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The Timeless Investor

Arie van Gemeren, CFA
Tens of paid subscribers

The Timeless Investor is where long-term wealth, clear thinking, and contrarian strategy meet. Each week, Arie van Gemeren breaks down real estate, macro trends, and Timeless Principles for serious investors.

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PricingFreemiumPublishesDaily
Issues251Founded5 years agoLast Issue8 days ago
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Latest Issues

The Philosopher Who Called His Loans

In the autumn of 60 AD, the richest philosopher in the world lived in the Eternal City of Rome and was busy writing away about generosity. And other Stoic principles.

His name was Lucius Annaeus Seneca, or as we know him today - just Sene...

8 days ago
8

The Opium Wars

This is the companion video piece to a well-received article we wrote a few months back. Linked below.

Most everybody knows about The Opium Wars. That infamous event where Britain wanted to sell drugs to China, the Chinese leadership in t...

15 days ago
5

The Long History of Debt

I will admit. This was a fairly ambitious video.

It’s possible it totally fails, but hey - go big I say.

Within, we dive through 4 BIG ideas around debt, including some substantive take-downs of long-cherished ideas such as barter econo...

20 days ago
12
7

Central Banks, Interventions & Markets

Good morning, friends.

On Friday morning in Jackson Hole, Kevin Warsh gave his first speech as Chairman of the Federal Reserve. He called it “In Our Time.” A lot of good stuff (and concerning stuff, if you’re a rate sensitive investor like...

a month ago
7
1

Premium: You Didn't Escape the Behavior Gap. You Deferred It.

Why the rules around Behavioral Finance don’t map perfectly onto Alternative Investments

Every year the financial advice industry publishes a chart proving you’re a bad investor. It’s called the behavior gap, and this year it came in at 72...

a month ago
1
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  • Arie van Gemeren, CFA

    Connecting timeless historic principles to modern-day investing. Founder/CEO of a real estate investment and management company with over $160 million of assets. Ex-Goldman Sachs.

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