Shows
The Timeless Investor ShowJohn Law: The Gambler Who Destroyed FranceSend us a textThe year is 1720. A Scottish murderer who escaped death row has just become the richest man in history. He controls France's entire money supply, tax collection, and colonial trade. In six months, he'll flee Paris dressed as a woman, leaving behind the world's first modern financial collapse.Meet John Law - convicted killer, mathematical genius, and the man who created paper money, quantitative easing, and stock market bubbles 300 years before the Federal Reserve existed. His Mississippi Company scheme turned servants into millionaires overnight, crashed to zero, and set in motion events...2025-08-1129 min
The Timeless Investor ShowReal Estate Operations: 8 Years, 550+ Units, Lessons LearnedSend us a textAfter 8+ years and $150M+ in real estate acquisitions, here's what actually drives returns: operations, not deals.In this special episode, I break down the operational lessons that separate winning real estate investors from the rest. From why I stopped talking to middle management and started calling leasing agents directly, to the $2,200 water heater mistake that taught me about cost control.What You'll Learn:The "get in the weeds" philosophy - why Basil II managed his empire from the battlefield, not the throne roomTenant retention early warning...2025-08-0533 min
The Timeless Investor ShowThe Man Who Built Florida: Henry Flagler's $3 Billion Railroad to ParadiseSend us a textIn 1885, Florida was nothing but swamps and mosquitoes. By 1915, it was America's winter playground. One man made that transformation happen: Henry Flagler.This is the story of the most audacious real estate development project in American history - how a 55-year-old Standard Oil co-founder spent $100 million building a 400-mile railroad through impossible terrain to create an entire state's economy.In this episode, you'll discover:How Flagler used vertical integration to control every piece of the value chainWhy he built luxury hotels as "marketing" for land developmentThe...2025-07-2924 min
The Timeless Investor Show53 Years. 2,000 Units. 0 Blowups. Ron Danz on Real Estate That LastsSend us a textRon Danz never set out to be a podcast guest. He just quietly built one of the most resilient real estate portfolios in the Pacific Northwest.Starting with $500 down on a beat-up house near the University of Washington, Ron spent the next 53 years methodically acquiring 2,000+ apartment units and 400,000 square feet of commercial real estate—without ever blowing up.In his first-ever podcast interview, he shares the timeless lessons that helped him survive six major real estate cycles, from the Boeing Bust to the Volcker Fed to the Gr...2025-07-2149 min
The Timeless Investor ShowAndrew Carnegie: From $1.20 a Week to $15 Billion - The Steel Baron's Blueprint for Operational ExcellenceSend us a text$1.20 a week → $480 million exit. How did a 13-year-old Scottish immigrant become one of the richest men in history?In this deep dive into Andrew Carnegie's life, we uncover the four timeless principles that built the largest steel empire in the world—and why they're more relevant than ever for real estate investors.What You'll Learn:🔍 Information Arbitrage: How Carnegie turned telegraph operator insights into massive investment wins (including a $217 investment that generated $5,000 annually)⚙️ Cost Control Obsession: The revolutiona...2025-07-1436 min
The Timeless Investor ShowThe Hidden Wealth Transfer: How Insurance Captives Control the GameSend us a textMost real estate investors think insurance is just a cost of doing business. They're wrong.Insurance is the ultimate wealth transfer mechanism—and most of us are on the losing side.In this episode, I sit down with Tony DeFede from Union Risk to uncover how captive insurance programs work, why Warren Buffett has used them for decades, and how real estate investors can flip the script from paying premiums to collecting them.What You'll Learn:Why insurance premiums have exploded 2-3x (and wh...2025-07-0741 min
The Timeless Investor ShowBlood, Marble & Rent Rolls: How the Medici Built History's First Real Estate EmpireSend us a textPicture 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 Giov...2025-06-3030 min
The Timeless Investor ShowAmerica's Monetary Dictator: How Paul Volcker Saved an EmpireSend us a textWhen 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 an...2025-06-2322 min
The Timeless Investor ShowMarcus Crassus: From Bankruptcy to Billions Through Ancient Real EstateSend us a textThe 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...2025-06-1634 min
The Timeless Investor ShowThe $15 Billion Marriage: How One Family Built a 345-Year Real Estate DynastySend us a textWhat if one strategic decision in 1677 could create $15 billion in wealth that lasts 345 years?In this episode, Arie tells the incredible story of the Grosvenor family - the British dynasty that survived the Great Fire of London, two World Wars, multiple market crashes, and Brexit while building one of the world's largest real estate empires.It all started with Thomas Grosvenor's marriage to 12-year-old Mary Davies and her "worthless" 500 acres of London swampland. While everyone else saw marshes, Thomas saw the future of London. His decision to hold instead...2025-06-0922 min
