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://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 (5:01) – Silver rally stops right at the Weekly Standard Line (7:14) – Federal Reserve doesn’t flinch in the face of markets (9:44) – Are bond and equity asset markets pricing interest rate expectations in? (10:57) – The drivers behind the Australian dollar movements (15:57) – Key Takeaways (18:00) - Outro