The Pod of Gold
Hosts Nick Frappell and Shae Russell interview members of the ABC Refinery team and industry professionals to better understand today’s investing landscape for precious metals. ABC Refinery is Australasia’s pre-eminent independent precious metal assayer, refiner and mint. ABC Refinery is the refining division of Pallion, Australasia’s largest independent precious metal services group of companies.
Episodes
The Premium on Bearishness: Gold’s Delta on the Downside
In this sharp, fast-paced edition of The Pod of Gold, ABC Refinery’s Global Head Institutional Markets, Nicholas Frappell, breaks down the "concerted slide lower" defining the precious metals landscape. Recorded on 2 July 2026, Nick bypasses retail noise to examine why gold has dipped into its key macro weekly cloud support area, trading at $4,068 US.Nick unpacks the "premium on bea
The Asymmetric Shock: How Global Energy Stress is Suppressing Gold
In this mid-June edition of The Pod of Gold, Nicholas Frappell, Global Head Institutional Markets at ABC Refinery, delivers high-level resource intelligence on the shifting precious metals sector. Recorded on 10 June 2026, this strategic session bypasses retail speculation to break down the exact technical thresholds, macro drivers, and energy cross-currents defining modern commodity valuations.Th
Silver’s Surprise Leap: Meme Punters, Peru’s Emergency, and the 18% Surge
In this episode of The Pod of Gold, Nicholas Frappell returns from the RIU Sydney Resources Roundup to discuss a market caught between "fatigue" and "crunch time." While the closure of the Strait of Hormuz remains a critical threat, Frappell explains how record US shale exports and a strategic reduction in Chinese imports have bought the global economy a temporary reprieve — though perhaps a decep
The Hammer & The Ceasefire: Gold’s Resilience Amidst Gulf Volatility
In this high-stakes update, Nicholas Frappell examines the "U-turn" in the gold market following a period of extreme volatility. After gold hit a significant low of US$4,100 on March 23rd, it staged a US$300 rally, creating a powerful "Hammer" candlestick that has redefined the short-term technical floor.The discussion focuses heavily on the fragile two-week ceasefire in the Gu
The Energy Shock Mirage: Decoding Gold’s Pivot
In this mid-March edition of The Pod of Gold, ABC Refinery’s Nicholas Frappell distills the escalating US-Iran conflict. This discussion moves beyond the initial market shock to explore why gold is currently behaving more like a risk asset than a safe haven.Nick provides a high-level tactical analysis of the Middle Eastern theatre, from the de facto closure of the Strait of Hormuz to the potential
The De-Dollarisation Myth: Why Global Capital Still Floods to the Greenback
In this special location episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets from ABC Refinery, records on the final day of the RIU Explorers Conference in Fremantle. Following his keynote address, Nick unpacks the "uncertainty bingo card," explaining why traditional indicators like gold and the US dollar are defying historical correlations.This episode di
Gold’s $5,000 Milestone: The Anatomy of a Rally and a $400 Plunge
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, discusses gold recently shattering the USD$5,000 barrier before experiencing an "eye-watering" $400 correction in mere minutes, the team explores the technical and macroeconomic forces behind the chaos.The discussion provides deep technical insight into negative gamma on dealer op
Gold and Silver on Fire: Historic Gains, Central Banks and the Macro Forces Shaping 2026
In this final episode of The Pod of Gold for 2025, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, unpacks one of the most extraordinary years in precious metals history.Gold has delivered its second-best annual performance since free trading began in 1979, with silver close behind. This podcast explores what drove this year’s rally and whether the bull market still has ro
Silver squeeze, gold’s next move & China’s slowdown
In this week’s episode of The Pod of Gold, ABC Refinery’s Global Head of Institutional Markets, Nicholas Frappell, dives deep into October’s extraordinary volatility across the precious metals space.Recorded on Tuesday, 18 November 2025, Frappell unpacks the extreme tightness in the silver market, the drivers behind gold’s sharp drop and powerful rebound, and why China’s deteriorating economic ind
Gold Breaks $4,000: What’s Driving the Rally and What Comes Next
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, unpacks gold’s explosive surge through US $4,000/oz — a milestone that’s reshaping market sentiment and investor positioning around the world.Recorded on Wednesday, 8 October 2025, this special short-form episode explores the macro and technical forces behind gold’s breakout and what trader
