Greg Canavan and Catherine Cashmore - Land Cycle Update - is the top in?
- Catherine Cashmore
- Apr 19
- 1 min read
About three weeks ago, I sat down with Greg Canavan, of Fat Tail Investment research to give Fat Tail Alliance members an update on the land cycle. Greg's kindly allowed me to share the content.
With the recent volatility in the markets and weakness in the banks, Greg wanted to know we’ve seen the top of the market?
In the video below, we discuss
The best leading indicator to watch for when the land cycle starts to turn down in the US.
Why social angst over housing isn’t anything new
Why you shouldn’t expect interest rates to fall much from here
How big will the downcycle be from 2026?
The potential for (more) war in the Middle East
Kondratieff Wave analysis — what it means for commodities
And much more!
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