July 29, 2026

150. Gold, Oil, and the Cycle Nobody's Watching with Andrew Pancholi

150. Gold, Oil, and the Cycle Nobody's Watching with Andrew Pancholi

Andrew Pancholi doesn't hedge his calls. In Part 2 of his conversation with Dwayne Kerrigan, the cycles analyst behind Market Timing Report lays out exactly where he thinks gold and oil are headed next — the kind of specific, put-your-name-on-it targets most analysts avoid — plus the one year already circled on his calendar for the next real market correction, and why the pullbacks along the way are buying opportunities, not warning signs. Using research that traces back nearly a century, Andy breaks down which years tend to run hot, which tend to break, and the one he's watching most closely right now. Dwayne and Andy also dig into digital currency, BRICS, and whether replacing the US dollar would really just be a way to wipe out national debt — and Andy shares how a historical pattern tied to the Dust Bowl era points toward a coming boom in grain and commodity markets.

Episode Time Stamps:

00:00 Cycles Love Or Hate

00:22 Welcome Back Andrew Pancholi

01:23 Digital Currency Questions

03:40 Crypto Value And BRICS

05:06 AI Bots and Cycle Speed

07:01 NFTs Bitcoin and Scrutiny

09:55 Debt Reset and History

11:41 Future Of Money Risks

14:50 Market Timing Report

18:28 Risk Management Trading Edge

24:00 Market Outlook and Year Cycles

31:10 Gold Oil and Commodity Boom

34:22 Mississippi Grain Crunch

36:08 Gold Cycles Explained

36:53 Why Cycles Matter

40:54 Gold Targets and Pullbacks

42:56 Cycles vs Technicals

45:45 AI and Modern Warfare

53:13 Using AI for Research

58:14 Upside of AI Progress

01:01:28 Detaching From Tech

01:02:46 Where to Find Andrew

01:04:21 Final Takeaways and Wrap

Guest bio: Andrew Pancholi is the founder and CEO of The Market Timing Report, a global macro research service used by professional investors and portfolio managers to identify risk windows and periods of asymmetric opportunity. For over 40 years, he has forecast turning points in markets including the S&P 500, gold, oil, and Bitcoin using time cycle analysis built on the methods of W.D. Gann, Edward Dewey, and Ralph Elliott. He is co-author of the bestselling book Zero Hour with Harry S. Dent Jr. and a board member of the Foundation for the Study of Cycles. Before market timing, Andrew spent decades as a senior pilot for a major flag carrier airline, including roles as Training Captain and Training Standards Captain.

Resources mentioned:

Find Andrew Pancholi's daily cycle updates and forecasts at www.markettimingreport.com or on YouTube at Market Timing Report https://www.youtube.com/@markettimingreport

https://www.linkedin.com/in/andrewpancholi/

https://www.facebook.com/markettimingcyclesanalysis/

Instagram @andrew.pancholi

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Disclaimer: The views, information, or opinions expressed by guests during The Dwayne Kerrigan Podcast are solely those of the individuals involved and do not necessarily represent those of Dwayne Kerrigan and his affiliates. Dwayne Kerrigan or The Dwayne Kerrigan Podcast is not responsible for and does not verify the accuracy of any of the information contained in the podcast series. The primary purpose of this podcast is to educate and inform. Listeners are advised to consult with a qualified professional or specialist before making any decisions based on the content of this podcast.