Market cycles have been predicting history for over a century and Andrew Pancholi has spent 40 years learning to read them. In this conversation with Dwayne Kerrigan, Andrew breaks down the mathematical patterns behind the 2020 pandemic, the Israel-Iran conflict (called to within 30 hours), the current real estate top, and the geopolitical polarization that mirrors the 1930s almost exactly.

You'll learn why the 18.6-year real estate cycle is pointing to a cooldown and what to do about it, how the 100-year pandemic cycle works, why the 250-year empire cycle puts America at a critical inflection point, and how China has been quietly winning the global resource war while the West has been preoccupied in the Middle East. Andrew also shares his take on AI through the lens of cycles — and why every major boom has ended the same way.
Note: This conversation is for informational and educational purposes only and does not constitute investment advice. Please consult a qualified financial professional before making any investment decisions.

⏱ CHAPTERS:
00:00 Introduction
01:18 Why Global Markets Are Changing
05:42 Economic Cycles That Repeat
10:31 Gold, Inflation & Central Banks
16:18 The Decline of the US Dollar
22:47 The Petrodollar Explained
28:36 Why Debt Is Reshaping Economies
34:22 Commodities & Global Inflation
40:55 Gold vs Fiat Currency
46:18 What Investors Should Watch
52:41 The Future of the US Economy
58:10 China's Long-Term Economic Strategy
1:03:24 The Rise of BRICS & Global Trade
1:08:46 Rare Earth Minerals & Economic Power
1:13:36 China's Infrastructure Strategy Around the World
1:16:25 Russia, Ukraine & Taiwan Risks
1:20:39 What To Watch Next
1:23:22 Closing Thoughts

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EPISODE HIGHLIGHTS:
Why China believes economic influence is more powerful than military conflict
How Sun Tzu's The Art of War still shapes modern geopolitical strategy
China's infrastructure investments across Africa, South America, and the Caribbean
The geopolitical rivalry between China, Russia, and the United States
Why Taiwan and TSMC are critical to the future of AI and semiconductor production
Rare earth minerals and the race for global technological dominance
The future of the US dollar and the petrodollar system
Russia, Ukraine, and the changing balance of global power
The Middle East conflict and its impact on global markets
Economic cycles investors should watch over the next several years

ABOUT ANDREW PANCHOLI:
Andrew Pancholi is the founder and CEO of The Market Timing Report, a global macro research service used by professional investors, portfolio managers, and family offices 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.

CONNECT WITH ANDREW PANCHOLI
Website: https://andrewpancholi.com/
LinkedIn: https://www.linkedin.com/in/andrewpancholi/

CONNECT WITH DWAYNE KERRIGAN:
Website: https://dwaynekerrigan.com
YouTube: https://www.youtube.com/@TheDwayneKerriganPodcast
Podcast: https://dwaynekerrigan.com/podcast
LinkedIn: https://www.linkedin.com/in/dwaynekerrigan/
Instagram: https://www.instagram.com/dwaynekerrigan/
Facebook: https://www.facebook.com/DwayneKerriganOfficial

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