58 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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Gold bubbling on the back of Fed’s higher for longer
In this episode, Nicholas Frappell discusses: Gold cooling from recent rally, Fed sticking with higher for longer, Managed Money is positive on gold, Bullish targets for silver, and is US$2,600 possible?
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
- (0:48) – What is driving the gold price rise?
- (5:51) – Managed money in this rally
- (9:01) – Bullish targets for silver
- (16:26) – Gold price targets
- (18:13) – Is US$2,600 possible?
- (23:24) – Key takeaways -
Decoding the global financial tapestry at this year’s RIU
Record at the RIU Resources Round-up: In this episode, Nicolas Frappell unravels the complexities of global currencies and their relation to gold’s current rally, the nuances of the Federal Reserve’s anticipated rate cuts and how these continue to influence gold.
(1:40) – Myths around the gold market
(7:00) – How much of the rally is Chinese gold buying?
(13:00) – China’s proportion of US dollars hasn't changed
(16:22) – Young women are increasingly buying gold
(20:22) – Options pricing remains magnetic
(26:52) – Key message -
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