Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Gold Mining Industry
Episode 128 of Stagflation Conversations with Fexingo explores how gold mining companies are thriving in a high-inflation, slow-growth environment. With gold prices surging past $4,000 an ounce and mining stocks like the GDX up over 7% in a week, Lucas and Luna examine the operational math behind the boom. They drill into the specific economics of Barrick Gold's Cortez mine in Nevada, where rising extraction costs are being more than offset by record gold prices. The hosts unpack how old mines are being re-evaluated, why inflation actually helps miners with fixed debt, and what the…
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