Andrew Hoese: When the FOMO Comes Rushing Into Commodities

Tom welcomes back Andrew Hoese from Finding Value Finance to the show. Andy runs an educational channel where he digs deep into economic data and conducts chart analysis. Andrew discusses the potential for inflation in the near future and its impact on various markets. He believes that demographic pressures and fractional reserve lending will lead to inflation and potentially a debt crisis if interest rates rise too high. He suggests that Jerome Powell may raise interest rates further to slow inflation, but this could make it unaffordable for millennials to buy homes. Hoese also discusses the possibility of a short-term slowdown in the real estate market due to deficits and the stimulus sent in 2020. Regardless further inflation may be coming. Andrew further analyzes the potential effects of transitioning from a low-interest rate to a high-interest rate environment. He suggests that this transition could impact businesses and individuals, potentially leading to a slowdown in certain sectors and causing companies to contract or go out of business. Hoese believes that gold may perform well under either an inflationary or slowdown economic environment. A rotation of investments may occur, with people turning to commodities and precious metals as a hedge against the general market. Overall, Andy emphasizes the importance of taking a long-term approach to investing and staying patient. He recommends considering sectors that have a supply deficit, such as uranium, oil, natural gas, metals like platinum and silver, and even homebuilders and banks. He also advises investors to do their research and watch their risk-reward levels. Hoese's analysis suggests that a shift in investment mindset may be necessary, with a focus on commodities and precious metals. He emphasizes the importance of taking a long-term approach to investing and being proactive in identifying investment opportunities. Time Stamp References:0:00 - Introduction1:00 - Market Drivers Ahead7:36 - Inflation & Demographics15:56 - Purging The System18:51 - Bond Demand & Metals25:30 - Dollar Prospects27:50 - Capital-In Commodities32:24 - Timelines & Expectations39:10 - PPI/CPI & Commodities43:20 - Home Construction45:27 - Uranium Cycle & Chart48:10 - Opportunities & Plays52:02 - Gold Price & Miners55:49 - Oil & Gas Producers1:00:48 - OPEC & SPR Releases1:02:54 - Optimism & Conviction Talking Points From This Episode * Andy believes that inflation is on the way and perhaps higher rates. * Investors should take a long-term view and watch for opportunities in commodities, equities, and gold. * Andrew discusses why investors must have conviction for the coming commodity bull market. Guest LinksWebsite: https://www.finding-value.comTwitter: https://twitter.com/Finding_FinanceYouTube: https://www.youtube.com/@Finding_Finance Andy Hoese is a Colorado-based investor and entrepreneur who is passionate about teaching people about the financial markets. He was born in Minnesota and graduated with a degree in manufacturing engineering from California Polytechnic State University in San Luis Obispo, CA. Andy grew up with an affinity for mountain biking, dirt bikes, and competitive sports such as baseball and hockey. He was always good at math and science, which made his engineering degree the perfect fit. After working in aerospace engineering at his first job, he developed an obsession with investing and financial markets and would s...