From 4K to 4.2K: Gentile on the Next Gold Leg

19/10/2025 26 min

                    From 4K to 4.2K: Gentile on the Next Gold Leg

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Episode Synopsis


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…