The Saucetown Investor PodcastFrom Rothschilds to Bitcoin: Ari Van Gemeren’s Guide to Modern FinanceIn this episode of The Saucetown Investor Podcast, host Matt Cox sits down with Arie Van Gemeren, founder and CEO of Lombard Equities Group, to explore the evolution of money, investing, and real estate. Ari shares his contrarian investment strategies, his take on investing in blue states, and why he’s bullish on vintage properties.They dive deep into a recent Seattle real estate deal, cap rate trends, and the current state of the market. Ari also unpacks the philosophical foundation of his brand "The Timeless Investor", reflecting on the Rothschild family's influence on modern finance, the ro...2025-06-051h 05
The Timeless Investor ShowLetters from Gaul: Caesar’s Laws: Strategic Discipline at the Edge of ChaosSend us a text“In war, events of importance are the result of trivial causes.”– Julius Caesar, Commentarii de Bello GallicoWhen Julius Caesar set out to conquer Gaul, he didn’t rely on raw force or divine luck. He relied on systems. Strategy. Discipline. And an unshakable understanding of how empires are actually built — and lost.In this first installment of Letters from Gaul, I explore five timeless laws Caesar deployed in the field — and how they map directly to investing, operations, and capital stewardship in today’s world.We talk:2025-06-0217 min
The Timeless Investor ShowConviction Without Certainty: How Great Investors Move in Uncertain TimesSend us a textWhat’s the difference between conviction and certainty?In this episode, Arie van Gemeren — fund manager, real estate investor, and author of Timeless Wealth — unpacks one of the most overlooked distinctions in investing and decision-making.Certainty can blind you. It locks you into narratives, filters out risk, and creates fragility.But conviction? Conviction is different. It’s not about being right — it’s about building a process you trust, having the courage to act, and the humility to adapt when the facts change.Drawing on insights fro...2025-05-2621 min
The Timeless Investor ShowEmpire, Decay, and the Modern Investor’s DilemmaSend us a textWhat do Rome, Spain, and Britain have in common?They each ruled the world — and then quietly collapsed from within.In this episode of The Timeless Investor Show, we explore how three of history’s greatest empires fell — not from outside invasion, but from internal decay. From currency debasement and over-financialization to the erosion of civic discipline, the warning signs were always there.More importantly, we connect these patterns to the modern world — and what today’s investors can learn about resilience, scarcity, and how to protect wealth whe...2025-05-1924 min
The Timeless Investor ShowFrom Battlefield to Bond Market - Rothschild’s Rise and the Birth of Modern FinanceSend us a textWhat if the most decisive moment of the Napoleonic Wars didn’t happen on the battlefield — but on the bond desk?In this episode of The Timeless Investor Show, Arie van Gemeren unpacks one of the most legendary (and controversial) financial trades in history: Nathan Rothschild’s alleged bond market coup during the Battle of Waterloo.We explore:• How the Rothschild network outpaced governments with faster intelligence• Why market psychology is the ultimate weapon in financial warfare• How this moment marked the shift from militar...2025-05-1216 min
The Timeless Investor ShowBasil the Bulgar-Slayer - How Relentless Discipline Builds Enduring EmpiresSend us a textIn a world obsessed with charisma and speed, Basil II built something different.Today, we explore the life and lessons of one of the most overlooked yet ruthless emperors in history — Basil the Bulgar-Slayer.Through 40 years of relentless discipline, strategic patience, and brutal clarity of mission, Basil crushed his empire’s greatest enemy and left Byzantium stronger than it had been in 400 years.What does his story teach us about investing, leadership, and building real wealth today?Join me as we dig into the timeless prin...2025-05-0512 min
The Timeless Investor ShowThink Like Munger - Systems, Inversion, and the Lollapalooza EffectSend us a textCharlie Munger wasn’t just Warren Buffett’s right-hand man — he was a builder of mental systems, a student of history, and a principled real estate investor.In this episode of The Timeless Investor Show, we explore the timeless lessons Munger left behind:The power of multidisciplinary thinkingThe “mental models” Munger used to filter realityThe principle of inversion — and why solving for failure mattersHow the Lollapalooza Effect explains bubbles, pandemics, and real estate maniaWhy Munger loved real estate — and how he approached investing in itWe also talk about how modern too...2025-04-2912 min
