# #383 Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next

Page: https://stenobird.com/podcast/the-julia-la-roche-show-5842803/383-andrew-pancholi-smart-money-is-quietly-exiting-stocks-what-the-cycles-say-happens-next
Text version: https://stenobird.com/podcast/the-julia-la-roche-show-5842803/383-andrew-pancholi-smart-money-is-quietly-exiting-stocks-what-the-cycles-say-happens-next.md
Podcast: [The Julia La Roche Show](https://stenobird.com/podcast/the-julia-la-roche-show-5842803)
Published: 2026-06-30T10:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/julia-la-roche/episodes/383-Andrew-Pancholi-Smart-Money-Is-Quietly-Exiting-Stocks--What-the-Cycles-Say-Happens-Next-e3lesdi
Audio file: https://traffic.megaphone.fm/APO9684811595.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-julia-la-roche-show-5842803/episodes/383-andrew-pancholi-smart-money-is-quietly-exiting-stocks-what-the-cycles-say-happens-next
Duration seconds: 3414

## Resource

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 https://www.monetary-metals.com/julia/ Links: x.com/AndrewPancholilinkedin.com/in/andrewpancholi youtube.com/@markettimingreport instagram.com/andrew.pancholi facebook.com/markettimingcyclesanalysis Timestamps: 00:00 – Intro: who is Andrew Pancholi 01:21 – The big picture: mathematical cycles framework 02:00 – The 100-year cycle & path to 20290 2:30 – 90-year geopolitical cycle & polarization 05:29 – Equity markets: top or pullback? 08:21 – Smart money leaving US equities 10:43 – Kalshi prediction markets & 7,800 S&P target 13:15 – Third week of July turning point explained 14:12 – Charts: how th…

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