The Deep Dive

Why This War Made the Gold Case Stronger | Michael Gentile

Register here for The 2026 Rule Symposium on Natural Resource Investing: LINK HERE: https://cvent.me/XOqdLa?via=TheDeepDive.ca #Gold #Mining #resources #stockmarket In this conversation with Michael Gentile of Bastion, we discuss how he evaluates junior mining companies, why simple geology often leads to better outcomes, and what separates a real mine build from a story stock. Michael explains why communication matters so much in this sector, how he thinks about infrastructure, strip ratio, grade, scale, and capital efficiency, and why he starts every investment with one question, is the commodity likely to be meaningfully higher five to ten years from now. We also get into the macro backdrop, including the Middle East conflict, long-term gold tailwinds, debt, deficit spending, and why Michael believes recent volatility has actually strengthened his bullish case for gold over time. From there, he walks through what he looks for in development-stage companies and highlights several names in Argentina, Newfoundland, and Quebec that he believes still offer major upside if they continue executing. If you value real mining conversations without the usual noise, subscribe to the channel and share this with someone else who takes this market seriously. That support helps us keep bringing on guests like this and asking the questions that matter. Catch our full suite of content below: Website: https://thedeepdive.ca/ Twitter: https://twitter.com/TheDeepDive_ca Facebook: https://www.facebook.com/TheDeepDive.ca/ Instagram: https://www.instagram.com/the.deep.dive/ LinkedIn: https://www.linkedin.com/company/the-... ==================================================================== Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more. We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets. ================================================================= TheDeepDive.ca Team Writers: Jordan Lutz & Steve Hyland Producer: Chriz Rayos Host: Steve Hyland Post Production Head: Oveja Rayos ================================================================= Disclaimer: Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses. 00:00 Introduction 01:04 Why So Many Mining Stories Lose Investors 03:31 Simple Geology Wins 06:11 What He Checks on a Site Visit 08:44 The Mine-Building Checklist 11:18 His 5 to 10 Year Macro Framework 13:21 Why Iran Made Him More Bullish on Gold 19:55 Carney’s Talk vs Real Action 22:46 How He Builds Positions in Juniors 24:03 The Names He Likes Right Now