcast

    There is a reason why the Timeless Investor Podcast is gaining so much traction, the host (Arie) is an actual investor, so he is bringing not only quality guest and content but he understands real estate as good as any! Love the show and can’t wait for the next episode!

    Apple Podcasts
    5
    RE Cowboy
    United States9 months ago
  • Great blend of engaging storytelling and historical analysis

    This podcast is a great extension of Arie’s book, seamlessly blending engaging storytelling with historical analysis. He does an excellent job distilling timeless lessons that remain highly relevant today. Looking forward to more - keep up the great work!

    Apple Podcasts
    5
    AS80810
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

History-informed insights translate into practical investing lessons.
Guests bring valuable real-world perspectives and expertise.
Shows depth and discipline in real estate investing.
The host delivers thoughtful, well-prepared interviews and narratives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#207
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

From $500M in Called Loans to Self-Storage Empire: Brad Minsley's Vertical Integration Playbook
Q: What markets were you guys in, and where did you focus before the GFC hit?
We started in the Raleigh-Durham area, expanded to Florida (Tampa) and then Texas (Houston) as opportunities emerged; the GFC forced us to reassess aggressively, leading to a shift from heavy development into more stable, value-oriented platforms and later to self-storage and vertical integration.
Pattern Recognition, Humility, and the YouTube Deal That Changed Everything — Sean Dempsey
Q: How did Merus approach fundraising during the 2008 financial crisis?
The founders secured an initial close early in 2008 with family-office oriented investors, learned from the harsh market conditions, and emphasized their belief in their thesis and the ability to generate returns despite the downturn, which laid the groundwork for future fundraising.
Gold, the Dollar, and the Monetary System That's Cracking | Mario Innecco
Q: What is the petrodollar system, and is it under threat?
The petrodollar system emerged after Nixon's 1971 move, tying oil transactions to dollars and creating demand for dollars worldwide. It has supported U.S. fiscal capacity but also created fragility by tying global energy markets to U.S. debt finance. The guests discuss threats from BRICS-led payment systems, yuan-based trade, and sanctions resilience that could erode the petrodollar's dominance over time.
Gold, the Dollar, and the Monetary System That's Cracking | Mario Innecco
Q: Why are central banks building up gold reserves now?
Central banks are diversifying away from the dollar, reacting to the policy environment after the financial crisis, and seeking a neutral asset that is not subject to sanctions or credit default risk. Gold provides resilience, and these nations aim to reduce exposure to U.S. monetary policy and dollar-denominated risk while preparing for a potential shift in the global monetary architecture.
Gold, the Dollar, and the Monetary System That's Cracking | Mario Innecco
Q: What is driving gold's outperformance in recent years?
Mario attributes it to a mix of rising inflation in the real sense (not fully captured by CPI), the debasement of fiat currencies, and a broader realization that gold is money and a store of value. He also notes the geopolitical backdrop and the growing public awareness that fiat systems can erode purchasing power, which supports demand for gold as a hedge and reserve asset.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About The Timeless Investor Show

What is The Timeless Investor Show about and what kind of topics does it cover?

A history-forward investing show that blends macroeconomics, cycles, and wealth-building with a strong emphasis on real estate. Listeners hear long-horizon frameworks drawn from past empires, monetary shifts, and asset pricing, all translated into actionable investing lessons for today. Episodes spotlight how fiscal and monetary history shapes markets, strategy, and risk, with a consistent focus on patient, durable strategies over flashy bets. The host's style—curious, principled, and well-versed in both economic theory and practical real estate—tends to attract serious investors who value time-tested wisdom and rigorous analysis.

A standout is the clear penchant for connecting big-picture history to everyday investment decisions, includin... more

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Which podcasts are similar to The Timeless Investor Show?

These podcasts share a similar audience with The Timeless Investor Show:

1. The Morgan Housel Podcast
2. Macro Voices
3. Excess Returns
4. Focused Compounding
5. The Meb Faber Show - Better Investing

How many episodes of The Timeless Investor Show are there?

The Timeless Investor Show launched a year ago and published 59 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Timeless Investor Show?

Recent guests on The Timeless Investor Show include:

1. Mario Innecco
2. Sean Dempsey
3. Brad Minsley
4. Ron Danz
5. Tony DeFede

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