24 December 2013

Interview with Argentus Maximus at TF Metals Report

Forgot to mention that on December 5th I had an interview with Norman Greene who runs a newsletter service Rhythm 'n Price and a blog on TF Metals Report under the pseudonym Argentus Maximus. You can download the Skype interview here. Topics covered in the 42 minute interview include:
  • The monetary nature of gold
  • Backwardation and carry trades
  • Bullion banks’ arbitrage role in the gold market
  • Highly competitive refining industry
  • How Perth Mint’s backs its unallocated storage with working inventory
  • What Perth Mint would do if gold gets scarce and cannot be sourced
  • Demand from China and other Asian countries
  • Impact of hot money flows on gold market and need to be cautious on next run up in price

2 comments:

  1. Long time reader. First time viewer. Thought it was great. Thank you.

    ReplyDelete
  2. For regular readers who are missing their resident guru/s over the break, here's an analyst who never sleeps.

    Always informative, and neither MSM nor "alternate"

    http://srsroccoreport.com/

    ReplyDelete