Watch the replay of David Murrin’s live Land Cycle Investor event, covering his forecasts for stocks, Bitcoin, gold, silver and oil, the risk of conflict over Taiwan, and what it could mean for Australia, property and savings. Tough subscriber questions and a perspective you won’t find elsewhere.

Is the next share market rally a dangerous trap? Callum Newman examines the growing risks in Australian housing, the extraordinary AI investment boom and the warning signs emerging from major ASX companies. Discover why the 18-year land cycle suggests the worst may still be ahead, and why investors should think carefully before buying the dip.

Callum Newman's been to the library again. It's one of his favourite places to hang out - and has been inspired enough to write us a book review as part of this week's Land Cycle Investor report. Do we really have a housing shortage in Australia? Or is it all bunkum?

Why 18-years? The 18-year cycle: From ancient Babylonian cyclical history to Australia's housing crash. Discover the unknown history behind the 18-Year time period, and the forecast for the 2027–2028 recession... Includes an interview with one of Australia's best economic thinkers - Dr Cameron Murray

In this exclusive Land Cycle Investor interview, Fred Harrison reflects on decades of pioneering research into the 18-year land cycle, why economies repeatedly collapse into boom and bust, and whether the cycle itself is evolving. As he works on his final book, Fred discusses the role of economic rent in driving inequality, political unrest and war, the growing power of AI and technology giants to capture wealth, and the economic crisis he believes lies ahead. We also explore

Callum Newman examines the debt-fuelled empire of Sanjeev Gupta, the extraordinary valuation behind the Firmus AI float, and what both reveal about the risks building as the economic cycle turns. Are we approaching another financial reckoning?

Will the Brisbane Olympic Games deliver a property windfall, or is the real opportunity still to come? We examine previous Olympic host cities, the billions pouring into infrastructure, and what the 18-year land cycle reveals about Brisbane's property crash, recovery and the next great investment opportunity.

October has a reputation for market turmoil. But it can also mark a low before the next rally. So which way should we be looking this month? In this month’s LCI exclusive market update, Andrew Pancholi joins me to discuss the warning signs he’s watching—18 years after Lehman Brothers collapsed. We look at instability in US bonds, the longer-cycle parallels with 1936–37, and why the distinction between an 18-year and an 18.6-year cycle matters as we look towards 2027.

18-years after Lehman Brothers collapsed, could the land cycle’s recession warning be any more precise? With housing affordability stretched and debt repayments pushing households towards breaking point, I examine the signals that Australia’s downturn is taking hold. This report also includes my interview with economist Steve Keen on recession, government debt, inflation and whether the policy response will cushion the fall—or deepen it.

David Murrin joins Land Cycle Investor for a wide-ranging discussion on the current K-Wave, escalating global conflict and what may come next. We explore the relationship between long economic cycles, commodities, oil and war, alongside David’s work on empire cycles and the changing geopolitical order. The conversation also ventures into AI, cognitive warfare, UAPs and the technologies that could reshape the next phase of the global cycle.

How do the 18-year land cycle and the longer 54-year K-Wave fit together? Catherine Cashmore traces the extraordinary links between land, commodity prices, war and technological innovation — from Kondratiev, Benner and Dewey to transport, infrastructure, AI data centres and today’s emerging market for ‘powered land’. History suggests the technology may change, but the battle over who captures the economic rent remains remarkably familiar.

Copper typically runs hard into the peak of the Land Cycle, but what happens as the cycle turns? Callum Newman examines the increasingly bullish copper story and the warning signs now appearing beneath it — from China and global inventories to tariffs, positioning and the AI-driven demand narrative. Is copper setting up for another leg higher, or could investors be looking in the wrong direction as the downturn approaches?

The land cycle crash is approaching – but does that mean property buyers should wait? Catherine Cashmore examines what happened to property prices, interest rates and borrowing capacity during the 1974, 1990–91 and 2008 downturns, before putting the question to real estate veteran Tom Panos.

LCI INTERVIEW WITH DAVID BIRD: Catherine Cashmore and David Bird examine the Bathla collapse, the turning land cycle and what the charts are signalling for equities, gold, oil, copper and resources as investors prepare for the next phase of the market.

BATHLA COLLAPSE could prove to be one of the most significant warnings yet that Australia’s 18-year land cycle is turning. Catherine Cashmore examines the collapse of one of Australia’s largest property developers alongside more than a century of research into building and property cycles, including the work of Alexander Cairncross, John Parry Lewis, Marcus Fleming, Frank Pearson, George Warren, H.A. Shannon, Gustavo Cortes and Cameron LaPoint. From historical 18–20-year buil

Is Berkshire Hathaway really America’s No. 1 retirement stock? Callum Newman examines Warren Buffett’s mistakes, Berkshire’s latest US housing bet, and what the 18-year land cycle could mean for investors as 2026 unfolds.

Explore the 18-year land cycle with Michael Matusik as we test the pattern against Australian property history, revisit Samuel Benner’s remarkable forecasts, and consider what the cycle may be telling us about property markets, politics and the road ahead.

SEPTEMBER 2026 MARKET UPDATE: Andrew Pancholi joins me for a timely look at the critical cycles shaping stocks, gold, Bitcoin, currencies and commodities as markets enter one of the most historically volatile months of the year. We discuss September’s bearish seasonal pattern, the 18-year echo of the 2008 financial crisis, Andrew’s recent market-timing successes, and the key turning points he is watching as we head into the final months of 2026.

The Biggest Property Downturn in 45 Years may now be taking shape as Australia reaches the predicted peak of the 18-year land cycle. This week, I look at the extraordinary forces that have driven the final stages of the global land boom, the warning signs now emerging across property and credit markets, and the growing parallels with previous cycle peaks. I also speak with veteran Australian property analyst Cameron Kusher about falling prices, weakening demand, which cities

Andrew Pancholi joined me again this week for a quick look back at the calls contained in his August Market Timing Report — and an early warning about what may now be developing across the grain markets.