Robert Sinn – Macroeconomic Tailwinds For the Metals, Technical Outlook On Gold, Silver, Copper, And Value Propositions In Select Resource Stocks
The KE Report w/ Shad Marquitz (07-21-2025)
Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me for a wide-ranging discussion on macroeconomic market movers as well as his fundamental and technical outlook on gold, silver, copper, and the value proposition in some select junior resource stocks.
🔹 There are a range of topics covered when reviewing the macroeconomics landscape, which include:
The Trump administration’s fiscal policy on the Big Beautiful Bill and tariffs
Fed monetary policy
the continued US dollar weakness,
central bank buying of precious metals,
the continued move higher US equities and cryptocurrencies in a very risk-on market
China’s economic health improving.
🔹 Shifting over to the precious metals, Robert points out that gold is still playing a role as an alternative currency and as a solid hard asset and safe haven for investors as a store of value.
🗣 Quote: “It's very clear that Trump 2.0 wants a weaker dollar. You know, they're not going to send the dollar crashing 20% over 30 days. But I wouldn't be surprised if when we look back, you know, two maybe three years from now, and the dollar is substantially lower than it is right now against many major currencies around the globe and definitely lower against Bitcoin and definitely lower against gold, right? So, I don't think that the bull case here for gold is super complex. It's just simply an alternative currency in the number one hard asset that central banks are fleeing to, to diversify away from the dollar. Quite frankly, it's it's really that simple.”
“It's hard not to stay very long the precious metals and junior mining sectors here with what's going on with Trump 2.0… You know, the threat of firing Powell somehow or or finding him guilty of fraud on the renovation of the Fed buildings. That's very scary stuff. That's very dollar negative kind of talk. That's the kind of event that could send the dollar plunging and Treasury yield soaring and you would you would want to hold your gold, silver, and platinum very close to your chest in such an event.
And then just in terms of all the executive orders, the tariffs on copper, tariffs on graphite, yada yada yada. This is all very bullish for US mining.”
“Risk-on in this environment with this administration with this macroeconomic setup with this set end of “fourth turning” circumstances -- it's the most bullish possible you could have for precious metals… I'm just going to keep it simple, stupid, and stay long, precious metal.”
👉 Gold seasonality: “So, the weekly, the daily chart of gold, this has been a beautiful consolidation here in May and June. Now it's around this time… like early August is usually the time when gold gets re-energized, gets a stronger bid back into it… And usually we rally right into Labor Day. There's a strong seasonal pattern over the last 30-40 years where gold has this kind of nice rally from early August to Labor Day and then very often has a pullback right after that. Right? But we're sort of in the sweet spot here or we're approaching the sweet spot.”
“So, you know, this is a nice time to be a bull in the precious metals and the mining sector. You know, this is our time to shine. We've been waiting for this. So, don't throw away your metals and mining stocks just two months into the bull market!”
🔹 We look to the upcoming positive expectations for Q2 earnings season in the gold producers over the next few weeks, and discuss how money has moved down the risk curve from the producers and quality developers into the optionality plays, advanced explorers, and discovery-stage exploration companies.
🔹 We also opine on the kinds of merger and acquisition deals we may start to see as cashed up producers merge with one another to mass up or may go after large defined orebodies without a prohibitive capex to build them into mines.
🔹Robert highlighted three gold exploration stocks that have his attention at present:
Banyan Gold Corp. (TSXV:BYN)(OTCQB:BYAGF)
Sitka Gold Corp. (TSXV: SIG) (OTCQB: SITKF)
Ramp Metals Inc. (TSXV: RAMP)
Next we discuss the technical setup for silver as it has been in a catchup trade to gold, where it has been leading the last few months on a percentage basis. We also note that the silver stocks have really moved a lot in response to this latest move in silver, adding credence to wider breadth across the PM sector.
“Silver… Yeah, I mean, silver has taken over as the leader or you could say. And this is the way a precious metals bull market cycle evolves. It starts with the big one and starts with gold. It starts with the one that the central banks buy and where big money can accumulate a lot more of gold. Then it starts to get a little more speculative and the gold silver ratio comes down a bit. It was over 100. Now it's I think it's back under 90 now. And you know it could this gold silver ratio could drop to 75 as this bull market evolves.”
“The silver breakout is powerful, especially when you zoom out to like a monthly or quarterly chart. It's incredibly powerful. And, you know, I don't want to be so crazy and say silver's going to $50 this year, but it's possible. It's actually possible. But hey, $40 isn't too bad of a price either.”
🔹We wrap up looking at the technical setup in the price action we’ve seen in copper, blasting up over $5 for the third time and to recent all-time highs on the back on the proposed Trump tariffs on the red metal.
🔹Robert shares a few copper exploration stocks he likes, such as:
Hercules Metals Corp. (TSXV: BIG) (OTCQB: BADEF)
Ridgeline Minerals Corp. (TSXV: RDG) (OTCQB: RDGMF)
He also reiterates why he likes Idaho, Nevada, and Arizona as US jurisdictions for copper companies.
➡️Click here to listen to the full interview to hear Robert’s take on the macroeconomic factors acting as tailwinds to the metals, his technical outlook on gold, silver, copper, and the value proposition he sees in a few select junior resource stocks.
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