Access2Aceess #3 - Sandeep Jaitly of Fekete Research

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.


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