The Pod of Gold

By ABC Refinery

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 Austra... more

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FAQs about The Pod of Gold:

How many episodes does The Pod of Gold have?

The podcast currently has 74 episodes available.

The Pod of Gold episodes:

February 20, 2023What lies above US$2,075 for gold...plus Fed still looks to hike, markets to remain volatile and silver’s duality.
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss why central banks increased their gold position in 2022, why the Federal Reserve Bank may hike a few more times and a key multiyear gold price target to watch.
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

(1:08) – Managed money positing for gold.

(4:34) – Is silver giving us an industrial take or a precious metals take on the world?

(8:50) – Higher rates aren’t bad for gold in isolation.

(14:30) – Can there be an orderly exit from yield curve control?

(15:31) – Markets still guessing the Fed’s terminal rate.

(19:00) – Central bank policy is disconnected from Taylor Rule.

(21:02) – Is a 50-basis point increase from the Fed on the cards?

(22:13) – Central banks increasing their gold position is about portfolio rebalancing, not de-dollarization.

(26:51) – Key price target for gold above US$2,075

(31:44) – Silver sits on support right now.
...more
36min
December 22, 2022Higher rates, sticky inflation, and what this means for gold in 2023
Can gold stay above US$1,800?
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how the potential Fed pivot fed a short covering rally in gold, why the performance of the Australian dollar hinges on China’s economic reopening, and key price targets ahead for the yellow metal.

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

(1:04) – The pivot narrative drives gold rally

(4:52) – Can gold stay above US$1,800?

(6:53) – Will silver sustain its current momentum?

(8:43) – Central banks, sticky inflation and “higher for longer” in 2023

(15:46) – China’s economic reopening affects the Aussie dollar

(20:57) – Outro
...more
23min
November 10, 2022The Fed didn’t flinch
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
...more
20min
October 27, 2022Fed – to pivot or not to pivot? Commentators say yes, market pricing suggests not
China’s political reshuffle and the impacts for Australian dollar
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss why gold short positions are still increasing, why central bank policies will keep markets transfixed for some time, and the impact of China’s 20th National Congress meeting on the Australian dollar.
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

(4:41) – Support for gold is close at hand

(5:33) – Silver has scope for a recovery

(9:23) – How does the Fed see the market?

(14:10) – Bank of Japan divergence from other central banks continues

(21:03) – China’s political reshuffle and the impacts for Australian dollar

(27:00) – Australian dollar may feel more pain in the medium term

(27:41) – Key Takeaways

(30:46) - Outro
...more
33min
October 11, 2022Why the Fed is unlikely to pivot in the current inflationary phase
Precious metals price action to watch out for
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how managed money is impacting gold positioning, why the Taylor Rule suggests the Fed won’t pivot, and how China’s 20th national congress meeting this week is likely to create a new political cycle in the middle kingdom.

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

(0:32) – Managed money’s gold positioning

(6:56) – Your question on Ichimoku answered

(Book by David Linton – Cloud Charts: Trading Success with the Ichimoku Technique - https://amzn.to/3Vauhx3

(7:52) – Silver currently taking its cue from gold

(14:18) – What the Fed will likely do next

(21:24) – A system afloat in debt

(22:15) – What’s driving the Australian Dollar?

Nick’s Aussie dollar discussion from August

(5:53) – Key takeaways

Receive Nick Frappell’s monthly precious metals technical analysis reports - https://www.abcrefinery.com/podcast

Write to Nick and Shae: [email protected]
...more
32min
September 26, 2022Fed drives higher for longer narrative, plus gold shrugs off geopolitics
When it comes to gold, in the end it’s still a rates market
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the Fed’s ongoing battle with inflation, the critical importance of energy security, and what’s really driving the gold price.
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

(0:41) – Managed money’s gold positioning leading up to the FOMC meeting

(2:43) – Gold ETF positioning sees approx. 1 million ounces in outflows

(3:04) – Point n Figure suggests gold could fall to US$1,645

(5:18) – Gold likely to remain range bound

(6:23) – Silver holds onto recent rally as short positions declines

(10:49) – Expect the Fed to keep interest rates higher for longer to ‘vanquish’ inflation

