Episode Details

Start earning interest in gold: https://Monetary-Metals.com/LinMichael Gentile, Co-Founder of Bastion Asset Management, argues that sovereign debt, de-dollarization, and central bank gold buying create a strong long-term case for precious metals and mining equities, even as AI disruption and speculative froth pose risks to tech stocks. *This video was recorded on February 17, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL GENTILE:Bastion's website: https://www.bastion-am.com/Michael's LinkedIn: https://www.linkedin.com/in/michael-gentile-01028552/https://subscribepage.io/saturdaymorningminingFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:42 - Biggest investment themes of 20264:30 - Sovereign debt, gold and inflation7:12 - Gold miners10:54 - Main thesis for the resource sector13:00 - Gold, silver and central banks17:01 - Fed’s road map and negative real rates22:06 - Silver27:01 - Next big rotation30:19 - How big of a correction?33:16 - Mining equities#investing #economy #silver