Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Gold Mining Industry
Episode 95 of Stagflation Conversations dives into the gold mining sector, where producers are facing a paradox: soaring gold prices near $4,200 per ounce but rising costs for labor, energy, and equipment are squeezing margins. Lucas and Luna examine how miners are adapting — using automation, hedging less, and focusing on free cash flow — and what this means for investors. With gold up over 3% in the past week and the GDX mining ETF rallying 4.2%, the hosts connect the current environment to the 1970s stagflation playbook. They also discuss the labor force participation rate hitting a…
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