The Timeless Investor ShowMarcus Aurelius - The Inner Game of InvestingSend us a textIn this episode of The Timeless Investor Show, we explore the life and writings of Marcus Aurelius — Roman emperor, philosopher, and author of Meditations.What does a 2,000-year-old Stoic emperor have to do with modern investing, entrepreneurship, or leadership? A lot.We talk about:Why emotional discipline matters more than intelligenceThe difference between control and acceptance in businessHow Stoic thought prepares you for market cycles, setbacks, and successAnd why some of the greatest investors in history turn to Meditations as a mental anchorThis episode is for an...2025-04-2912 min
The Timeless Investor ShowCyrus the Great - Timeless Lessons on Power, Systems, and LegacySend us a textIn the opening episode of The Timeless Investor Show, we explore the life and leadership of Cyrus the Great — a man whose influence echoes across centuries.Cyrus wasn’t remembered just for what he conquered. He was remembered for how he ruled — with trust, strategic systems, and a long-term vision that built the foundations of an empire that outlived him.In this episode, we dive into:How Cyrus built trust instead of ruling by fearHow he created enduring systems rather than personal empiresWhat modern real estate investors, builders, and en...2025-04-2812 min
Lifetime Cash Flow Through Real Estate InvestingEp #1,075 - Listen To This Podcast To Get Ahead Of 99% Of People In Real EstateArie van Gemeren is the Founder and Owner of Lombard Equities Group, a real estate investment firm with a portfolio valued near $150 million, focused on tier-1 value-add properties in major West Coast cities. With experience as a Principal at Rising Tide and an investment advisor at Goldman, Sachs & Co., where he oversaw $4 billion in client assets, Arie brings a strong financial background. He earned his CFA designation and holds degrees in History, Political Science, and Philosophy from UC Davis, where he competed in Division 1 swimming. Arie lives in Portland, Oregon, with his wife and four children and serves on...2025-03-0352 min
Street Smart Success267: There’s Less Risk And Great Upside In Core West Coast MarketsIn supply constrained major metro markets with large employment bases, there’s always a strong rental market of young professionals who crave quality amenities. After the first Covid waves, we’ve seen rents come back in major metropolises and even exceed what they were pre-pandemic. Although there can be more brain damage dealing with challenges like regulations in these markets, prices have moderated and there are great buying opportunities for buildings with under market rents. Arie Van Gemeren, Principal and Founder of Lombard Equities, is buying older buildings in the urban cores of the Bay Area and the Pacific Nort...2023-01-3046 min
Multifamily Missteps Hosted by Christy KeetonThe Low Cost Provider is Usually Most Expensive... - Arie van GemerenCheaper is better, right? Well, when it comes to real estate services, that is usually not the case. In fact, the cost for you can even be higher in the long run. Arie van Gemeren highlighted this as he shares the journey of multiple missteps he encountered in his deals. He discusses the dangers of not being properly capitalized - imagine if a significant amount has to be escrowed by the bank a few days before the deal! Arie also stresses the need to understand code compliance for less stress in property management.[00:01 - 06:00...2022-03-0124 min
Westside Investors Network (WIN)16. Why Real Estate? with Arie Van GemerenABOUT ARIE VAN GEMEREN:Arie is the Founder & Managing Member of Lombard Equities Group. Prior to founding Lombard Equities, he was a Principal at Rising Tide Ventures, a technology and healthcare investments firm, where he focused on FinTech and real estate technology companies.He went to UC Davis with a dual major in History and Political Science. He is a Chartered Financial Analyst and lives in the San Francisco Bay Area with his wife and two young children. He speaks Spanish fluently, an aspiring fiction author, and loves to play tennis and do...2021-03-1249 min
Manos Accelerator via Google LaunchpadHow to Pitch VC's and Raise Funds From Silicon Valley Investors - Arie van Gemeren, Rising Tide VCArie is a Principal at Rising Tide VC, an early stage investments firm with a focus on early-stage technology and healthcare. Arie is focused on big ideas in FinTech, InsurTech, real estate and blockchain technology, and also on delivering value-add work for the Firm's current portfolio of promising companies as well as the Firm's tremendous group of Limited Partners.
Previously he served as an investment advisor with Goldman, Sachs & Co., advising a very exclusive group of ultra-wealthy families and institutions across the United States and abroad on all manner of investments. Prior to this he was...2019-09-1416 min