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 87 episodes available.

The Pod of Gold episodes:

April 17, 2023Will gold attack US$2,075 again? Plus, why the ‘higher for longer’ Fed narrative is over…
In this episode we look at what is keeping gold at US$2,000 per ounce and how big bar demand is increasing despite the elevated price. We discuss
managed money’s pivot into gold, how silver’s is riding both gold and copper’s coattails, and why the Fed’s higher for longer rate narrative is about to end.
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.
(1:00) – Gold has moved above past resistance

(5:48) – Managed Money pivots into gold

(8:53) – Asian physical demand softens while gold is elevated

(10:46) – A degree of consolidation within the rising gold trend

(14:03) – Understanding Powell’s preferred measure T-Bill metric

(19:43) – Futures market indicates higher terminal rate for the Aussie dollar

(23:21) – Aussie dollar to face resistance around 69 US cents

(27:50) – Silver rides gold coattails higher

(34:10) – Copper’s strength also supports silver

(36:55) – Poll: Will gold mount a successful challenge to the 'double top' level?
...more
40min
March 29, 2023 Banks go down, rates go up and gold runs hard. Plus…why the Fed had to raise rates so they didn’t spook the market
In this episode we analyse why gold has fallen back from its peak despite recent US banks collapsing, we look at the reasons behind the Fed rate hike and why banks will be forced to raise rates, leading to more pressure this tightening cycle.

Time Stamps

1:00 – The gold trade isn’t crowded despite gold’s run
3:55 – Traders didn’t want to be short gold with the swirl of news flow
5:25 – Au lost momentum at US$2,000, support remains above US$1,900
10:45 – Litigation in the pipeline
12:10 – Substantial short covering in silver
15:55 – The Fed couldn’t increase rates by 0.50%…but they couldn’t do nothing either
25:55 – Tightening isn’t just being driven by the Fed
26:30 – International outlook weighs on Aussie dollar
29:22 – Gold and the global economy over 2023
...more
36min
March 09, 2023Gold holds up as the Fed faces a two-speed economy. Plus, silver falls without a big spending package from China.
In today’s episode we look at the upcoming FOMC in March and discuss the mismatch between narrative and the futures market when it comes to what the Fed will do next. Nick dissects China’s recent National Party Congress, what the GDP expectations China has put forward mean and the hints which suggest China is looking to internalise consumption. Plus, as gold continues to hug the US$1,850s level, Nick casts his technical lens over the price targets that matter right now and why the US$1,800 level looks supportive.
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.
(1:21) – Gold rally lost steam at a key Fibonacci level

(4:58) – Targets to watch for with gold in the US$1,800 range

(7.20) – Silver sees an increase in shorts

(10:05) – Silver reacts to China’s economic reopening

(12:36) – The Fed are facing a two-speed economy

(14:50) – Will “higher for longer” be relevant after this week’s data dump?

(19:06) – Breaking down China’s National Party Congress

(21:54) – The Aussie dollar’s down move in an aggressive hiking cycle

(25:21) – Key takeaways

Link to last episode "What lies above US$2,075 for gold?"
https://open.spotify.com/episode/5htibKWKC3dOwIBMvA60dg
...more
30min
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

FAQs about The Pod of Gold:

How many episodes does The Pod of Gold have?

The podcast currently has 87 episodes available.