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How Gold Miners Are Crushing Gold in This Inflation Cycle
On June 16, 2026, gold is up over 6% in the last five days, but gold mining stocks have surged 18%. Lucas and Luna dig into why miners are outpacing the metal itself—operating leverage, falling costs, and a potential catch-up trade. They break down the mechanics with GDX and GLD data, and discuss what it means for inflation hedges going forward. If you've been watching gold rally and wondering whether to add miners instead, this episode gives you the framework.
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The skinny
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