We sat down with Andy Hoese of Finding Value Finance to discuss the next commodity supercycle. We covered uranium, copper, silver, gold, oil, energy, inflation, interest rates, AI and why Andy believes growing energy and resource constraints could create major opportunities across commodities and mining stocks.

🗓️ Recording date: September 1 , 2026

📖 Chapters
00:00 Intro
01:17 — Are Stocks Facing a Major Headwind?
03:40 — The Coming Rotation Into Commodities
04:22 — Why Oil & Energy Could Lead
06:50 — Copper’s Massive Long-Term Supply Problem
09:42 — How Andy Is Playing the Oil Market
12:25 — The Coming Energy Crisis
13:21 — Debt, Money Printing & Inflation
14:47 — Why Uranium Could Go “Berserk”
17:38 — Who Will Benefit From the Uranium Boom?
20:24 — The Future of Wave Energy
21:57 — AI: Industrial Boom or Bubble?
24:18 — Why Silver Could Outperform Gold
26:30 — Is Andy Preparing for a Market Meltdown?
28:35 — What the Bond Market Is Signaling
30:20 — Andy’s Commodity Positioning & Where to Follow Him