“Don’t Fight This Rally” – Gold Hits New Highs as the US Dollar Falters
In this episode, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery explains why Gold has surged to a historic US $3,759, and the momentum shows no sign of slowing.📆 Recorded on Tuesday 23rd September 2025, this episode explores:Why weakness in the US dollar and shifting Federal Reserve policy are fuelling the rallyKey price targets—including short-term resistance around US $3
Gold’s Relentless Run: Targets, ETFs, and the Fed
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, unpacks gold’s historic rally and what could lie ahead.📆 Recorded on Tuesday 9th September 2025, this episode explores:The drivers pushing gold to fresh record highs.The role of weak US labour data and Fed policy expectations.Why ETF and Managed Money positioning matter right now.The potent
How Challenges to Fed Independence and a Slow-Mo Trade War are Supporting Gold
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, discusses the key drivers for gold prices over the past few weeks, including geopolitical uncertainty and the impact of tariffs on the US economy.📆 Recorded on Tuesday 26th August 2025, this episode explores:Insights into current managed money and ETF positioning in the gold market.Frappell
Tariffs, Debt, & Gold's Safe Haven Appeal
In the 70th episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the factors driving gold's performance, including the impact of the "Big Beautiful Bill" on US debt and inflationary pressures. Frappell also examines how re-emergent tariffs are affecting the physical gold market, and what current managed money and ETF positionin
Geopolitical Tensions, Gold, and the US Debt Outlook
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the recent geopolitical events in the Middle East, their impact on gold and crude oil markets, and the current state of physical gold demand in Asia-Pacific.Frappell also examines current gold positioning, short and medium-term price targets, and key factors influencing the US doll
Tariffs, Debt & Dollar Pressures: What’s Supporting Gold in 2025
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the persistent strength in gold despite recent volatility and what market signals are saying about the months ahead.📆 Recorded on Tuesday 3rd June 2025, this episode explores:Why the gold price trend remains intact despite recent pullbacksGlobal political risks and shifting percept
Gold Above $3,000: What’s Driving the Rally & Where to Next?
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, unpacks the powerful forces pushing gold above USD $3,000 per ounce — and whether it has further to go.Recorded on Monday, April 14, this episode dives deep into the drivers of the current gold rallyPlus, don’t miss Nick’s sharp commentary on America’s evolving economic policy and its rippl
Analysing the Fed's Meeting, Gold's Rally Above $3,000, and Managed Money Moves
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the Fed's statements after their March meeting and the factors driving the recent surge in gold prices. Recorded on Thursday 20th March, Frappell examines how far above $3,000 per ounce gold can go.Frappell’s analysis delves into what managed money positioning reveals about the
Gold's Defensive Actions: Managed Money, and the Yellow Metal's Rally.
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the factors influencing gold markets, recorded on Friday 28th February.Frappell’s analysis examines what managed money reveals about gold; looks at how much longer gold's rally might last; and discusses the international markets, covering the US Gold Reserve Revaluation and Chi
Gold’s Record Highs, Trump’s Tariffs, and the Global Market Fallout
In the first episode of The Pod of Gold for 2025, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, breaks down a whirlwind start to the year for gold.
Just one month into 2025, gold has already hit two record highs, with the latest peak at $2,830 USD. But what’s driving the price action?
The big headline is Trump’s new tariffs, imposed on Canada, Mexico, and China over the
Gold’s Year-End Review: Tariffs, Targets, and Global Shifts
In the final Pod of Gold episode for 2024, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, unpacks a tumultuous year for the gold market and provides a look ahead to 2025. Exploring the latest market movements, including the impact of the proposed Trump tariffs on gold and silver imports, recent shifts in gold’s forward curve, and key technical price levels for the metal.
