The Fed didn’t flinch
Nov 10, 2022•19 min•Ep. 31
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Are bond and equity asset markets pricing interest rate expectations in?
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss why the higher for longer rate narrative is here to stay, we question if equity markets have factored this in, and what this means for gold...
PODCAST INFO:
- ABC Refinery website: https://www.abcrefinery.com/podcast
- Apple Podcasts: https://podcasts.apple.com/us/podcast/the-pod-of-gold/id1592958488
- Spotify: https://open.spotify.com/show/1WCw03OP7dsWJFrGR2l5Zb
- RSS: https://anchor.fm/s/66995438/podcast/rss
- Nick Frappell: https://twitter.com/nick_frappell
- Shae Russell: https://twitter.com/shaearussell
OUTLINE: Here's the timestamps for the episode. On some podcast players you should be able to click the timestamp to jump to that time.
- (0:00) – Intro
- (0:53) – Managed money’s gold positioning
- (5:01) – Silver rally stops right at the Weekly Standard Line
- (7:14) – Federal Reserve doesn’t flinch in the face of markets
- (9:44) – Are bond and equity asset markets pricing interest rate expectations in?
- (10:57) – The drivers behind the Australian dollar movements
- (15:57) – Key Takeaways
- (18:00) - Outro
For the best experience, listen in Metacast app for iOS or Android