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Beginner

Introduction to Market Cycles Through History

A beginner-friendly, history-first tour of how markets have moved in cycles for over three centuries, built for market enthusiasts, history and macro curious readers, and investors from every track. Learn the classic cycle theories and the credit and interest rate engine behind them, walk through the global eras that shaped modern markets, from early speculative manias to the post-war boom, 1970s stagflation and Japan's lost decades, then trace India's own market history era by era, from the early Bombay brokers to liberalisation, the 2003 to 2008 supercycle, the long grind that followed and the SIP-driven era of today. Extend the lens to commodity, interest rate and sector cycles, and finish with a practical, cycle-aware way to use history without being fooled by it.

MODULES

5

DURATION

~3.5 hrs

TRACK

Macro & Markets

Access Level

LEARNER

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Curriculum Breakdown

Chapter 1: What History Means by a Cycle

3 Lessons

Why Markets Move in Cycles, Not Straight Lines10 min read

The Classic Cycle Theories: Kitchin, Juglar, Kuznets, and Kondratiev12 min read

Credit and Interest Rates: The Engine Behind Every Cycle12 min read

Chapter 2: Global Cycles That Shaped Modern Markets

4 Lessons

Tulips, the South Sea, and Railway Mania: The First Speculative Cycles12 min read

From the Roaring Twenties to the Post-War Boom12 min read

Stagflation to the Great Disinflation: The 1970s to 200012 min read

Japan's Lost Decades: When a Cycle Refuses to Turn12 min read

Chapter 3: India's Market Cycles, Era by Era

5 Lessons

From the Banyan Tree to the Sensex: Indian Markets Before 199112 min read

Liberalisation and the Boom-Bust Nineties12 min read

The 2003 to 2008 Supercycle12 min read

The Long Grind: Indian Markets from 2009 to 201412 min read

2014 to Today: Reforms, Domestic Flows, and the SIP Era14 min read

Chapter 4: Cycles Beyond Equities

3 Lessons

Commodity Supercycles: Oil, Gold, and Metals12 min read

Interest Rate Cycles: RBI, Bond Yields, and Equity Valuations12 min read

Sector Rotation: Who Led Each Indian Market Era12 min read

Chapter 5: Using History Without Being Fooled by It

3 Lessons

Valuations Through the Cycle: Nifty PE at Tops and Bottoms12 min read

This Time Is Different: Usually Wrong, Sometimes Right10 min read

Building a Cycle-Aware Investing Mindset10 min read