Why Gold Producers Are Still Undervalued: Greg Orrell on This Cycle’s Missing Retail Money

Gold stock fund manager Greg Orrell returns to Mining Stock Education five and a half years after his last appearance to break down how this gold bull market compares to the 2008–2012 cycle, why retail investors still haven’t shown up in force, and how he structures the OCM Gold Fund across producers, royalty companies, and explorers to capture the full move.

00:00 Show Intro and Guest

00:39 Last Gold Cycle vs Today

03:43 Central Banks and New Gold Drivers

04:59 Are Miners Undervalued

06:12 Fund Allocation Strategy

08:04 Exploration Discipline and M&A

10:50 Best Capital Allocators

11:35 Placements Liquidity and Sizing

13:03 Value Style and Key Metrics

16:12 Exit Rules and Taking Profits

19:00 Cash Levels and Investor Psychology

21:33 Juniors Allocation and Jurisdictions

25:07 Why OCM vs GDX GDXJ