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The Timeless Investor

Arie van Gemeren, CFA

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.

Platform
Substack
PricingFreemiumPublishesDaily
Issues225Founded5 years agoLast Issue6 days ago
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Latest Issues

The Exorbitant Privilege (Video)

This is the long-form video companion to our prior Substack post called “The Exorbitant Privilege”.

This is also available on YouTube and via Podcasts.

Subscribe to The Timeless Investor if you haven’t already!

The Timeless Investor is...

6 days ago
1

The Islamic Roots of Modern Wall Street

Most educated people know the story of where modern banking came from. It came from Renaissance Italy: the Medici of Florence, double-entry bookkeeping, the great merchant houses of Venice and Genoa financing the trade of the world. It is a...

6 days ago
10
1

How Conrad Hilton Went from Broke to Legend

This is the companion video and podcast episode to our prior written piece.

Enjoy! And subscribe to our channel if you haven’t already for timeless investing principles from the last 5,000 years.

Arie van Gemeren, CFA

The Timeless Inves...

10 days ago

Privilege, Rice & the Second Owner

Good morning, friends. On Friday, the government told us the economy is booming. I want to spend a few minutes showing you why I don’t believe it.

Here is the headline everyone saw: the U.S. added 172,000 jobs in May, more than double wh...

10 days ago
12
1

Where Risk Goes to Hide

The Iron Law of Financial Regulation

This week's free essay traced how America printed trillions without inflation — the privilege of writing the rules of money. Today's premium piece is the shadow side: what those rules do once they leave...

11 days ago
15
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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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