Rates, gold and the market that matters the most

In this episode of The Pod of Gold,

Recorded at the Australian Gold Conference on 14th June, in this episode of The Pod of Gold, Nick Frappell & Shae Russell start with ‘the market that matters the most’, the Fed’s 75 basis point increase, discuss liquidity fears not seen since the financial crisis and how gold is holding up remarkably well...

Hosts

Nick Frappell

Global Head of Institutional Markets

Shae Russell

Producer

Click here to listen now.

Time Stamps:

  • 1:29 – Higher interest rates triggered a ‘violent’ response from markets
  • 6.48 – Fed have made it clear they will do whatever it takes to reduce inflation
  • 9:55 – Terminal rate now likely above 4% in 2023
  • 11:59 – Managed money not overly committed to gold, ETF positioning has plateaued
  • 15:13 – Silver may struggle if we experience a global slow down
  • 19:52 – Point and figure price targets for gold and silver
  • 25:41 – Key takeaways