In this longform interview, Mining Stock Daily's Ian Wagner sits down with Jesse Felder to unpack the growing risk of stagflation against the backdrop of the ongoing U.S.–Iran conflict and rising energy prices. Wagner opens by questioning why equity markets remain resilient despite clear geopolitical and economic stress, while Felder points to a deeply ingrained “buy-the-dip” mentality and a shift toward speculative behavior since the pandemic.Felder argues that the c...
In this longform interview, Mining Stock Daily's Ian Wagner sits down with Jesse Felder to unpack the growing risk of stagflation against the backdrop of the ongoing U.S.–Iran conflict and rising energy prices. Wagner opens by questioning why equity markets remain resilient despite clear geopolitical and economic stress, while Felder points to a deeply ingrained “buy-the-dip” mentality and a shift toward speculative behavior since the pandemic.
Felder argues that the current environment is being shaped by several long-term inflationary forces, including aging demographics, deglobalization, persistent fiscal deficits, and years of accommodative monetary policy. He suggests the recent energy shock is not the root cause, but rather an accelerant layered on top of an already fragile system.
The discussion also highlights weakening earnings outside of energy and AI, risks tied to a slowing labor market, and the potential for higher interest rates. Felder emphasizes gold as a leading indicator, signaling further upside in commodities and yields. He ultimately warns that rising oil prices, tightening financial conditions, and a possible unwind of the AI investment boom could drive the next major market downturn.
______
Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform HERE
______
This episode of Mining Stock Daily is brought to you by...
Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.com
Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/
Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com
Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
