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 driving the gold price · 7:22 — What net positioning in the US dollar reveals · 10:31 — The importance of the ‘little purple box’ · 12:07 — Three bullish price targets for spot gold · 15:12 — The gold bull is out – but with a caveat · 18:19 — High natural gas prices risk food insecurity  · 21:14 — China’s banking sector ‘very linked’ to property · 24:18 — RBA and inflation: Can they reduce Australia’s inflation pressures? · 28:15 — Key takeaways · RIU presentation can be found here: https://www.youtube.com/watch?v=GnIE0u9Lqh8