In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, unpacks the powerful forces pushing gold above USD $3,000 per ounce — and whether it has further to go.
Recorded on Monday, April 14, this episode dives deep into the drivers of the current gold rally
Plus, don’t miss Nick’s sharp commentary on America’s evolving economic policy and its ripple effects across precious metals markets.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappell
Shae Russell: https://twitter.com/shaearussell
Subscribe to Nick’s monthly report for deep technical & macro insights.
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In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the Fed's statements after their March meeting and the factors driving the recent surge in gold prices.
Recorded on Thursday 20th March, Frappell examines how far above $3,000 per ounce gold can go.
Frappell’s analysis delves into what managed money positioning reveals about the current gold rally, exploring the role of short covering and gold ETF flows. He also touches upon the silver market and the significant buying activity observed.
The episode further covers technical analysis using the Ichimoku Cloud, highlighting the positive trend for gold.
Frappell also discusses short-term gold price targets based on point and figure analysis. The conversation also touches on Fed Chair Powell's recent comments regarding inflation expectations and tariffs . Finally, the episode briefly addresses market pricing of the Fed's future interest rate expectations.
PODCAST INFO:
ABC Refinery website: https://www.abcrefinery.com/podcast
Nick Frappell: https://twitter.com/nick_frappell
Shae Russell: https://twitter.com/shaearussell
OUTLINE:
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Tune in to hear expert perspectives on the outlook for gold, the significance of managed money positioning, and the implications of the Fed's recent communication....
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the factors influencing gold markets, recorded on February 28th.
Frappell examines what managed money reveals about gold.... He also addresses how much longer gold's rally may last…
In international markets the hosts discuss the US Gold Reserve Revaluation and China’s property sector.
From gold’s technical targets and managed money positioning to the RBA's recent rate cut, the Fed's potential slower pace of rate cutting through 2025, and how these policies may affect gold 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:
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Tune in to hear expert perspectives on the short-term and long-term outlook for gold....
In the first episode of The Pod of Gold for 2025, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, breaks down a whirlwind start to the year for gold.
Just one month into 2025, gold has already hit two record highs, with the latest peak at $2,830 USD. But what’s driving the price action?
The big headline is Trump’s new tariffs, imposed on Canada, Mexico, and China over the weekend. Nicholas explains how these tariffs are impacting gold and silver markets, short-term borrowing rates, and the US dollar. They also explore what this means for inflation, trade, and economic growth as the global economy braces for uncertainty.
From gold’s technical targets and managed money positioning to the broader geopolitical and currency implications of a new trade war, this episode unpacks all the critical market movements shaping 2025.
PODCAST INFO:
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Don’t miss this must-listen episode as markets brace for a volatile year ahead!
In the final Pod of Gold episode for 2024, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, unpacks a tumultuous year for the gold market and provides a look ahead to 2025. Exploring the latest market movements, including the impact of the proposed Trump tariffs on gold and silver imports, recent shifts in gold’s forward curve, and key technical price levels for the metal.
Frappell offers insights into geopolitical developments, from the fall of the Assad regime in Syria to China’s pivot toward fiscal expansion. The discussion also touches on managed money positioning, ETF outflows, and how these factors are shaping the gold market as we close out the year. With forecasts for gold’s targets in 2025 and a recap of pivotal moments from the past year, this episode is packed with expert analysis to wrap up 2024.
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 Gold Market Overview
(1:00) – Impact of Trump’s Proposed Tariffs on Gold and Silver Imports
(5:15) – Managed Money Positioning and ETF Trends
(7:06) – Gold’s Technical Levels and Ichimoku Cloud Analysis
(9:00) – Gold’s Targets on Point and Figure
(10:30) – Geopolitical Update: Syria and Middle Eastern Uncertainty
(12:09) – China’s Fiscal Expansion and Its Global Implications
(14:08) – Key Takeaways for Gold Investors in 2025
Special Announcement:
We’ll be back with fresh episodes in late January 2025, featuring deep dives into market positioning, geopolitical trends, and new gold forecasts. Until then, we wish all our listeners a joyful holiday season and a prosperous New Year!
Don’t miss this insightful wrap-up of the year in gold!
In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery discusses the recent "Trump bump" and gold's subdued trading behavior. Dive into managed money positioning and technical analysis using the Ichimoku Cloud, exploring what the charts indicate for gold's future, including the potential for a move beyond $2,700.
The discussion shifts to the geopolitical landscape, providing unique insights into Middle Eastern tensions and the renewed prominence of the Assad regime in Syria. As the year winds down, we reflect on key takeaways for gold investors, including the dangers of fixation on specific price targets like $3,000 per ounce.
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
(1:24) – Recap of recent gold moves
(3:34) – Managed Money Positioning
(7:17) – Gold Targets
(8:54) – $3,000 for gold?
(10:08) – Global tensions on the precious metals price
(15:28) – Key takeaways
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:
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.
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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:
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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.
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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.
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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.
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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.
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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
In this episode, Nicholas Frappell covers gold's recent move south and the ongoing impact of open interest.
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:
(1:31) – Macro forces driving gold down
(5:36) – Impacts of the SHFE gold contracts
(8:20) – Markets jump at shadows over potential Fed moves
(12:10) – Positive outlook for the DXY
(17:01) – Fast money versus slow money
(21:43) – One downside target…but large amount of open interest at US$2,500
(25:05) – Key takeaways: Market embracing ‘higher for longer’.
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.
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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:
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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.
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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:
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: (0:52) What's driving gold prices (1:56) Are rate cuts coming? (6:56) Managed markets on gold (8:38) Evergrande (12:53) US Dollar (14:55) Gold price targets (17:07) Bank of Japan (20:02) Key takeaways
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:
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: (0:40) What is keeping gold elevated (3:50) Gold's macro position (7:00) Gold & Geopolitics (10:20) Gold price points (14:46) A bullish setup for gold (16:24) China's stimulus package (21:10) Summary for 2024 (24:15) Forward looking predictions (25:03) The Pod of Gold - Top 5 gold podcast worldwide
