Why Gold Is Falling Despite Sticky Inflation

Gold has slumped to a six-month low even as inflation remains stubbornly above the Fed's target. In this episode, Lucas and Luna unpack the paradox: why the traditional inflation hedge is losing its luster. They explore the role of real interest rates, the rising opportunity cost of holding gold, and how the Fed's rate pause is reshaping investor behavior. With the S&P 500 down 1.2% in the past five days and gold shedding 5.4% over the same period, the hosts discuss whether gold's weakness signals a broader shift in market dynamics — or just a temporary correction. Along the way, they connect the dots between Treasury yields, the dollar, and the changing calculus for commodity investors. If you've been wondering why your gold ETF isn't protecting your portfolio the way it used to, this episode offers a clear, numbers-driven explanation. #Gold #Inflation #FederalReserve #RealInterestRates #OpportunityCost #Commodities #PreciousMetals #GLD #GDX #PortfolioHedge #TreasuryYields #USDollar #InvestmentStrategy #InflationHedge #MarketParadox #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo