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What 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 of flip created a dynasty that still owns Mayfair and Belgravia today.

In This Episode, You'll Discover:

• The 99-year lease strategy that generated 300+ years of passive income
• Why the Grosvenors NEVER sell their core assets (and how this applies to your portfolio)
• How they survived German bombs, death taxes, and economic crashes
• The 6 timeless principles that built their $15 billion empire
• Why focusing on tenant quality beats chasing maximum rents
• How to think like a dynasty builder instead of a property trader

Key Takeaways:

• Location timing: Buy in the path of progress, then wait for progress to come to you
• Never sell core assets - the Grosvenors haven't sold a London property in 345 years
• Income first, appreciation second - those 1720s ground rents still pay today
• Quality tenants create quality assets
• Think in decades, not years
• Geographic diversification with strategic consistency

Whether you're buying your first duplex or building a multi-million dollar portfolio, the Grosvenor principles of patient capital and generational thinking will change how you approach real estate investing.

Plus: Arie shares personal stories about chasing maximum rents vs. tenant quality, raising kids to preserve wealth, and why time is your greatest investment asset.

Think well, act wisely, and build something timeless.

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If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

Think Well. Act Wisely. Build Something Timeless.

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When 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:

• Why Caesar always built the fort first — and why most investors don’t
• How local terrain always beats central planning
• Why logistics, not genius, win wars (and deals)
• How to stretch your time horizon without losing conviction
• And why the edge of empire is always more fragile than it looks

This episode isn’t about history for history’s sake.

It’s about mastering the timeless mechanics of risk, power, and execution — the kind that don’t change, even 2,000 years later.

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If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

Think Well. Act Wisely. Build Something Timeless.

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What’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 from Daniel Kahneman, Nassim Taleb, and Philip Tetlock — plus real-world investing stories from the 2020–2023 real estate cycle — Arie explores why the most successful investors aren’t the ones who are sure, but the ones who are prepared.

If you’re an operator, LP, capital allocator, or just someone trying to make smarter decisions under uncertainty — this is the episode for you.

Articles referenced in this podcast:

The Overconfidence Bias

Alpha & Beta In Real Estate Investing

Subscribe to the Timeless Investor Newsletter for our long-form content.

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What 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 when the system itself starts to rot.

If you’re an investor, a builder, or just someone trying to understand where this all leads… this one’s for you.

Articles referenced in the show:

How British Empire Financialized the World

The Golden Era of Money

The Empire that Lasted 1000 Years

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What 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 military to monetary dominance

• And what this all reveals about the financialization of empires — from the 1800s to today

This is more than a story about the past. It’s a blueprint for how modern power works.

This story is often repeated in financial lore — sometimes exaggerated or apocryphal — and should be understood in the context of broader shifts in capital, not ethnicity or identity.

📰 Read the companion essay and subscribe to The Timeless Investor Substack:

👉 https://lombardequities.substack.com

🎧 Subscribe, share, and leave a review if this episode sharpened your lens.

Act well. Think wisely. Build something Timeless.

Subscribe to the Timeless Investor Newsletter for our long-form content.

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If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

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In 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 principles of discipline, patience, and execution that still separate those who build fleeting empires... from those who build ones that endure.

—
Subscribe to The Timeless Investor Newsletter for more, and the free PDF "Build like Basil II": https://lombardequities.substack.com/

Subscribe to the Timeless Investor Newsletter for our long-form content.

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Charlie 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 thinking
• The “mental models” Munger used to filter reality
• The principle of inversion — and why solving for failure matters
• How the Lollapalooza Effect explains bubbles, pandemics, and real estate mania
• Why Munger loved real estate — and how he approached investing in it

We also talk about how modern tools like AI (when used wisely) can help investors today think more clearly — and how timeless principles still matter more than ever.

If you're trying to become a better investor, thinker, or leader — this one’s for you.

📚 Book referenced: Poor Charlie’s Almanack
🔗 Newsletter: The Timeless Investor Newsletter

Get Timeless Wealth Here

Subscribe to the Timeless Investor Newsletter for our long-form content.

Follow the Timeless Investor Show if you want to hear more of our podcast content.

If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

Think Well. Act Wisely. Build Something Timeless.

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In 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 intelligence
• The difference between control and acceptance in business
• How Stoic thought prepares you for market cycles, setbacks, and success
• And why some of the greatest investors in history turn to Meditations as a mental anchor

This episode is for anyone building something big — and trying to stay centered while doing it.

Listen in and think like an emperor.

Act well. Think wisely. Build something timeless.

🔗 Stay Connected

Get Timeless Wealth Here

Subscribe to the Timeless Investor Newsletter for our long-form content.

Follow the Timeless Investor Show if you want to hear more of our podcast content.

If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

Think Well. Act Wisely. Build Something Timeless.