Subdued Gold and Geopolitical Insights: Preparing for 2025
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery discusses the recent "Trump bump" and gold's subdued trading behavior. Dive into managed money positioning and technical analysis using the Ichimoku Cloud, exploring what the charts indicate for gold's future, including the potential for a move beyond $2,700.
The discussion shifts to the geo
Gold's Path Ahead: Expect Volatility, Central Bank Moves, and Election Impacts
In this special episode of The Pod of Gold, recorded live at IMARC Sydney 2024 Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery dives into key predictions, including his previous forecast for gold’s climb to $2,780, which has now come to fruition.
Frappell examines new price targets for gold, including technical levels of $2,808 and a more distant possibility of $3,500.
Plus
Gold's Wild Ride: U.S. Employment Data, Fed Speculation, and Middle East Tensions
In this episode of The Pod of Gold Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, breaks down the recent market movements and gold’s volatile reaction to U.S. employment data.
Frappell explores how the latest non-farm payroll numbers have sparked speculation around the Fed's next move and what it means for gold prices in the coming months.
Also discussed in this episode
Gold's Surge, Fed Cuts, and Japan’s Next Move: Navigating US$2,600 and Beyond
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, breaks down the factors driving gold's remarkable surge past US$2,600.
Recorded on Friday, 20th September 2024, Frappell discusses the Federal Reserve’s unexpected 50 basis point rate cut and its impact on the markets, along with the evolving monetary policies from Japan and how they in
Gold Breaks $2500: What’s Next? Insights on Rate Expectations, China, and the Aussie Dollar
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, discusses gold's recent surge past the $2500 mark.
Nick explores the factors behind this psychological milestone, including shifts in U.S. rate expectations and the ongoing influence of central bank policies.
Nicholas also delves into the impact of China’s economic stagnation on gold d
Navigating Market Volatility: Short-Term Downside and Long-Term Upside for Gold
In this episode of The Pod of Gold, host Shae Russell and Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, delve into the recent market volatility and its impact on gold.
They discuss the factors driving recent market events, including significant changes in non-farm payrolls and the Bank of Japan's rate hike.
Nicholas provides a detailed analysis of gold's perfor
Gold's Consolidation and the Impact of a Strong Dollar
In this episode, Nicholas Frappell and Shae Russell delve into gold's recent consolidation, the impact of a strong dollar on Asian currencies, and the effects of market narratives on the yellow metal.
They also explore the implications of US non-farm payrolls, China's pause on gold purchases, and the ongoing expectations around Fed rate cuts.
Finally, they touch on Japan's economic pol
Gold bubbling on the back of Fed’s higher for longer
In this episode, Nicholas Frappell discusses: Gold cooling from recent rally, Fed sticking with higher for longer, Managed Money is positive on gold, Bullish targets for silver, and is US$2,600 possible?
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappell
S
Decoding the global financial tapestry at this year’s RIU
Record at the RIU Resources Round-up: In this episode, Nicolas Frappell unravels the complexities of global currencies and their relation to gold’s current rally, the nuances of the Federal Reserve’s anticipated rate cuts and how these continue to influence gold.
(1:40) – Myths around the gold market
(7:00) – How much of the rally is Chinese gold buying?
(13:00) – China’s proportion of US dollars
Could gold reach US$2,500 this year?
In this episode, Nicholas Frappell covers gold's recent move south and the ongoing impact of open interest.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappell
Shae Russell: https://twitter.com/shaearussell
OUTLINE: Her
Has this heart stopping #gold rally peaked?
In this episode, Nicholas Frappell dives into the current drivers behind gold's recent rise, the magnetic pricing effect of open interest and why “2332” is the most important number to watch for April.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappell
Shae Ru
Gold: How long will this super hot rally last?
In this episode, Nicholas Frappell discusses the several factors driving gold higher and, where gold may land next and future potential impacts on the yellow metal’s price.
