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Jeffrey Baird - Commodity Convexity (S3E6)

Flirting with Models

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Fundamental Analysis of the Supply Side of the Gold Market

In natural gas, you have almost real time information coming at you from pipe line scrapes and storage inventories. You can cut a model different weather scenarios with what you think you're getting from the data side ad all that sort of stuff. In gold there is no use demand really, other than jewelry,. It's really abot monetary demand, an investor demand. And then the other onosidely continue. I suppose, if i went all the way, i cand go to power or electricity markets, where you have no unty to store it at all. But unlike gold, your cost of production does er. You demand doest matter. These things are ol av paps

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