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!

In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, discusses gold's recent surge past the $2500 mark.

Nick explores the factors behind this psychological milestone, including shifts in U.S. rate expectations and the ongoing influence of central bank policies.

Nicholas also delves into the impact of China’s economic stagnation on gold demand and the surprising dynamics between fast and slow money in the market. The episode wraps up with a look at the Australian dollar's unusual divergence from iron ore prices and what this means for future rate cuts by the Reserve Bank of Australia.

Tune in to gain insights into the current state of the gold market, the macroeconomic influences at play, and what could be on the horizon for both gold and currency markets.

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
• (0:35) – Gold Surpasses $2500: Key Drivers
• (1:13) – U.S. Rate Expectations and Their Impact
• (2:55) – Gold Positioning: Fast vs. Slow Money
• (6:54) – Technical Analysis: Ichimoku Cloud
• (9:22) – Medium term gold targets
• (11:33) – The Stagnation in China and Its Implications
• (22:45) – Australian Dollar vs. Iron Ore: A New Disconnect
• (26:43) – Key Takeaways and Closing Remarks

In this episode of The Pod of Gold, host Shae Russell and Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, delve into the recent market volatility and its impact on gold.

They discuss the factors driving recent market events, including significant changes in non-farm payrolls and the Bank of Japan's rate hike.

Nicholas provides a detailed analysis of gold's performance, technical indicators like the Ichimoku Cloud and Point and Figure charts, and the broader macroeconomic influences affecting gold prices.

Tune in to gain insights into the short-term downside and long-term upside potential for gold amidst the current market upheaval.

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
• - (2:30) – Market Recap
• - (5:45) – Gold's Recent Performance
• - (9:15) – Gold Positioning and Indicators
• - (13:30) – Technical Analysis: Ichimoku Cloud
• - (17:00) – Point and Figure Charting
• - (21:45) – Macro Influences on Gold
• - (26:15) – Japan's Economic Policy
• - (30:45) – Key takeaways

In this episode, Nicholas Frappell and Shae Russell delve into gold's recent consolidation, the impact of a strong dollar on Asian currencies, and the effects of market narratives on the yellow metal.

They also explore the implications of US non-farm payrolls, China's pause on gold purchases, and the ongoing expectations around Fed rate cuts.

Finally, they touch on Japan's economic policies and the broader implications for global markets.

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
• - (1:06) – Gold's Consolidation
• - (3:16) – Market Positioning and Data
• - (5:00) – Fed Rate Expectations
• - (7:00) – Official Sector Gold Buying
• - (9:09) – Japan's Economic Policies
• - (14:18) – Emerging Stresses in Asian Currencies
• - (17:08) – Price Targets for Gold
• - (18:55) – Key takeaways

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

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