Join us as we delve into these topics and more, offering insights and analysis on gold's macro position and what the future may hold.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Will gold crack US$2,500?
In this episode Nicholas Frappell puts forward to very bullish long term price targets, he covers why one economist warns rates may not go in the direction people are hoping for and perhaps we have reached peak China doom.
Join us as we delve into these topics and more, offering insights and analysis on gold's macro position and what the future may hold.
PODCAST INFO:
ABC Refinery website:
Evergrande, dominates news but gold doesn’t react…plus why the Fed is moving down the rate cut path with caution.
In this episode of The Pod of Gold, Nicholas Frappell discusses the potentially magnetic pricing of gold options, the unforeseen risks of Evergrande winding up and he analyses the continued divergence between the Federal Reserve and market rate cut expectations.
Join us as we delve into these topics and more, offering insights and analysis on gold's macro position and what the future may hold.
Gold - holding above US$2,000 - Where next?
In this episode of The Pod of Gold, Nicholas Frappell discusses the factors contributing to the strength of gold in 2024, including increasing geopolitical tensions, market responses to potential rate cuts, and China's attempt to mobilise 2 Trillion Yuan.
Join us as we delve into these topics and more, offering insights and analysis on gold's macro position and what the future may hold.
Gold's set up for 2024
In this episode, Nicholas Frappell discusses gold’s current
bullish set up, the ongoing disconnect between the markets and Federal Reserve Bank comment, the seasonal effects on gold and how real rates are still the main driver for gold.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappel
Gold's bold move, but where to next?
In this episode Nicholas Frappell covers the gold’s all time high, price retreat and what targets to look for as the price settles.
Why the US data released later this week will determine the outlook going into 2024 and what the Taylor Rule says about the Federal Reserve Bank’s current rate settings.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Gold rally heads north but will momentum keep it there?
In this week's Pod of Gold episode, Nicholas Frappell covers gold’s potential double top, the exuberance behind the recent bond rally and has the Fed reached its terminal
rate?
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappell
Shae Russell: https://twitter.com/shaea
The ‘war premium’ versus gold’s fair value
In this week's Pod of Gold episode, Nicholas Frappell discusses the ‘war premium’ versus gold’s fair value, geographic threats around the Saudi peninsula, and how the ongoing Israel-Palestine conflict will impact gold prices going forward.
Recorded at the International Mining and Resources Conference (IMARC)
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Where the gold price heads next
In this episode Nick Frappell discusses why gold's recent drop is the market accepting rates will be 'high for longer', why the Aussie dollar will remain under pressure for the foreseeable future and where gold might head to next.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappell
The bulls push silver higher while gold holds ahead of Fed
In this episode we discuss the short term road blocks for gold and why silver still has room to run higher. We cover what the Fed will do between now December and take a look at the why 10yr Treasury divestment is really about the negative carry trade.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappell
Markets doubt hawkish Fed, but you should believe Powell. Plus, don’t get caught betting against China and where to next for gold.
Recorded live at the Australian Gold Conference, Gold rallies but Managed Money isn't bullish, yet there's plenty of upside ahead for the yellow metal. Don't be too bearish on China just yet, the trade looks crowded and could surprise you. Plus Bank of Japan's yield curve control and how much lower will the Aussie dollar fall?
PODCAST INFO:
ABC Refinery website: https://
Gold’s ‘Roaring 20s’ to continue strong
Today we welcome special guest Jordan Eliseo, General Manager of ABC Bullion Australia to discuss the best gold event of 2023, what caused the gold price to pop higher and the technical indicators pointing to an uptrend in gold.
