Today Andy Millette sits down with renowned resource investor Michael Gentile to unpack gold’s powerful move, why he thinks we’re still early, and where the best value hides right now. We cover capital flows, the “quality first” filter for juniors, and why Canada’s margin math is quietly compelling. #Millettian
Highlights
Gold’s breakout context and adoption cycle (crossing 4,000 and printing 4,200 this week).
Why the top 50 public gold miners together are still valued at under half of Nvidia — and what that says about upside.
Gentile’s process: own projects that generate returns at ~$2,000 gold and become monsters at higher prices; avoid stories that only work at $5,000+.
Canada focus: weaker CAD + infrastructure = superior margins; Canadian-dollar gold near ~6,000/oz.
Company talk: Maple Gold turnaround, Radisson in Quebec, Northern Superior, plus two Canada-based development ideas discussed later in the show.
Guest – Michael Gentile
Mentioned ways to reach him: LinkedIn and YouTube; search his name to find recent appearances.
