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When Leading Indicators Lead
What the Indicators are telling us about a recession
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Weekly insights on real estate, long-term investing, and timeless frameworks — written by investor and operator Arie van Gemeren.
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Recent posts
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The Panic of 33 AD
When Rome Invented Quantitative Easing
Sep 24
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Arie van Gemeren, CFA
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When the World's Safest Bank Died in 12 Hours
The forgotten crisis that created modern finance – and why it's happening again
Sep 22
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Arie van Gemeren, CFA
5
20:51
Rate Cuts, The Spanish Fury and Self-Storage Empires
And more from the front lines
Sep 20
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Arie van Gemeren, CFA
6
The Rate Cut Deception
And why falling rates won't save real estate
Sep 19
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Arie van Gemeren, CFA
5
The Spanish Fury
When the World's Financial Capital Died in Three Days
Sep 17
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4
Timeless Investor Show
View all
20:51
When the World's Safest Bank Died in 12 Hours
The forgotten crisis that created modern finance – and why it's happening again
Sep 22
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Arie van Gemeren, CFA
5
1:14:18
$500 Million in Loans Called. He Went to War — and Won.
How Brad Minsley overcame 2008 and built a self-storage empire
Sep 15
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Arie van Gemeren, CFA
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Brad minsley
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21:19
The Refugee Who Built Asia's Real Estate Empire
And why his playbook still works
Sep 8
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1
10:08
The Big 5 LP Mistakes
And how it's costing investors millions
Sep 3
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25:44
The Kipper & Wipper Crisis: History's Forgotten Financial Catastrophe
Watch now | How medieval Germany created Europe's first hyperinflation and taught us everything about currency debasement
Sep 1
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2
40:26
Interview: Why the French Revolution Started with Real Estate
Led by the fantastic Mario Innecco
Aug 31
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Arie van Gemeren, CFA
1
24:40
The Railroad to Paradise
How Henry Flagler Built Florida (And What It Teaches Modern Investors)
Jul 29
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1
23:10
Premium Episode: The Basil II Operations Playbook
Behind-the-Scenes: How I'm Actually Building This Business
Jul 26
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Arie van Gemeren, CFA
Timeless Five
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Rate Cuts, The Spanish Fury and Self-Storage Empires
And more from the front lines
Sep 20
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Arie van Gemeren, CFA
6
Rates Break, Narratives Crack, and Deflation
Why deflation isn't the enemy, how Antwerp lost global finance in three days, and the automation revolution in self-storage
Sep 13
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Arie van Gemeren, CFA
1
Anemic Jobs, Falling Rates & the West Coast Renaissance
What Really Matters While Markets Fixate on Fed Policy
Sep 6
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Warehouse Empires, Rent Growth, and Central Bank Wars
Five insights from history, markets, and the inbox that won't stop buzzing
Aug 30
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Blood Money, Velocity Signals, and the Milkshake Salesman's Empire
When smart money follows breadcrumbs while the crowd waits for confirmation
Aug 23
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3
Brains, Decks & Debt Paradigms
Fighting AI brain-rot, Kodak's extinction event, and why debt came before money
Aug 17
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3
2
Hell Week, Hard Lessons & Henry Ford's Machine
Solo parenting meets operational excellence, why tulips weren't the problem, and turning insurance from cost to profit
Aug 10
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2
When the Data Lies
How 258,000 missing jobs expose the recency bias trap—plus Florida's swamp king and Portland's contrarian bet
Aug 3
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Arie van Gemeren, CFA
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