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The Timeless Investor

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.

Newsletter · By Arie van Gemeren, CFA · English · Paid tier available · Official site

Indexed issues, last 90 days
13
Latest publication
Sep 23, 2026
Audience
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Earliest in this view
Aug 16, 2026

Latest issues

  1. Issue · Sep 23, 2026

    Aristotle Warned Us About Wall Street 2,300 Years Ago (opens the original)

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    A few weeks ago I made a video about Cicero and a grain ship, and it became the biggest thing The Timeless Investor has ever done. That video was about what you owe the person on the other side of the trade. As of the latest count, I think we’ve hit about 200,000 views, which is wild. This one goes a level deeper. It’s about what the trade is for.Around 330 BC, Aristotle drew a line between two ways of getting rich. On

  2. Issue · Sep 18, 2026

    The Mountain that Ate a Civilization (opens the original)

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    The epic tale of how the Spanish owned the world’s biggest and most lucrative silver mine, and still bankrupted themselves and enriched their enemies. Follow The Timeless Investor for more timeless content. Timeless LinksWe’ve been moving big into X. Join us there for more content.Follow us on the Timeless Investor Show on YouTubeOr LinkedIn, if you preferMore on my investment company <a

  3. Issue · Sep 16, 2026

    The Philosopher Who Called His Loans (opens the original)

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    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 Seneca. The man has a storied career. His Letters to a Stoic live on in the hearts and minds of millions (including my own). I’ve read them multiple times. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!-81u!,f_auto,q_auto

  4. Issue · Sep 9, 2026

    The Opium Wars (opens the original)

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    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 their wisdom said “we don’t want the drugs", and then Britain forced them to accept the drugs anyways via military force. It’d be like … Mexico engaging in war with the United States (and winning) to force us to allow them to continue selling us drugs. <p style="

  5. Issue · Sep 4, 2026

    The Long History of Debt (opens the original)

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    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 economics. And we build through the long history of debt jubilees and forgiveness, the current language of sin surrounding debt, and WHY government’s today really have no choice BUT to inflate their debt away. Let me know what you think!Arie <p class

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