Will gold beat out tech?

The morning session of Sohn & Hearts Minds conference has turned to an old staple, as a pick gold. Not just any gold, but a frontier gold miner.
Jeremy Bond at the Sohn Hearts & Minds Conference in Queenstown.

Eric Johnston

Will gold beat out tech?

November 6, 2026
The morning session of Sohn & Hearts Minds conference has turned to an old staple, as a pick gold. Not just any gold, but a frontier gold miner.
Read Transcript

Terra Capital founder and chief investment officer Jeremy Bond argues gold remains a strategic hedge against continued government spending and inflation. 

‍

While its had a tough year, down more than 30 per cent, its starting to generate value. But the best way to gold is through a miner, he says. Here Bond nominates Canadian-listed G Mining Ventures as having that potential. 

‍

The company is developing mines in Africa and South America. The company leverages “hall of fame expertise” in building 20 mines over its life in frontier territories for rapid growth, Bond says. “No gold company will produce have a greater production growth than G Mining. 

‍

They will produce 300 per cent growth in the next few years, and that is why we want to own G Mining”. 

‍

The company plans to double production to 350,00 ounces in the next two years and reach 600,000 ounces within three years, driving 300 per cent growth. 

‍

“We love gold. You want to go to where the best potential mines are but with the best teams. The cashflow will be absolutely insane compared to tech companies these days”.

‍

This article was originally posted by The Australian here. Licensed by Copyright Agency. You must not copy this work without permission.

Terra Capital founder and chief investment officer Jeremy Bond argues gold remains a strategic hedge against continued government spending and inflation. 

‍

While its had a tough year, down more than 30 per cent, its starting to generate value. But the best way to gold is through a miner, he says. Here Bond nominates Canadian-listed G Mining Ventures as having that potential. 

‍

The company is developing mines in Africa and South America. The company leverages “hall of fame expertise” in building 20 mines over its life in frontier territories for rapid growth, Bond says. “No gold company will produce have a greater production growth than G Mining. 

‍

They will produce 300 per cent growth in the next few years, and that is why we want to own G Mining”. 

‍

The company plans to double production to 350,00 ounces in the next two years and reach 600,000 ounces within three years, driving 300 per cent growth. 

‍

“We love gold. You want to go to where the best potential mines are but with the best teams. The cashflow will be absolutely insane compared to tech companies these days”.

‍

This article was originally posted by The Australian here. Licensed by Copyright Agency. You must not copy this work without permission.

Disclaimer: This material has been prepared by The Australian, published on November 6, 2026. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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