TFMR Podcast #40 - Sandeep Jaitly Discusses Gold Backwardation

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To get more precise information on the subject of backwardation, I figured I'd go straight to the expert.

Sandeep Jaitly has been measuring and studying backwardation in gold and silver for years. To me, he is the foremost expert on the subject so I figured that if there was anyone who could explain the broad ramifications of backwardation to you, it would be Sandeep.

In this podcast, Sandeep discusses:

  • Why backwardation in gold and silver is different from other commodities.
  • How backwardation is measured and his procedure for finding the appropriate data.
  • For how long and to what extreme we are currently seeing backwardation, not only in gold but silver, too.
  • And finally, what precious metal backwardation may signify within the more broad concept of The End of The Great Keynesian Experiment.

Something tells me that you'll find this discussion very interesting and thought-provoking. I look forward to reading your feedback and comments.

TF

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Key Economic Events Week of 5/28

5/28 9:00 ET Case-Shiller home prices
5/28 10:00 ET Goon Kash-n-kari
5/28 10:00 ET Consumer Confidence
5/28 1:00 ET Goons Cook and Daly
5/29 1:45 ET Goon Williams
5/29 2:00 ET Beige Book
5/30 8:30 ET Jobless claims
5/30 8:30 ET Q1 GDP 2nd guess
5/30 8:30 ET Wholesale inventories
5/30 10:00 ET Pending home sales
5/30 12:00 ET Goon Williams again
5/31 8:30 ET PCE and Core PCE
5/31 8:30 ET Personal Inc and Spend
5/31 9:45 ET Chicago PMI

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