56 episodes
The Pod of Gold ABC Refinery
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- Business
Hosts Nick Frappell and Shae Russell interview members of the ABC Refinery team and industry professionals to better understand today’s investing landscape for precious metals.
ABC Refinery is Australasia’s pre-eminent independent precious metal assayer, refiner and mint. ABC Refinery is the refining division of Pallion, Australasia’s largest independent precious metal services group of companies.
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Could gold reach US$2,500 this year?
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 timestamp to jump to that time.
Timestamps:
(1:31) – Macro forces driving gold down
(5:36) – Impacts of the SHFE gold contracts
(8:20) – Markets jump at shadows over potential Fed moves
(12:10) – Positive outlook for the DXY
(17:01) – Fast money versus slow money
(21:43) – One downside target…but large amount of open interest at US$2,500
(25:05) – Key takeaways: Market embracing ‘higher for longer’. -
Has this heart stopping #gold rally peaked?
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 for the episode. On some podcast players you should be able to click the timestamp to jump to that time.
Timestamps:
(1:27) – Fed suggests they will cut rates, gold leaps
(6:09) – Broader macro forces behind gold
(8:25) – Bank of Japan and yield curve control
(15:40) – Fast money leads the market
(19:58) – Slow money still lags
(21:58) – Why gold will cluster around US$2,332
(26:35) – Physical gold demand remains strong -
Gold: How long will this super hot rally last?
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
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.
Timestamps:
(0:00) – Intro
(0:49) – What is driving the gold price rally?
(4:44) – Geopolitical events impacting gold
(6:48) – Gold price targets
(8:49) – Gold managed money positions
(12:15) – Gold ETF data
(18:30) – Has new support formed for gold?
(20:59) – Key takeaways -
Will gold crack US$2,500?
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 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.
Timestamps:
(1:43) – The market machine versus the Fed
(3:25) – We still have a positive dollar environment
(6:05) – Short term gold price targets
(8:55) – Managed money positioning
(11:10) – Option strikes for gold remain magnetic
(12:30) – Could gold move to US$2,500 per ounce?
(17:59) – Australian rate decisions ‘the canary in the coal mine’
(21:27) – Chinese market intervention blunts market price discovery -
Evergrande, dominates news but gold doesn’t react…plus why the Fed is moving down the rate cut path with caution.
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 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.
Timestamps:
(0:52) What's driving gold prices
(1:56) Are rate cuts coming?
(6:56) Managed markets on gold
(8:38) Evergrande
(12:53) US Dollar
(14:55) Gold price targets
(17:07) Bank of Japan
(20:02) Key takeaways -
Gold - holding above US$2,000 - Where next?
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
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.
Timestamps:
(0:40) What is keeping gold elevated
(3:50) Gold's macro position
(7:00) Gold & Geopolitics
(10:20) Gold price points
(14:46) A bullish setup for gold
(16:24) China's stimulus package
(21:10) Summary for 2024
(24:15) Forward looking predictions
(25:03) The Pod of Gold - Top 5 gold podcast worldwide