#383 Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next
About this episode
Andrew Pancholi discusses his mathematical cycles framework for forecasting market trends and shares his bearish outlook on US equities.
Andrew Pancholi, founder and CEO of the Market Timing Report, joins the show for his debut to explain his framework of mathematical cycles—repeating patterns spanning 36, 60, 90, 100, 144, and 250 years that he uses to forecast turning points across markets, commodities, and geopolitics. He argues we're broadly tracking the 1920s bull market toward a potential 2029 peak, but warns he's turned more bearish near-term after Friday's data showed smart money leaving US equities, eyeing the third week of July as a major turning point. Pancholi shares striking targets—$183 oil if Middle East conflict escalates, $6,900 gold by March 2027, and a continued bearish view on Bitcoin—while tying current events to historical cycles, including the 36-year anniversary of Saddam's invasion of Kuwait and the US 250-year empire cycle. A commercial Boeing 777 pilot, he closes by connecting aviation's risk management and situational awareness to disciplined trading, emphasizing incremental gains over any "holy grail." Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at…
People in this episode
Host: Julia La Roche
Guest: Andrew Pancholi
Topics covered
- market cycles
- investing strategies
- economic forecasting
- geopolitical analysis
- commodity prices
- risk management
Keywords
- market timing
- bull market
- oil prices
- gold forecast
- Bitcoin
- economic cycles
- trading strategies
Sponsors
Kalshi, Monetary Metals
Mentioned in this episode
Organizations: Market Timing Report
Places: US, Middle East
More episodes of The Julia La Roche Show
- #392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment"
- #391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning
- #390 Ted Oakley: "It's Not a Normal Market" — A Generational Bear Could Cut Stocks 40%
- #389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis
- #388 Chris Whalen: One Rate Hike Coming, Iran Peace Unlikely, Double-Digit Inflation Inevitable
- #387 Danielle DiMartino Booth: No Rate Hike Coming, Labor Force Participation Collapsing, Stock Market Too Big To Fail
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