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The Pod of Gold

ABC Refinery
Gold
China
Federal Reserve
Silver
US Dollar
Ichimoku Cloud
Shanghai Gold Exchange
Gold Market
Trump Administration
Tariffs
Trump Tariffs
Bank Of Japan
Geopolitical Tensions
Ukraine
Israel
Asian Currencies
De-Dollarization
ABC Refinery
Iran
Interest Rates

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 Australasia’s pre-eminent independent precious metal assayer, refiner and mint. ABC Refinery is the refining division of Pallion, Australasia’s largest independent precious metal services group of companies.... more

PublishesMonthlyEpisodes86Founded5 years ago
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BusinessInvesting

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Artwork for The Pod of Gold

Latest Episodes

In this sharp, fast-paced edition of The Pod of Gold, ABC Refinery’s Global Head Institutional Markets, Nicholas Frappell, breaks down the "concerted slide lower" defining the precious metals landscape.

Recorded on 2 July 2026, Nick bypasses retail... more

In this mid-June edition of The Pod of Gold, Nicholas Frappell, Global Head Institutional Markets at ABC Refinery, delivers high-level resource intelligence on the shifting precious metals sector.

Recorded on 10 June 2026, this strategic session by... more

In this episode of The Pod of Gold, Nicholas Frappell returns from the RIU Sydney Resources Roundup to discuss a market caught between "fatigue" and "crunch time."

While the closure of the Strait of Hormuz remains a critical threat, Frappell explai... more

In this high-stakes update, Nicholas Frappell examines the "U-turn" in the gold market following a period of extreme volatility. After gold hit a significant low of US$4,100 on March 23rd, it staged a US$300 rally, creating a powerful "Hammer" candle... more

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Recent Guests

Nick Frappell
Global Head of Institutional Markets at ABC Refinery
ABC Refinery
Episode: Gold’s Relentless Run: Targets, ETFs, and the Fed

Hosts

Shae Russell
Host of The Pod of Gold
Nick Frappell
Global Head of Institutional Markets

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#15
Philippines/Business/Investing
Apple Podcasts
#84
Philippines/Business
Apple Podcasts
#247
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Gold Breaks $4,000: What’s Driving the Rally and What Comes Next
Q: What is the current interpretation of positioning data, given the US holiday and CFTC reporting gaps?
The host and Nick discuss that positioning data is incomplete due to holidays and the shutdown, but ETF positioning has still risen strongly, suggesting underlying demand and risk sentiment remain supportive for higher prices.
Gold Breaks $4,000: What’s Driving the Rally and What Comes Next
Q: Is there any downside to gold at the moment, according to Nick's point and figure charts?
Nick explains that there isn't meaningful downside as the price action has been predominantly upward, though traders should watch for consolidation or distribution patterns that could reveal possible downside targets over time.
The De-Dollarisation Myth: Why Global Capital Still Floods to the Greenback
Q: What is driving the current gold market?
A mix of persistent uncertainty, policy expectations, central bank buying, and an unusual mix of energy market dynamics and geopolitical risk that keeps gold supported even as the dollar strengthens.
Silver’s Surprise Leap: Meme Punters, Peru’s Emergency, and the 18% Surge
Q: What's your take on the Strait of Hormuz and its impact on markets right now?
The guest explains that the strait disruption feeds into inflation expectations and monetary policy expectations, which in turn influence gold, while also noting mitigating factors like strategic reserves and evolving export patterns.
Silver’s Surprise Leap: Meme Punters, Peru’s Emergency, and the 18% Surge
Q: Could you give us a bit of a recap of some of the more thought provoking ideas you shared at RIU?
The guest highlights the scale of compute and infrastructure spending by hyperscalers, and how that emerging demand connects to energy use and the broader economy, including potential downstream effects on energy and markets.

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Frequently Asked Questions About The Pod of Gold

What is The Pod of Gold about and what kind of topics does it cover?

A доверб macro-focused show exploring precious metals with a mix of macroeconomics, geopolitics, and market technicals. Core discussions center on gold and silver price drivers, central bank policy, currency dynamics, ETF and futures positioning, and geopolitical tensions, particularly around energy flows and tariff debates. Guests are predominantly senior industry professionals from ABC Refinery offering market analysis and practical insights for investors, traders, and professionals navigating the metals landscape. Noteworthy is the consistent use of technical indicators (like Ichimoku Cloud) and price-target framing to translate big macro shifts into actionable takeaways for listeners and potential sponsors seeking a sophisticated financ... more

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Which podcasts are similar to The Pod of Gold?

These podcasts share a similar audience with The Pod of Gold:

1. Sprott Money News
2. Money of Mine
3. Palisades Gold Radio
4. The Money Puzzle
5. CommSec Market Update

How many episodes of The Pod of Gold are there?

The Pod of Gold launched 5 years ago and published 86 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on The Pod of Gold include:

1. Nick Frappell

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