EPISODE · Jun 11, 2026 · 6 MIN
The Gold Crash Defying Inflation Logic
from The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets · host Fexingo
Gold has plunged to a six-month low even as inflation expectations rise. In this episode, Lucas and Luna dissect the disconnect between bullion and breakeven rates, exploring why the classic inflation hedge is failing. They break down the role of rising real yields, dollar strength, and shifting Fed expectations, using the latest CPI and breakeven data. Lucas brings historical context from 2013's taper tantrum, while Luna questions whether gold's role as a portfolio diversifier is broken for good. The hosts also examine what this means for commodity investors and whether copper offers a better read on inflation. A focused, data-rich conversation for anyone trying to make sense of today's commodity markets. #Gold #Inflation #RealYields #FederalReserve #CPI #BreakevenInflation #DollarStrength #Commodities #PreciousMetals #Copper #TaperTantrum #PortfolioDiversification #Economics #FexingoBusiness #BusinessPodcast #GoldCrash #SafeHaven #Macro Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Gold has plunged to a six-month low even as inflation expectations rise. In this episode, Lucas and Luna dissect the disconnect between bullion and breakeven rates, exploring why the classic inflation hedge is failing. They break down the role of rising real yields, dollar strength, and shifting Fed expectations, using the latest CPI and breakeven data. Lucas brings historical context from 2013's taper tantrum, while Luna questions whether gold's role as a portfolio diversifier is broken for good. The hosts also examine what this means for commodity investors and whether copper offers a better read on inflation. A focused, data-rich conversation for anyone trying to make sense of today's commodity markets. #Gold #Inflation #RealYields #FederalReserve #CPI #BreakevenInflation #DollarStrength #Commodities #PreciousMetals #Copper #TaperTantrum #PortfolioDiversification #Economics #FexingoBusiness #BusinessPodcast #GoldCrash #SafeHaven #Macro Keep every episode free: buymeacoffee.com/fexingo
NOW PLAYING
The Gold Crash Defying Inflation Logic
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m