Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Stagflation Is Making Gold Miners the New Bond Hedge
In episode 150 of Stagflation Conversations, Lucas and Luna examine a striking market anomaly: while the S&P 500 has wobbled under 1.5 percent real GDP growth and a surprise July payroll decline, gold miners have surged 18 percent in a single week. They unpack why miners like Barrick and Newmont are outperforming bullion itself, how higher gold prices translate into outsized earnings leverage, and what this says about investor fear in a stagflationary climate. With gold at $4,400 an ounce and the ten-year breakeven inflation rate easing to 2.25 percent, the hosts debate whether miners are a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.