Evergrande, dominates news but gold doesn’t react…plus why the Fed is moving down the rate cut path with caution.

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 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: (0:52) 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