
Lessons in Economic Turbulence From One of The World's Top Pilots with Andrew Pancholi
The Shepheard-Walwyn PodcastShow Notes
Welcome to a combined Shepheard-Walwyn and Property Sharemarket Economics (PSE) podcast. In this episode, our beloved host Jonathan Brown sits down with Andrew "Andy" Pancholi, founder of the Market Timing Report, co-author of the bestselling book Zero Hour, and fellow of the Royal Aeronautical Society.
Andy leads a fascinating dual career as a wide-body commercial pilot and one of the world's top market forecasters. He explains how the exact same risk-management checklists used in the cockpit can prevent retail traders from wiping out their portfolios in the markets. We dive deep into long-term harmonic cycles to understand the current global landscape with a discussion of breaking down the 45-year and 90-year geopolitical patterns influencing US/Iran/Israel relations, the 250-year Empire Cycle, and the historical 82-84 year war cycle. He also walks us through his "cafe analogy" of overlapping cycles to demonstrate how investors can identify high-probability trades in commodities like oil, gold, and cocoa.
Visit our website: https://shepheardwalwyn.com Connect with us! Join our newsletter: https://forms.fillout.com/t/mCqa2JC1Aqus Twitter: https://x.com/SWpublishers Facebook: https://www.facebook.com/ShepheardWalwynPublishers Instagram: https://www.instagram.com/swpublishers/ LinkedIn: https://www.linkedin.com/company/shepheard-walwyn-publishers-ltd/posts BlueSky: https://bsky.app/profile/swpublishers.bsky.social
More from The Shepheard-Walwyn Podcast
In this episode, Jonathan Brown welcomes back Henry Mintzberg to unpack the biggest myths in management and leadership. Drawing on decades of observation and the ideas behind "Bust Those Management Myths", he challenges popular assumptions about what managers do, why leadership gets over-glorified, and how business schools, buzzwords and management fashions can distort the real work of organising people. The discussion also explores why serendipity matters, what remote work can’t fully replace, why AI should be approached with caution rather than hype and how "people disconnect" sits at the centre of so many management failures.
In this special episode, Jonathan Brown sits down with Phil Anderson to revisit the ideas behind The Secret Life of Real Estate and Banking and discuss why 2026 has long been a key date in his forecasting. Phil explains how long-term real estate cycles, commodity cycles, interest rates, and geopolitical conflict can line up to create major turning points in the global economy. Phil also promotes the idea of a Citizen’s Dividend. A system in which the value society creates ultimately flows into land, and if those land earnings were shared more fairly, communities could reduce inequality, stabilise the economy, and even replace many existing taxes. Buy the book: https://shepheardwalwyn.com/product/the-secret-life-of-real-estate-and-banking/ Visit the website: https://citdiv.org https://www.labour.org.nz/election-policy-pages/new-zealand-future-fund
In this episode of the Shepheard Walwyn Podcast, we’re joined by Ian Mason — barrister, former principal of the School of Philosophy and Economic Science, and author of Economics Live. Ian reflects on the path that took him from Scotland to London, from insurance into law, and from legal practice into a much deeper inquiry into economics, justice, human nature, and the common good.
In this episode of the Shepheard Walwyn Podcast, Jonathan Brown welcomes back Fred Harrison to mark the momentum behind the Cheating book, following the hardback sell-out and the paperback/e-book release. Fred reflects on whether his ideas are finally gaining ground, why mainstream academia still resists meaningful economic reform, and warns about the 2026 real estate crash.
In this episode of the Shepheard Walwyn Podcast, Jonathan Brown sits down with investor, trader, author, and Gann expert Tim Walker to explore how traders can make more and lose less by applying the real principles behind W.D. Gann’s work. Tim shares how he first discovered Gann, why reconstructing old charts changed his understanding of the markets, and what most people misunderstand about forecasting, price action, market cycles, and the psychology of trading.To learn more about W.D. Gann with Tim Walker, visit the website: https://www.timwalker.net.au/index.html