Plus! secure your ticket to ABC Bullion’s Precious Metals Forum 2023 ‘Gold & The Roaring 20s’
https://www.eventbrite.com.au/e/abc-bullion-precious-metals-forum-tuesday
Gold pops higher ahead of July Fed meeting and ANZ Bank forecasts more silver demand
Today we discuss gold’s moves ahead of The Fed's July meeting, ANZ Bank's forecast on the Silver market entering a period of tightness unseen for decades, and key targets to watch for the Aussie dollar.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id1592958488
Spotify:
Gold dips, investors hold steady and a possible grey swan event
Today we discuss gold’s recent dip to US$1,923, how investor interest is neither bullish nor bearish and we take a deep look at past exits from yield curve control and what pitfalls the Bank of Japan may face if they try to normalise policy.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id1
Gold hold steady as Fed pauses…plus silver’s fortunes are tied to China’s economic recovery
In this episode The Federal Reserve Bank pauses but assures the market there’s more hikes to come, the Aussie dollar hits its stride but does it have staying payer? Silver’s price moves remain tied to China’s slow moving economy and we have some very bullish price targets for gold.
Recorded at the Mines and Money Conference Melbourne - https://minesandmoney.com/melbourne/
PODCAST INFO:
ABC Refi
Gold pivots away from US$2075 and why the Aussie dollar is falling
In this episode we look at the reason’s behind gold’s pivot from 2075 back into the 1940s, how the markets appear to be pricing in a smooth debt ceiling negotiating, and what’s causing the Aussie dollar to fall.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id1592958488
Spotify: https://
Will gold head to US$2,500...plus how 'powerful macro themes and powerful macro risks' support gold
In this episode we look at the ‘powerful macro themes and powerful macro risks’ providing support for gold, how US loan officers are tightening lending conditions in spite of some quantitative easing attempts and why gold could reach US$2,500.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id15
Will gold attack US$2,075 again? Plus, why the ‘higher for longer’ Fed narrative is over…
In this episode we look at what is keeping gold at US$2,000 per ounce and how big bar demand is increasing despite the elevated price. We discuss
managed money’s pivot into gold, how silver’s is riding both gold and copper’s coattails, and why the Fed’s higher for longer rate narrative is about to end.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: ht
Banks go down, rates go up and gold runs hard. Plus…why the Fed had to raise rates so they didn’t spook the market
In this episode we analyse why gold has fallen back from its peak despite recent US banks collapsing, we look at the reasons behind the Fed rate hike and why banks will be forced to raise rates, leading to more pressure this tightening cycle.
Time Stamps
1:00 – The gold trade isn’t crowded despite gold’s run
3:55 – Traders didn’t want to be short gold with the swirl of news flow
5:25 – Au
Gold holds up as the Fed faces a two-speed economy. Plus, silver falls without a big spending package from China.
In today’s episode we look at the upcoming FOMC in March and discuss the mismatch between narrative and the futures market when it comes to what the Fed will do next. Nick dissects China’s recent National Party Congress, what the GDP expectations China has put forward mean and the hints which suggest China is looking to internalise consumption. Plus, as gold continues to hug the US$1,850s level, N
What lies above US$2,075 for gold...plus Fed still looks to hike, markets to remain volatile and silver’s duality.
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss why central banks increased their gold position in 2022, why the Federal Reserve Bank may hike a few more times and a key multiyear gold price target to watch.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id1592958488
Spo
Higher rates, sticky inflation, and what this means for gold in 2023
Can gold stay above US$1,800?
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how the potential Fed pivot fed a short covering rally in gold, why the performance of the Australian dollar hinges on China’s economic reopening, and key price targets ahead for the yellow metal.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: http
The Fed didn’t flinch
Are bond and equity asset markets pricing interest rate expectations in?
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss why the higher for longer rate narrative is here to stay, we question if equity markets have factored this in, and what this means for gold...
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcast
Fed – to pivot or not to pivot? Commentators say yes, market pricing suggests not
China’s political reshuffle and the impacts for Australian dollar
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss why gold short positions are still increasing, why central bank policies will keep markets transfixed for some time, and the impact of China’s 20th National Congress meeting on the Australian dollar.
