Recorded on August 26 2026 at NRS Studios
Michael Gentile, Founding Partner and Senior Portfolio Manager at Bastion Asset Management, joins Andy Millette to discuss gold, junior mining stocks, capital allocation, and the macro forces shaping the resource sector. Gentile explains why bond-market intervention, U.S. refinancing pressure, money creation, and physical gold demand support his view of a structural multi-year bull market in gold. He breaks down the venture-capital framework behind his portfolio of roughly 35 junior mining companies, including his focus on smaller market caps and the need for 20X to 50X return potential from an initial investment. The conversation also covers portfolio construction, pressing winners, planning exits, and advice for younger investors building capital. Gentile then discusses Astra Exploration, Maple Gold Mines, Big Ridge Gold, ONGold Resources, Silver Crown Royalties, Cascadia Minerals, Radisson Mining, his October London investor forum and European roadshow, and his free Saturday Morning Mining newsletter. #Millettian
Key topics
Gold, bond yields, Treasury intervention and yield curve control
Central-bank gold demand and mining-stock sentiment
Venture-capital strategy for junior mining
Portfolio construction, winners and long-term exits
Advice for younger and newer investors
Astra Exploration, Maple Gold Mines, Big Ridge Gold and ONGold Resources
Silver Crown Royalties, Cascadia Minerals and Radisson Mining
London investor forum and European roadshow
Michael Gentile and Bastion Asset Management
https://www.bastion-am.com/home
Michael Gentile LinkedIn
https://www.linkedin.com/in/michael-gentile-01028552/
Saturday Morning Mining
https://saturdaymorningmining.subscribepage.io/
Host Andy Millette Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@naturalresourcestocks
YouTube World https://www.youtube.com/@NaturalResoureStocksWorld
YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips
X https://x.com/theandymillette
LinkedIn https://www.linkedin.com/in/andymillette/
NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
NRS TikTok https://www.tiktok.com/@natural.resource.stocks
NRS Instagram https://www.instagram.com/naturalresourcestocks/
Chapters
00:00 Michael Gentile cold open
01:09 Introduction
01:57 Gold, the Fed and yield curve control
07:29 Gold sentiment and mining fundamentals
09:47 Junior mining investment framework
14:10 Water the flowers, pull the weeds
17:08 Long-term value and exit strategy
18:53 Advice for younger investors
22:59 Saturday Morning Mining newsletter
24:45 Astra Exploration
28:26 Maple Gold Mines
32:34 Big Ridge Gold
35:12 ONGold Resources
37:44 London forum and European roadshow
39:16 Silver Crown Royalties and Cascadia Minerals
41:46 Radisson Mining and Agnico Eagle
44:06 Newsletter and closing thoughts
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