State of the Markets #232 Akhil Patel: Signals the crash is near
Nov 23, 2025
Akhil Patel, an economic cycle researcher and author of The Secret Wealth Advantage, shares insights on the looming market crash linked to the 18-year boom-bust cycle he discovered after the 2008 crisis. He discusses the government's role in amplifying economic cycles and the diverging paths of markets from the real economy. Akhil highlights risks from high private debt and rising bond yields, while critiquing political inaction on long-term economic stability. He explores the implications of commodity trends, the rise and fall of residential rents during crises, and the speculative nature of cryptocurrency.
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Commodities And Precious Metals Run Late
- Commodities typically surge in the final years of the 18-year cycle due to construction and infrastructure demand.
- Gold and silver can run through the crisis phase as capital flees financial assets into real assets.
Hold Quality Property Through Downturns
- In a crisis, consider holding well-located quality property rather than attempting perfect market timing.
- Countercyclical buying when others sell can yield opportunities and long-term earnings through rentals.
Avoid Trying To Time The Peak Precisely
- Timing exact market tops and bottoms is virtually impossible and risky.
- Use broader cycle awareness and countercyclical actions rather than daily timing attempts.
