The Pod of Gold: Gold's Set Up for 2024

In this episode, Nicholas Frappell discusses gold’s current bullish set up, the ongoing disconnect between the markets and Federal Reserve Bank comment, the seasonal effects on gold and how real rates are still the main driver for gold.

Timestamp:

00:00 - Intro
00:55 - Au reacts to US jobs data
03:36 - The ongoing disconnect between the Fed and the markets
08:40 - Managed money positioning
14:09 - Technical price points for gold
18:31 - DXY cycle continues
23:11 - The BoJ gets one chance to exit YCC
25:33 - OPEC struggles to put a floor under oil prices
30:25 - The implicit miss pricing of risk in the Chinese property sector