The ‘war premium’ versus gold’s fair value

In this week's Pod of Gold episode, Nicholas Frappell discusses the ‘war premium’ versus gold’s fair value, geographic threats around the Saudi peninsula, and how the ongoing Israel-Palestine conflict will impact gold prices going forward.

Recorded at the International Mining and Resources Conference (IMARC)

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.

(0:00) – Intro

(0:35) – Gold technical price targets

(1:30) – Downside targets

(2:09) – Gold's move higher

(4:05) – Is gold adjusting to the conflict?

(6:54) – What is gold's fair value?

(9:45) – How the conflict is impacting gold

(12:58) – Unlikely to see a rapid fall in gold

(14:24) – Managed money agnostic on gold

(16:00) – Key takeaways from the LBMA conference

(18:15) – Key takeaways from this episode