The Pod of Gold: Geopolitical Tensions, Gold, and the US Debt Outlook

In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the recent geopolitical events in the Middle East, their impact on gold and crude oil markets, and the current state of physical gold demand in Asia-Pacific.

Frappell also examines current gold positioning, short and medium-term price targets, and key factors influencing the US dollar and debt landscape.

Recorded on Monday 30th June 2025, this episode explores:

Global dynamics shaping the gold market
Gold and oil price rally after Iran strike
Current managed money gold positioning
Short and medium-term gold price targets
Key factors influencing the US dollar and debt landscape.

Timestamps:

00:00 – Introduction
00:33 – Special offer for Pod of Gold listeners
01:16 – Recent market activity
02:05 – Discussion on Iran-centric events and gold/crude rally
05:04 – Impact on physical gold demand in Asia-Pacific
06:02 – Managed money positioning in gold
07:58 – Short and medium-term gold price targets
10:12 – Analysis of the US Dollar and debt landscape
11:44 – Gold and The New World Order
12:02 – Summary and key takeaways

Special Offer for Pod of Gold Listeners

ABC Bullion Precious Metals Forum 2025 presents, Gold and The New World Order.

Bringing together global leaders in the precious metals industry to share insights on the current landscape and future opportunities.

With ABC Bullion's General Manager, Jordan Eliseo, as the Master of Ceremonies for the evening, there's also a great line-up of speakers set to include:

Jim Rickards: Investment banker, lawyer, economist, New York Times best-selling author and globally renowned precious metal expert
Nicholas Frappell: Global Head of Institutional Markets at ABC Refinery
Wayne Bramwell: CEO at Westgold Resources (ASX:WGC)

During this episode Nicholas announces a 20% off code for Pod of Gold listeners.

Click here for details.