PODCAST INFO:
ABC Refinery website: https://www.abcrefi
Why the Fed is unlikely to pivot in the current inflationary phase
Precious metals price action to watch out for
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how managed money is impacting gold positioning, why the Taylor Rule suggests the Fed won’t pivot, and how China’s 20th national congress meeting this week is likely to create a new political cycle in the middle kingdom.
PODCAST INFO:
ABC Refinery website: https://www.abcref
Fed drives higher for longer narrative, plus gold shrugs off geopolitics
When it comes to gold, in the end it’s still a rates market
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the Fed’s ongoing battle with inflation, the critical importance of energy security, and what’s really driving the gold price.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod
Momentum still with the US dollar
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the rotation from gold into US dollars, the dataset that spooked gold markets, and the continuing central bank policy divergence.
Recorded Friday 16th
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id1592958488
Spotify: https://
Central bankers in Jackson Hole continue aggressive tightening moves
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how gold failed to move up through a key indicator, how silver appears to have decoupled from copper, and why a once in a decade US dollar rally can trigger a crisis somewhere else.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold
Gold and silver react to Fed’s rate rise
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the dovish interpretation of the Fed’s July meeting and what that means for gold, why the Australian dollar is still under pressure, and if the Chinese property woes are a contagion event or if the CCP have the problem contained.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https
Gold treads water ahead of July FOMC
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how gold is treading water ahead of the July Federal Open Market Committee, how much higher can the US dollar go, and will the Fed start cutting rates in 2023?
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id1592958488
Spotify:
Fed and ECB policies diverge – can the system handle a shock from a highly valued US dollar?
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the impact dollar strength is having on gold and the increasing yield gap between the US dollar and major currencies. Finally, we ask, is there scope in the system for a shock from a highly valued US dollar?
Time Stamps:
· 0.41 – Gold longs aren’t strong, but shorts aren’t convinced
· 3:35 – Point n Figure suggested in Ap
Is the glass half full or half empty for gold?
In this episode of The Pod of Gold, we look at what managed money’s lack of rotation is signalling about stagflation fears, the G7’s decision to ban Russian gold imports, how the Fed will manage rate expectations against inflation plus the Bank of Japan’s intervention in their bond market and the inflection point in the Japanese yen.
Time Stamps:
· 0:40 – Managed money not rotating into gold despi
Rates, gold and the market that matters the most
Recorded at the Australian Gold Conference on 14th June, in this episode of The Pod of Gold, Nick Frappell & Shae Russell start with ‘the market that matters the most’, the Fed’s 75 basis point increase, discuss liquidity fears not seen since the financial crisis and how gold is holding up remarkably well...
Time Stamps:
· 1:29 – Higher interest rates triggered a ‘violent’ response from market
Gold holds, Fed stays on course and China blinks
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the confluence of Fibonacci levels in gold, the duality of views coming from the Federal Reserve Bank, and what Dr copper can tell us about silver.
Time Stamps:
· 1:06 – Gold closes above the weekly cloud
· 5:16 – Spot gold and the confluence of Fibonacci levels
· 8:19 – Point n Figure suggests there’s room for gold to re
The US dollar, war, stagflation and their impact on gold
Recorded Live from RIU Sydney 2022
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how the US dollar may be nearing the peak of its 39-month cycle, why Russia’s war on Ukraine increased inflation risks and what these mean for spot gold.
Time Stamps:
· 0:40 — US dollar strength and real yields
· 2:12 — Russian invasion worsens inflation outlook
· 3:53 — Key factors driv
How much longer can the US dollar rally last?
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how one indicator would have tested the resolve of most traders, the absolute smashing for most currencies against the US dollar, why Brent’s retreat won’t last and what could cause gold to jump despite the current strong dollar.
Time Stamps:
· 0:40 — Gold’s shooting star was a warning
· 4:28 — An unpleasant test for trad
Crude's correlation to gold and why the bulls are ready to charge
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss managed money’s increased short position for gold and silver’s recent bounce. Nick delves into Russia’s recent monetary theatre, then takes a deep look at the bullish predictions for Brent, and crude’s correlation to gold.
