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

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

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!