Sell-Off Incoming, or Plain Talk? Brian and Gold Return to the Driver's Seat
January 11, 2026Good evening ladies and gentlemen, The Australian Gold Weekly Review is back in grand fashion, as after a long two weeks, Brian Chu, our managing partner joins us back again for a long, intriguing episode! Intriguing how?
Gold is trading around US$4,500 an ounce, and the drivers behind this move are clear. Rising geopolitical tensions between the US and Venezuela have pushed investors toward safe-haven assets, while markets are also pricing in two rate cuts this year. At the same time, attention is turning to upcoming jobs data, which could shape expectations around monetary policy. But there is another layer to this story. With Bloomberg Commodities Index rebalancing approaching, could gold face short-term pressure even as the broader trend remains intact? Brian's got you covered as he walks through what matters right now.
Silver has followed similar drivers, trading near US$80 an ounce, but the setup is not identical. While gold's target weight in the Bloomberg Commodities Index has increased, silver's target weight has moved in the opposite direction. What does that mean for silver prices during the rebalance window? Could technical flows temporarily overwhelm fundamentals?
Meanwhile, oil has also been influenced by geopolitics, with prices around US$58.42 a barrel as risk premiums rise. And finally, the ASX All Ordinaries Gold Index has climbed to 18,800 points, following gold higher. Brian digs into the biggest risers of 2025 (the top-most company giving a 10x return post consolidation!) and the top 20 gold miners on the ASX as he breaks down the extraordinary performance of the ASX-All Ordinaries Gold Index in 2025.
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Brian contributes his insights on precious metals and mining stocks via free and paid newsletters with independent publisher, Fat Tail Investment Research. You can learn about his work by visiting www.daily.fattail.com.au. Fat Tail Investment Research is part of The Agora, a renowned international financial solutions publisher.
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