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 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 (0:35) – Gold technical price targets (1:30) – Downside targets (2:09) – Gold's move higher (4:05) – Is gold adjusting to the conflict? (6:54) – What is gold's fair value? (9:45) – How the conflict is impacting gold (12:58) – Unlikely to see a rapid fall in gold (14:24) – Managed money agnostic on gold (16:00) – Key takeaways from the LBMA conference (18:15) – Key takeaways from this episode