Sandeep Jaitly's Contributions

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.

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

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