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.abcrefinery.com/podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id1592958488 Spotify: https://open.spotify.com/show/1WCw03OP7dsWJFrGR2l5Zb RSS: https://anchor.fm/s/66995438/podcast/rss 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 timestamp to jump to that time. (0:00) – Intro (0:53) – Managed money’s gold positioning (4:41) – Support for gold is close at hand (5:33) – Silver has scope for a recovery (9:23) – How does the Fed see the market? (14:10) – Bank of Japan divergence from other central banks continues (21:03) – China’s political reshuffle and the impacts for Australian dollar (27:00) – Australian dollar may feel more pain in the medium term (27:41) – Key Takeaways (30:46) - Outro