The Pod of Gold: Gold, Evergrande, and the Fed's cautious rate cut path

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.

Timestamps:

• 00:00 - Intro
• 00:52 - What's driving gold prices
• 01:56 - Are rate cuts coming?
• 06:56 - Managed markets on gold
• 08:38 - Evergrand
• 12:53 - US Dollar
• 14:55 - Gold price targets
• 17:07 - Bank of Japan
• 20:02 - Key takeaways