Time Stamps
· 0:44 — Managed money is on the defensive, yet technical support for gold is strong
· 7
Instability risks in China grow as gold sniffs out support
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the muted moves in spot gold and how support for the yellow metal is inching higher. Nick takes a deeper look at the dollar cost of China’s relentless pursuit of Covid zero, and what the rumblings in the Middle Kingdom’s property sector may mean for the Australian dollar.
Time Stamps:
· 1.00 – Fourth consecutive week of m
Fed hawks drive dialogue as gold finds support
In this episode of The Pod of Gold, Nick Frappell & Shae Russell look at how Managed Money has reduced their exposure to gold for the third week in a row, why the Fed’s terminal limit is higher than we think, and what the synchronised slowdown in two of the world’s largest economies means.
Time Stamps:
· 0.55 – Managed Money has reduced their positioning in gold three weeks in a row
· 3.10 – I
Fed sticks to their plan as the gold price falls
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the tilt of positioning in gold, some bullish price targets for silver and why the Fed didn’t want to spook the market. Plus, we have an update on China’s property sector, as well as a look at the LME’s day of reckoning last week.
Time Stamps:
· 0.57 – Why gold is difficult to trade during news flow
· 3.10 - Managed Money
Gold and commodities soar as Russia-Ukraine conflict drives markets
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the different factors influencing gold and silver, soaring commodity prices and the risks to the market plus how the changing of seasons may slow Russia’s invasion in the Ukraine.
Time Stamps:
· 1.30 – Gold has had two cracks at US$2,000 per ounce
· 3.53 – Managed money positioning – shorts are driving gold buying
· 6.07
How the Russian-Ukraine conflict may impact the Fed tightening cycle
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how the Russian-Ukraine conflict may lead to a less aggressive Fed tightening cycle for 2022, silver’s recent short covering and what Russia’s invasion means for gold in the weeks ahead.
Time Stamps:
· 1.00 – Gold volatility and managed money positioning
· 4.00 - ‘War drives up the price of gold but the news flow can driv
‘When the Fed is in a tightening cycle, we all are’
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss what fast money and slow money suggest about sentiment in gold, how 'when the Fed is in a tightening cycle, we all are' and the dollar positive environment which could provide a headwind for gold.
Time Stamps:
· 1.20 – Gold breaks through the weekly cloud top signalling a swing to the medium term bullish
· 3.40 – Managed
How the Fed may choke growth
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the gold’s price moves, managed money’s short covering in silver, how the yield curve is signalling slower growth and just how aggressive the Fed rate hikes may be. Finally, we touch on what a very long-term Point & Figure chart is telling us about the Aussie dollar.
Time Stamps:
· 1.10 – Physical gold in high demand
A period of indecision as gold readies to pivot
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss gold’s lively start to 2022 and a strong tightening cycle may drive people away from risk assets to risk-off assets. We assess the recent comments from the Fed and what several rate increases will mean for US dollar denominated debt. Plus, we touch on China’s relentless pursuit of zero covid to protect their export econom
How the Fed’s policies will impact gold
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the short position building behind gold and silver, however the longs are holding their nerve. We look at the Fed’s hawkish tapering then tightening promise to the market, and the impact that will have on both the US dollar and gold. Finally, we wrap up with the paths of propagation emanating from Evergrande, and how 2022
Gold versus a hawkish Fed and a strong US dollar
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how gold’s plunge has settled with spot gold’s consolidation looking supportive. Plus, as the Fed drops ‘transitory’ from its language, the hawkish tone from the central bank sets up a strong US dollar.
Time Stamps:
· 1.15 — Managed money gold flows – longs have reduced but not really replaced by shorts
· 3.10 — Gold hold
The Pod of Gold: Five minutes or under precious metals update
Need a precious metals update in a hurry? This is the one for you. Meet The Pod of Gold’s five minutes or under discussion of what’s moving precious metals right now. Today, Nick Frappell explains how the price consolidation in gold is setting up exciting upside targets.
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