Is Stagflation Coming Back? Jesse Felder on Oil, Inflation, and Market Complacency
In this longform interview, Mining Stock Daily's Ian Wagner sits down with Jesse Felder to unpack the growing risk of stagflation against the backdrop of the ongoing U.S.–Iran conflict and rising energy prices. Wagner opens by questioning why equity markets remain resilient despite clear geopolitical and economic stress, while Felder points to a deeply ingrained “buy-the-dip” mentality and a shift toward speculative behavior since the pandemic.
Felder argues that the current environment is being shaped by several long-term inflationary forces, including aging demographics, deglobalization…
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