How Stagflation Is Reshaping the Gold Mining Industry

Gold prices have surged past $4,200 an ounce, but gold mining stocks aren't keeping pace. Lucas and Luna explore the disconnect: why miners are struggling with rising costs, supply chain bottlenecks, and labor shortages even as bullion hits record highs. They unpack the specific margin squeeze facing companies like Newmont and Barrick Gold, and what the diverging performance of gold ETFs versus mining stocks tells us about stagflation's uneven impact. Using fresh data from June 2026—including a 2.8% weekly drop in gold futures and a 1.7% gain in the GDX mining index—they examine whether this is a structural shift or a buying opportunity. If you're watching the gold rally and wondering why the miners aren't joining the party, this episode explains the paradox. #GoldMining #Stagflation #GoldPrices #Newmont #BarrickGold #MiningStocks #Inflation #SupplyChain #LaborShortage #GDX #GLD #Commodities #Economics #Investing #FexingoBusiness #BusinessPodcast #GoldMiners #MarginSqueeze Keep every episode free: buymeacoffee.com/fexingo