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Podcast: Company Interviews
Episode: $40T Debt, Negative Real Rates & Gold Volatility | Mining Alpha with Michael Gentile - EP2
Description: Interview with Michael Gentile, InvestorOur previous interview: https://www.cruxinvestor.com/posts/capital-discipline-dilution-golds-next-bull-phase-mining-alpha-with-michael-gentile-ep1-8247Recording date: 26th March 2026Veteran resource investor Michael Gentile, the largest individual shareholder in over 30 junior mining companies and co-founder of Bastion Asset Management, argues that recent market turbulence masks improving fundamentals across the gold mining sector. Despite gold retreating from $5,500 to approximately $4,500, Gentile maintains this pullback represents healthy consolidation within an early-stage bull market rather than a warning sign of exhaustion.The violent selloff—marked by $11 billion in ETF outflows during March and collapsing investor sentiment—actu...