Founders Sunday Talk
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Good Afternoon. Find attached Sunday’s Founders conversation which was well attended and discussed multiple topics on the precious metals:
Here’s a very broad topical outline. (Search the transcript for keywords to get where you want)
* Analyst reversal and Shanghai vs London pricing shift
* Spot–futures mechanics, carry, and correlation breakdowns
* Leasing, contango to backwardation, and squeeze dynamics
* Bullion bank hedging behavior and rolling shorts
* Rising lease rates as the stress signal
* Free…
The skinny
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