(13:06) – The central bank divergence continues between Fed and Japan

(15:04) – Putin under pressure drives a short-lived spot gold rally

(18:15) – Europe in for a tough decision around energy security coming into winter

(26:26) – Key takeaways

(27:30) – Charlie Morris fair valuation of gold - https://terminal.bytetree.com/gold/valuation
...more
31min
September 19, 2022Momentum still with the US dollar
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the rotation from gold into US dollars, the dataset that spooked gold markets, and the continuing central bank policy divergence.
Recorded Friday 16th
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

(0:41) – Managed money slightly bearish on gold

(2:12) – Gold ETF positioning declined by 1.4million troy ounces

(2:48) – Why the US dollar is pushing higher

(3:43) – Gold price movements explained

(5:29) – US CPI numbers rattled the market, what will this mean for gold going forward?

(6:09) – What will the Fed do next?

(11:00) – New price targets for silver

(14:39) – Resistance levels for gold

(16:09) – The divergence in central banking policy

(16:50) – Central Bank divergence and the impact on the Japanese yen

(22:21) – Interesting forecasts for the Chinese yuan

(24:27) – US Dollar Index (DXY) discussion and forecast

(28:55) – Key takeaway for today’s Pod of Gold podcast

(30:55) – Outro
...more
32min
August 31, 2022Central bankers in Jackson Hole continue aggressive tightening moves
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how gold failed to move up through a key indicator, how silver appears to have decoupled from copper, and why a once in a decade US dollar rally can trigger a crisis somewhere else.
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:
(0:00) – Intro

(0:46) – Managed money gold long and short position update

(2:40) - Worldwide gold ETFs drop further

(3:45) - Gold failed to get up through the daily Ichimoku cloud

(5:37) - Top central bankers deliver hawkish message at Jackson Hole

(9:02) – U.S. Dollar Index (DXY) resting near historical highs

(10:22) - A once in a decade dollar rally often creates a crisis somewhere else

(11:04) – The ECB is engaging in a more aggressive tightening move

(11:59) – Terminal rate forecast are tilted to the upside 3.75-4%

(14:35) – Is there a rebound in silver’s future?

(17:41) - Copper and silver are sending different signals for now

(18:55) – An important week of data to watch

(19:27) – US non-farm payroll expectations

(21:03) – There are some things out of the central banks’ control

(22:41) – Australian dollar remains on the defensive

(24:00) – A tighter rate environment worldwide will lead to a shrinking demand for Aussie exports

(25:31) – Key takeaway for today’s Pod of Gold podcast

(27:12) - Outro
...more
29min
August 04, 2022 Gold and silver react to Fed’s rate rise
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the dovish interpretation of the Fed’s July meeting and what that means for gold, why the Australian dollar is still under pressure, and if the Chinese property woes are a contagion event or if the CCP have the problem contained.
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:
· 0:00 – Intro
· 0:37 – Diggers & Dealers in Kalgoorlie
· 1:50 – Federal Reserve raises rates by 75 basis points
· 2:20 – Managed money gold positioning increased very slightly
· 4:15 – Gold ETFs slightly declined
· 4:30 – Gold Ichimoku pauses at a turning point of 1780
· 5:45 – Silver rallies through substantial shorts in the silver market
· 9:10 – The silver price to look out for
· 10:58 – Macro outlook for gold on the back of Fed comments
· 15:59 – How Nanci Pelosi’s trip to Taiwan caused the gold price to move
· 17:34 – Reserve Bank of Australia increases interest rates as the Australian dollar continues to weaken – Will it fall further?
· 22:19 – Are the Chinese property problems a contagion or are they contained?
· 29:00 – China's economy could be dragged down by loss of confidence in property sector
· 31:22 – Dr Dambisa Moyo’s keynote speech on how you need to be process driven to thrive in instability and chaos
· 33:38 – Outro
...more
35min
July 26, 2022 Gold treads water ahead of July FOMC
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how gold is treading water ahead of the July Federal Open Market Committee, how much higher can the US dollar go, and will the Fed start cutting rates in 2023?
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:
...more
25min

FAQs about The Pod of Gold:

How many episodes does The Pod of Gold have?

The podcast currently has 74 episodes available.