Buffet's Silver Squeeze Explained-Understanding Spreads Part 2
Founders MasterClass.
The following is a recording of a Founders Class. Founders can attend live classes on Sundays 3 p.m. to 5 p.m., with full access. Recordings are available afterwards for their use.
Founders Class. Understanding Spreads
GoldFix Sunday Class- Spreads 2 - link below the slides
Description
Founders’ Zoom class on understanding spread markets
Part 2- Backwardation
Recorded Aug 22, 2021
Run time approx 100 minutes
Topics Discussed
Cost of carry reviewed- Argentine Peso
What causes Backwardation
Warren Buffet’s Silver Short Squeeze Explained
Silver and Oil spreads
Just in Time Inventory and spreads
Goldman Sachs and the Paper that started the 2003 commodity Super Cycle
Previous Classes
Slides
