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Mining Stock Education · Friday, September 11, 2026

Greg Orrell Compares Past Gold Cycles to Present Market Conditions

Greg Orrell, portfolio manager at OCM Gold Fund, drew parallels between the gold market cycle from 2008-2012 and the current one. He noted that the earlier cycle saw more enthusiasm and retail participation in gold shares compared to the present, which he described as having a "very muted response by the retail."

companyOCM Gold Fund

The tape

3 quotes
2008 to 2012, I think you had a lot more enthusiasm in the gold shares, uh, certainly.
And, yeah, there was money, yeah, coming into the funds. I mean, you know, one of the things that I think is, you know, is taking place in this cycle is, um, there hasn't been a lot of money coming into the gold mutual funds.
So it's been a very muted response by the retail.
Heard on Mining Stock Education — “Why Gold Producers Are Still Undervalued: Greg Orrell on This Cycle’s Missing Retail Money, published Friday, September 11, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.04
Greg Orrell Compares Past Gold Cycles to Present Market Conditions — Heardvine