Show notes
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.
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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
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