In this presentation, Jeffrey Christian of the CPM Group discusses the recent surge in gold and silver prices, with gold rising above $4,100 and silver breaking the $50 mark for the first time in history.
Jeff examines what is driving this development and explains what these factors mean for long-term market prices. Despite claims of a “Comex backwardation,” Jeff shows that forward spreads remain positive and that much of the current price behavior is due to speculative buying rather than a fundamental supply crisis.
He shows how silver flows between London, New York, and India, creating temporary arbitrage opportunities that are often mistakenly interpreted as structural deficits. The discussion then turns to platinum and palladium, whose prices have also risen sharply since June, as well as the role of short-term futures trading in boosting these gains. Jeff places these developments in historical context and discusses CPM Group’s evolving views on platinum group metals.
#Gold #Silver #Investing #PreciousMetals #Commodities
00:00 – Gold and Silver Set New Records
01:00 – Demand vs. Speculation
03:00 – Global Investment Flows and Economic Uncertainties
06:00 – Backwardation vs. Arbitrage Explained
10:00 – Speculative Buying Wave in London and India
14:00 – Why It’s Not a Squeeze and Long-Term Outlook
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