The Julia La Roche Show · 2026-06-30 · 57 min
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.
#384 Henrik Zeberg: While Markets Rally, a Recession Signal Just Quietly Triggered69 / 100#382 Chris Whalen: Private Credit's "Slow Motion Train Wreck" & The Warning Signs for a 2028 Housing Reset#381 Peter Grandich: Why the U.S. Stock Market's Biggest Tailwind Is About to Reverse#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year#379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed