TFMR Podcast #45 - Sandeep Jaitly Discusses GOFO and Backwardation

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Back on Wednesday morning, I spoke with Sandeep Jaitly of Fekete Research and The Gold Basis Service newsletter. Sandeep is widely recognized as a global authority on basis and backwardation in the metals. You need to listen to this podcast so I am making it public today.

In this 25-minute podcast, we discuss:

  • 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 know you'll enjoy this podcast.

TF

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Key Economic Events Week of 2/10

2/11 10:00 ET Jerry Powell Hump-Hawk
2/11 3:30 ET Goon Williams
2/12 8:30 ET CPI and Core CPI
2/12 10:00 ET Jerry Powell Hump-Hawk
2/12 2:00 ET Goon Bostic
2/12 2:00 ET Monthly Treasury Statement
2/12 3:30 ET Goon Williams again
2/13 8:30 ET PPI and Core PPI
2/14 8:30 ET Retail Sales
2/14 9:15 ET Cap Ute & Ind Prod
2/14 10:00 ET Wholesale Inventories
2/14 3:00 ET Goon Logan

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