The Pod of Gold

ABC Refinery
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The Pod of Gold

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.

  1. 1 DAY AGO

    Gold’s Year-End Review: Tariffs, Targets, and Global Shifts

    In the final Pod of Gold episode for 2024, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, unpacks a tumultuous year for the gold market and provides a look ahead to 2025. Exploring the latest market movements, including the impact of the proposed Trump tariffs on gold and silver imports, recent shifts in gold’s forward curve, and key technical price levels for the metal. Frappell offers insights into geopolitical developments, from the fall of the Assad regime in Syria to China’s pivot toward fiscal expansion. The discussion also touches on managed money positioning, ETF outflows, and how these factors are shaping the gold market as we close out the year. With forecasts for gold’s targets in 2025 and a recap of pivotal moments from the past year, this episode is packed with expert analysis to wrap up 2024. 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) – Introduction and Gold Market Overview (1:00) – Impact of Trump’s Proposed Tariffs on Gold and Silver Imports (5:15) – Managed Money Positioning and ETF Trends (7:06) – Gold’s Technical Levels and Ichimoku Cloud Analysis (9:00) – Gold’s Targets on Point and Figure (10:30) – Geopolitical Update: Syria and Middle Eastern Uncertainty (12:09) – China’s Fiscal Expansion and Its Global Implications (14:08) – Key Takeaways for Gold Investors in 2025 Special Announcement: We’ll be back with fresh episodes in late January 2025, featuring deep dives into market positioning, geopolitical trends, and new gold forecasts. Until then, we wish all our listeners a joyful holiday season and a prosperous New Year! Don’t miss this insightful wrap-up of the year in gold!

    15 min

  2. 6 DEC

    Subdued Gold and Geopolitical Insights: Preparing for 2025

    In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery discusses the recent "Trump bump" and gold's subdued trading behavior. Dive into managed money positioning and technical analysis using the Ichimoku Cloud, exploring what the charts indicate for gold's future, including the potential for a move beyond $2,700. The discussion shifts to the geopolitical landscape, providing unique insights into Middle Eastern tensions and the renewed prominence of the Assad regime in Syria. As the year winds down, we reflect on key takeaways for gold investors, including the dangers of fixation on specific price targets like $3,000 per ounce.  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) – Introduction and Overview (1:24) – Recap of recent gold moves (3:34) – Managed Money Positioning (7:17) – Gold Targets (8:54) – $3,000 for gold? (10:08) – Global tensions on the precious metals price (15:28) – Key takeaways

    19 min

  3. 7 NOV

    Gold's Path Ahead: Expect Volatility, Central Bank Moves, and Election Impacts

    In this special episode of The Pod of Gold, recorded live at IMARC Sydney 2024 Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery dives into key predictions, including his previous forecast for gold’s climb to $2,780, which has now come to fruition. Frappell examines new price targets for gold, including technical levels of $2,808 and a more distant possibility of $3,500. Plus, the hot topic of de-dollarization and discuss how China’s economic structure shapes its dollar dependence. 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) – Introduction and Overview (0:30) – Revisiting Last Year’s Predictions and Gold’s Climb to $2,780 (1:49) – New Price Targets: $2,809 and Long-Term Outlook (3:22) – U.S. Elections and Their Impact on Market Volatility (4:29) – Central Bank Buying Trends and Insights from UK Gold Exports (6:48) – China’s Economic Slowdown: Impact on Global Gold Demand (10:09) – The De-Dollarization Debate and Future of Reserve Currencies (16:45) - Geopolitical Risk in the Middle East and Its Influence on Gold (22:27) – Closing Remarks and Preview of Election Insights

    24 min

  4. 9 OCT

    Gold's Wild Ride: U.S. Employment Data, Fed Speculation, and Middle East Tensions

    In this episode of The Pod of Gold Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, breaks down the recent market movements and gold’s volatile reaction to U.S. employment data. Frappell explores how the latest non-farm payroll numbers have sparked speculation around the Fed's next move and what it means for gold prices in the coming months. Also discussed in this episode is the growing geopolitical tensions in the Middle East and how they could further support the gold price. Frappell provides insights into the latest managed money positioning, as well as technical analysis using the Ichimoku Cloud and other indicators. Tune in for an expert take on where gold may be headed next and what data surprises could impact the markets. PODCAST INFO: ABC Refinery website: ⁠⁠⁠https://www.abcrefinery.com/podcast⁠⁠⁠ Nicholas Frappell: ⁠⁠⁠⁠https://twitter.com/nick_frappell⁠⁠⁠⁠ Shae Russell: ⁠⁠⁠⁠https://twitter.com/shaearussell⁠⁠⁠⁠ OUTLINE: Here are 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) – Introduction (0:15) – Gold's Recent Market Behaviour (0:55) – US Employment Data and Gold’s Reaction (7:14) – Managed Money Positioning in Gold (8:24) – Technical Analysis: Ichimoku Cloud and Price Targets (11:30) – Gold’s Outlook for the Remainder of the Year

