Here’s an interesting video sent to me by a friend and fellow trader/investor (thanks T.T.).  In this 7 minute interview, Tres Knippa of Kenai Capital Mgmt talks about a recent development between paper gold (futures contracts) and physical gold with some potentially bullish implications for gold prices.  Towards the end of the video, Mr. Knippa also makes a compelling case to be long gold in Yen, which is essentially long gold/short Yen.

Click here to view the video.