Episode
149: Andrew Pancholi: What History Tells Us About Right Now
- Podcast
- The Dwayne Kerrigan Podcast
- Published
- Jul 22, 2026
- Duration seconds
- 4779
- Processing state
not_requested- Canonical source
- https://www.dwaynekerrigan.com
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Summary
In January 1981, American hostages were released from Iran within hours of Reagan's inauguration. Forty-five years later — to within 30 hours — Andrew Pancholi told his subscribers an Iran conflict was about to begin. He was right. This is not luck. It’s mathematics — and in this conversation with Dwayne Kerrigan, Andrew breaks down exactly how cycle analysis works, what it's telling us about real estate, geopolitics, and the global economy right now, and what business owners and investors should be doing with that information. In Part 1 of this episode: The 18.6-year real estate cycle: why we are currently at the same position in the cycle as 2007 — just before the Global Financial Crisis — and what the smart money did last time, and what to do now The 100-year pandemic cycle — how Spanish flu, cholera, and COVID all followed the same pattern, and why Andrew saw COVID coming The 90-year geopolitical cycle: how the polarization, rise of nationalism, anti-immigration sentiment, and challenges to global order we're seeing now mirror the 1930s decade almost exactly — including the economic conditions that led to the rise of fascism The 250-year empire cycle — America at a tipping point, the petrodollar's quiet expiry, and China's strategic expansion while the West was distracted Why Andrew predicted the Israel-Iran conflict to within 30 hours — the convergence of a 45-year cycle, a 90-year cycle, and a 36-year cycle, and why Netanyahu's personal history from the 1976 Entebbe raid has driven his policy decisions in Gaza and Lebanon The AI boom through the lens of cycles — why every major boom is fueled by new technology, and whether the return on investment can justify what's going in. Note: This conversation is for informational and educational purposes only and does not…