EPISODE · May 13, 2026 · 44 MIN
What Hath God Wrought & the Timeless Rules of Money, Power, and Information | Ep 125
from Furlo Capital Real Estate Podcast · host James Furlo
(Watch the YouTube video of this episode here) Solomon said it best: "There is nothing new under the sun." After reading a 900-page Pulitzer Prize-winning book on 1825–1850 America, the parallels to today are impossible to ignore: the Panic of 1837, speculative land booms, currency chaos, and populist disruption all rhyme with 2008, COVID, and now. In this episode, we break down what history teaches us about economic cycles, information asymmetry, and how the smartest investors positioned themselves then and now.Key Moments(00:00) Introduction: Solomon Was Right(01:38) The Book: What Hath God Wrought (1825–1850)(03:44) The Panic of 1837: History's Mirror to 2008(07:55) The Erie Canal and the Birth of New York(13:57) Andrew Jackson vs. Trump: Populist Parallels(19:32) The Telegraph and the Information Revolution(23:11) When Information Overload Was Born(25:51) Who Really Wins During a Mania (AI Edition)(30:38) Manifest Destiny, Polk, and the Mexican War(35:05) The Gold Rush: Merchants Beat Miners(40:47) Investor Takeaways: Cycles, Asymmetry, and Operators(43:06) What Will 2020–2030 Look Like in the History Books?6 Key LessonsRead history books like a hedge fund reads earnings calls: The patterns are all there — panics, manias, populist disruption — just wearing different costumes.Don't mistake chaos for novelty: Novelty bias makes every generation think their moment is uniquely broken. Your grandma thought so, too.When a president changes the money rules overnight, pay attention: Jackson's Specie Circular crashed the economy in 1837. Policy risk is real, and it moves fast.Sell the shovels: The merchants in Sacramento got rich. The miners went broke. Figure out what everyone needs to chase the thing — then sell that.Information asymmetry is your edge, but it expires: Canal investors won early. When the railroad came, the ones who didn't adapt lost everything.Complexity is not an argument for going it alone: The best 1840s investors had operators they trusted. So should you.Let's build your wealth and improve housing, together.I spent 12 years as a data scientist at HP and purchased $5M worth of real estate over 15 years using my own money. Now, I'm partnering with busy professionals to diversify their investments and generate passive income through real estate syndications and short-term flips—without dealing with tenants, toilets, or tantrums. At Furlo Capital, we believe real estate isn't just a transaction; it's a partnership. Our value-add approach creates win-win situations where residents thrive, and investors build wealth. We're not just in this to make money—we want to make a difference.If you're ready to diversify from stock market volatility and want reliable, steady returns, let's build your wealth and improve housing, together.Want to dive deeper into my investing thesis and strategy?👉 Learn more: https://furlo.comCurious about the critical questions to ask before investing?👉 Get my 196-question due diligence vault: https://furlo.com/good-deals-only-ebookDisclaimerPlease note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors.
What this episode covers
(Watch the YouTube video of this episode here) Solomon said it best: "There is nothing new under the sun." After reading a 900-page Pulitzer Prize-winning book on 1825–1850 America, the parallels to today are impossible to ignore: the Panic of 1837, speculative land booms, currency chaos, and populist disruption all rhyme with 2008, COVID, and now. In this episode, we break down what history teaches us about economic cycles, information asymmetry, and how the smartest investors positioned themselves then and now.Key Moments(00:00) Introduction: Solomon Was Right(01:38) The Book: What Hath God Wrought (1825–1850)(03:44) The Panic of 1837: History's Mirror to 2008(07:55) The Erie Canal and the Birth of New York(13:57) Andrew Jackson vs. Trump: Populist Parallels(19:32) The Telegraph and the Information Revolution(23:11) When Information Overload Was Born(25:51) Who Really Wins During a Mania (AI Edition)(30:38) Manifest Destiny, Polk, and the Mexican War(35:05) The Gold Rush: Merchants Beat Miners(40:47) Investor Takeaways: Cycles, Asymmetry, and Operators(43:06) What Will 2020–2030 Look Like in the History Books?6 Key LessonsRead history books like a hedge fund reads earnings calls: The patterns are all there — panics, manias, populist disruption — just wearing different costumes.Don't mistake chaos for novelty: Novelty bias makes every generation think their moment is uniquely broken. Your grandma thought so, too.When a president changes the money rules overnight, pay attention: Jackson's Specie Circular crashed the economy in 1837. Policy risk is real, and it moves fast.Sell the shovels: The merchants in Sacramento got rich. The miners went broke. Figure out what everyone needs to chase the thing — then sell that.Information asymmetry is your edge, but it expires: Canal investors won early. When the railroad came, the ones who didn't adapt lost everything.Complexity is not an argument for going it alone: The best 1840s investors had operators they trusted. So should you.Let's build your wealth and improve housing, together.I spent 12 years as a data scientist at HP and purchased $5M worth of real estate over 15 years using my own money. Now, I'm partnering with busy professionals to diversify their investments and generate passive income through real estate syndications and short-term flips—without dealing with tenants, toilets, or tantrums. At Furlo Capital, we believe real estate isn't just a transaction; it's a partnership. Our value-add approach creates win-win situations where residents thrive, and investors build wealth. We're not just in this to make money—we want to make a difference.If you're ready to diversify from stock market volatility and want reliable, steady returns, let's build your wealth and improve housing, together.Want to dive deeper into my investing thesis and strategy?👉 Learn more: https://furlo.comCurious about the critical questions to ask before investing?👉 Get my 196-question due diligence vault: https://furlo.com/good-deals-only-ebookDisclaimerPlease note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors.
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What Hath God Wrought & the Timeless Rules of Money, Power, and Information | Ep 125
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