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
OCM Gold Fund: https://ocmgoldfund.com/
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Greg OrrellGuest
Bill PowersHost