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 jum ..read more

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 ..read more

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.c ..read more

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 Russel ..read more

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:  ..read more

In this episode Nicholas Frappell covers the gold’s all time high, price retreat and what targets to look for as the price settles. Why the US data released later this week will determine the outlook going into 2024 and what the Taylor Rule says about the Federal Reserve Bank’s current rate settings. 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 ..read more

In this week's Pod of Gold episode, Nicholas Frappell covers gold’s potential double top, the exuberance behind the recent bond rally and has the Fed reached its terminal rate? 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. (0:00) – Intro (1:20) – How likel ..read more

In this week's Pod of Gold episode, Nicholas Frappell covers gold’s potential double top, the exuberance behind the recent bond rally and has the Fed reached its terminal rate? 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. (0:00) – Intro (1:20) – How likel ..read more

In this episode Nicholas Frappell discusses the ‘war premium’ versus gold’s fair value, the likelihood of the Strait of Hormuz closing and how the ongoing Israel-Palestine conflict will impact gold prices going forward. Recorded at the International Mining and Resources Conference (IMARC) 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 ..read more

In this episode Nick Frappell discusses why gold's recent drop is the market accepting rates will be 'high for longer', why the Aussie dollar will remain under pressure for the foreseeable future and where gold might head to next. 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 th ..read more