The 20X–50X Return Filter Michael Gentile Uses Before Buying Junior Miners

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…