Robert Sinn: What If the Fed Doesn’t Hike this Year
About this episode
Tom Bodrovics interviews investor Robert Sinn about the current state of the gold and mining sector amidst economic challenges.
Tom welcomes investor Robert Sinn to the show. Robert attributes the recent sharp sell-off in the gold and mining sector primarily to a strengthening US dollar and rising interest rates, describing the current environment as a "perfect negative storm" for junior miners. He notes that sentiment has reached extreme negative levels, comparable to the March 2020 and October 2022 lows, with technical indicators like the gold miner bull index hitting zero. Sinn suggests these oversold conditions, combined with improving seasonal trends, may be setting the stage for a tradable low, presenting buying opportunities for quality miners that have pulled back to key support levels from late 2025. The discussion contrasts current market conditions with the early-year rally, where gold appeared to front-run geopolitical conflict. Sinn argues that the recent inflationary spike is transitory, driven by unique war-related oil disruptions that are now reversing. He contends the greater long-term threat is actually deflation, powered by accelerating technological advances in AI and robotics that could massively expand the supply of goods and services. This outlook informs his view that the Federal…
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