Gold at $4,000: How You Survive the Gold Stock FOMO | Michael Gentile
Gold just hit $4,000, but according to legendary resource investor Michael Gentile, this is only the beginning. In this exclusive interview, Gentile explains why gold is money again, why global allocations remain tiny, and how investors can survive the gold stock FOMO without chasing the wrong names.
We discuss the next leg of the gold bull market, whatβs driving record producer margins, and why silver and quality juniors could be the biggest winners heading into 2026.
π¨βπΌ Guest: Michael Gentile
π’ Company: Bastion Asset Management
π
Recording Date: October 10th, 2025
Recorded in Frankfurt, Germany!
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DEUTSCHE GOLDMESSE
November 14 & 15, 2025 in Frankfurt, Germany
www.deutschegoldmesse.com
FREE Registration for Investors!
Keynotes: Rick Rule, Alex Krainer, Markus Bussler, Keith Neumeyer, David Finch, John Forwood
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Timestamps:
00:00 β Intro
00:35 β Weβre Only in the 3rd Inning
01:28 β New Money Entering the Sector
02:46 β Global Gold Allocations Still Tiny
03:58 β What Triggered the Shift: Central Banks & Russia
05:11 β Gold Is Money Again
06:24 β Itβs Validation, Not the Top
07:38 β How Gentile Allocates Capital
08:42 β Managing Risk in a Volatile Sector
09:53 β Financing Window Reopens for Juniors
11:12 β Who Actually Gets Funded
12:31 β Donβt Lower Your Standards
13:45 β Lessons From Past Bull Markets
14:58 β Which Commodities Lead the Cycle
16:03 β Q3/Q4 Will Shock the Street
17:12 β Record Margins and Buybacks Ahead
18:21 β M&A Cycle Heating Up
19:34 β Street Models Still Too Conservative
20:28 β How to Handle Gold Stock FOMO
21:41 β The Real Risks Ahead
22:36 β What Could Derail the Bull Market
23:29 β Gentileβs Outlook for 2026
24:38 β Final Thoughts
25:10 β Outro
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