Fed hawks drive dialogue as gold finds support

In this episode of The Pod of Gold,

Nick Frappell & Shae Russell look at how Managed Money has reduced their exposure to gold for the third week in a row, why the Fed’s terminal limit is higher than we think, and what the synchronised slowdown in two of the world’s largest economies means.


Nick Frappell

Global General Manager

Shae Russell


Click here to listen now.

Time Stamps:

  • 0.55 – Managed Money has reduced their positioning in gold three weeks in a row
  • · 3.10 – Ichimoku weekly standard line has been providing excellent support for gold
  • · 5.05 – Outflows from gold appear to be moving into cash
  • · 7.11 – Silver positioned well but vulnerable to industrial demand
  • · 10.04 – Hawks driving the dialogue coming out of Fed
  • · 13.07 – Tequila Crisis – a look at past rapid and aggressive tightening cycles
  • · 15.20 – The world’s two largest economies have problems in their property markets
  • · 19.43 – China’s pursuit of Covid zero continues – will this policy shift?
  • · 22.24 – Key takeaways