Episodes
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
Shae Russell: https://twitter.com/shaearussell
OUTLINE:...
Published 05/29/24
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 hasn't changed
(16:22) – Young women are increasingly buying gold
(20:22) – Options pricing...
Published 05/12/24
Published 05/12/24
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: Here's the timestamps for the episode. On some podcast players you should be able to click the...
Published 04/29/24
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 Russell: https://twitter.com/shaearussell
OUTLINE: Here's the timestamps...
Published 04/07/24
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
Nick Frappell: https://twitter.com/nick_frappell
...
Published 03/18/24
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: https://www.abcrefinery.com/podcast
Nick...
Published 02/25/24
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.
PODCAST INFO:
ABC Refinery...
Published 02/12/24
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.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
...
Published 01/25/24
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.
Timestamps:
(0:55) Au reacts to US jobs data
(3:36) The ongoing disconnect between the Fed and the markets
(8:40) Managed money positioning
(14:09) Technical price points for gold
(18:31) DXY cycle continues
(23:11) The BoJ gets one chance to exit...
Published 12/20/23
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
Nick Frappell: https://twitter.com/nick_frappell
Shae...
Published 12/06/23
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/shaearussell
OUTLINE: Here's the timestamps for the episode. On some podcast players you...
Published 11/23/23
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
Nick Frappell: https://twitter.com/nick_frappell
Shae...
Published 11/13/23
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
Shae Russell: https://twitter.com/shaearussell
OUTLINE: Here's the timestamps for the...
Published 10/05/23
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
Shae Russell: https://twitter.com/shaearussell
OUTLINE: Here's the...
Published 09/20/23
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://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappell
Jordan...
Published 09/04/23
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-22nd-august-ivy-ballroom-6pm-tickets-662647234717
Use code: PODOFGOLD for 20% off your ticket...
Published 07/21/23
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: https://open.spotify.com/show/1WCw03OP7dsWJFrGR2l5Zb
RSS:...
Published 07/13/23
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/id1592958488
Spotify: https://open.spotify.com/show/1WCw03OP7dsWJFrGR2l5Zb
RSS:...
Published 06/30/23
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 Refinery website: https://www.abcrefinery.com/podcast
Apple Podcasts:...
Published 06/20/23
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://open.spotify.com/show/1WCw03OP7dsWJFrGR2l5Zb
RSS:...
Published 05/30/23
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/id1592958488
Spotify: https://open.spotify.com/show/1WCw03OP7dsWJFrGR2l5Zb
RSS:...
Published 05/15/23
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: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id1592958488
Spotify:...
Published 04/17/23
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 lost momentum at US$2,000, support remains above US$1,900
10:45 – Litigation in the pipeline...
Published 03/29/23
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, Nick casts his technical lens over the price targets that matter right now and why the US$1,800...
Published 03/09/23
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