In this interview, Andy Hoese from Finding Value Finance shares his insights on the current state of the stock and commodity markets, emphasizing the undervaluation of commodities and the potential for significant returns in sectors like uranium, silver, and fertilizers. He discusses the importance of direct investments over ETFs, the impact of AI on commodity cycles, and strategies for navigating market peaks and cash positions. Andy advocates for a long-term investment approach, focusing on undervalued assets and the cyclical nature of commodities.