Earlier today, I visited with Sandeep Jaitly of Fekete Research and The Gold Basis Service newsletter. Sandeep is a world-renowned authority in gold backwardation so I thought it would be great to get his perspective on:
Backwardation in general and how this relates to the current negative GOFO rates
The ongoing breakdown in the price relationship between physical and paper metal
Since the LBMA no longer publishes SIFO, can we draw any conclusions regarding silver
We are very fortunate to have Sandeep share his perspective with us. I hope you enjoy the podcast.
TF
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Key Economic Events Week of 11/18
11/19 8:30 ET Housing Starts
11/19 12:25 ET Goon Ghoulsbee
11/20 11:00 ET Goon Cook
11/20 12:15 ET Goon Bowman
11/21 8:30 ET Jobless Claims
11/21 8:30 ET Philly Fed
11/21 10:00 ET Home Sales
11/21 10:00 ET LEIII
11/22 9:45 ET S&P flash PMIs
11/22 10:00 ET UMich final