    14 min

  5. 24 SEPT

    Gold's Surge, Fed Cuts, and Japan’s Next Move: Navigating US$2,600 and Beyond

    In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, breaks down the factors driving gold's remarkable surge past US$2,600. Recorded on Friday, 20th September 2024, Frappell discusses the Federal Reserve’s unexpected 50 basis point rate cut and its impact on the markets, along with the evolving monetary policies from Japan and how they influence global gold trends. He provides a detailed analysis of gold’s technical outlook using the Ichimoku Cloud and Point and Figure charts, offering insights into where gold may be heading next. Also touched on is China's economic slowdown and its implications for demand. Tune in to hear expert perspectives on the short-term and long-term outlook for gold in these unprecedented times. 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 are 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) – Introduction (1:03) – Fed’s 50 basis point rate cut and its impact (8:00) – Gold surpasses US$2,600: What’s next? (11:10) – Is gold going higher? (16:39) – China’s economic slowdown and its effect on gold (22:35) – Japan's monetary policy outlook (25:57) – Australian Dollar and RBA dynamics (29:51) – Key takeaways and closing remarks (31:55) – Continue sending in your questions Tune in now for deep insights into gold, central banks, and the evolving global economy!

    33 min

  6. 22 AUG

    Gold Breaks $2500: What’s Next? Insights on Rate Expectations, China, and the Aussie Dollar

    In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, discusses gold's recent surge past the $2500 mark.  Nick explores the factors behind this psychological milestone, including shifts in U.S. rate expectations and the ongoing influence of central bank policies. Nicholas also delves into the impact of China’s economic stagnation on gold demand and the surprising dynamics between fast and slow money in the market. The episode wraps up with a look at the Australian dollar's unusual divergence from iron ore prices and what this means for future rate cuts by the Reserve Bank of Australia. Tune in to gain insights into the current state of the gold market, the macroeconomic influences at play, and what could be on the horizon for both gold and currency markets. 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 are 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) – Introduction (0:35) – Gold Surpasses $2500: Key Drivers (1:13) – U.S. Rate Expectations and Their Impact (2:55) – Gold Positioning: Fast vs. Slow Money (6:54) – Technical Analysis: Ichimoku Cloud (9:22) – Medium term gold targets (11:33) – The Stagnation in China and Its Implications (22:45) – Australian Dollar vs. Iron Ore: A New Disconnect (26:43) – Key Takeaways and Closing Remarks

    32 min

  7. 7 AUG

    Navigating Market Volatility: Short-Term Downside and Long-Term Upside for Gold

    In this episode of The Pod of Gold, host Shae Russell and Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, delve into the recent market volatility and its impact on gold. They discuss the factors driving recent market events, including significant changes in non-farm payrolls and the Bank of Japan's rate hike. Nicholas provides a detailed analysis of gold's performance, technical indicators like the Ichimoku Cloud and Point and Figure charts, and the broader macroeconomic influences affecting gold prices. Tune in to gain insights into the short-term downside and long-term upside potential for gold amidst the current market upheaval. 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) – Introduction - (2:30) – Market Recap - (5:45) – Gold's Recent Performance - (9:15) – Gold Positioning and Indicators - (13:30) – Technical Analysis: Ichimoku Cloud - (17:00) – Point and Figure Charting - (21:45) – Macro Influences on Gold - (26:15) – Japan's Economic Policy - (30:45) – Key takeaways

    21 min

  8. 27 JUNE

    Gold's Consolidation and the Impact of a Strong Dollar

    In this episode, Nicholas Frappell and Shae Russell delve into gold's recent consolidation, the impact of a strong dollar on Asian currencies, and the effects of market narratives on the yellow metal. They also explore the implications of US non-farm payrolls, China's pause on gold purchases, and the ongoing expectations around Fed rate cuts. Finally, they touch on Japan's economic policies and the broader implications for global markets. 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 - (1:06) – Gold's Consolidation - (3:16) – Market Positioning and Data - (5:00) – Fed Rate Expectations - (7:00) – Official Sector Gold Buying - (9:09) – Japan's Economic Policies - (14:18) – Emerging Stresses in Asian Currencies - (17:08) – Price Targets for Gold - (18:55) – Key takeaways

    21 min
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About

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.

Information

  • Creator
    ABC Refinery
  • Years Active
    2021 - 2024
  • Episodes
    66
  • Rating
    Clean
  • Copyright
    © ABC Refinery
  • Show Website
    The Pod of Gold

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