Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Stagflation Is Driving a Boom in Gold Bug Investing
In this episode of Stagflation Conversations, Lucas and Luna explore why the gold mining ETF GDX has surged over 5% in a single week while the broader market drifts sideways. With core inflation at 3.3% and GDP growth barely above 1.5%, investors are piling into hard assets. Lucas traces this back to the 1970s playbook when gold returned over 400% during the worst of stagflation. Luna questions whether the current geopolitical backdrop — including an ongoing conflict with Iran — is amplifying the move more than pure inflation data. They dissect GDX's performance, compare it to gold…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.