Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Gold Is Outperforming Stocks in a Stagflation Era
In this episode of Stagflation Conversations, Lucas and Luna dig into a striking divergence in 2026: gold and gold miners are soaring while the broader economy sputters. With gold up over 7% in a week and the S&P 500 grinding higher at a slower pace, they explore what this says about investor sentiment in a stagflationary environment. They break down the driving forces—central bank buying, real yields, and a flight to safety—and compare today's dynamics to the 1970s, when gold famously surged while equities went nowhere. They also touch on the July jobs report, which showed an unexpected…
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