Piggo’s Trading Desk

Tony - Whitelavender92, Derek - Diablo_blanco_3
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Hello everyone, we provide market, forecasting, and comprehensive breakdowns of publicly traded companies. We also provide spiritual discussions and philosophical thought provoking ideas. Come and join us to enjoy both the physical and the metaphysical and grow in this journey with piggo’s

  1. Sep 25

    Bond Market Implosion? Macro Butler on 7% Yields, the Weaponized Dollar & Commodity Re-Rating

    What happens if government bonds stop behaving like the world’s safest asset? Laurent Lequeu; Macro Butler returns to Piggo’s Trading Desk to examine rising sovereign bond yields, persistent inflation, expanding Western debt and what he describes as the long-term consequences of the weaponization of the U.S. dollar. Laurent lays out his case for the U.S. 10-year Treasury yield potentially reaching 6.5–7% by 2027, while arguing that the result doesn’t necessarily have to be an equity-market crash. Instead, he sees the possibility of a massive capital rotation: government bonds → quality equities → gold and silver → energy → commodities → real assets. The conversation examines: U.S. Treasury yields Sovereign debt Bond market volatility Stagflation Gold and silver Oil Diesel Refinery constraints Commodity producers U.S. dollar reserve status De-dollarization China Taiwan Trump–Xi relations Lanthanum Critical minerals Uranium Nuclear energy Oil and gas CapEx ASEAN exploration Laurent argues that commodities remain historically underappreciated relative to financial assets and sees the current environment as increasingly reminiscent of the 1970s—an era when inflation, geopolitical instability and resource scarcity dramatically changed capital allocation. Disclaimer: The 6.5–7% Treasury-yield scenario, commodity outlook, asset-allocation views and geopolitical scenarios discussed are Laurent Lequeu’s analysis and forecasts, not established future outcomes or individualized investment advice. Contact Laurent: Laurent Lequeu (@LLequeu) / X Financial Advisor & Wealth Advisor Services | The Macro Butler The Macro Butler Financial Academy Online USA | Learn Wealth & Financial Literacy 00:00 Nuclear Escalation Warning00:33 Welcome & Thailand Update01:04 Global Bond Yields Surge03:48 Equities vs. Fixed Income06:05 Commodities & the Stagflation Trade10:40 UN Summit, Trump–Xi & U.S.–China Tensions16:37 Lanthanum, Diesel & Refinery Constraints22:10 Nuclear, Uranium & Energy Plays25:20 ASEAN Oil & Gas CapEx Outlook27:35 Where to Find Macro Butler28:34 Closing Thoughts Chapters

  2. Sep 25

    Houthis vs. Saudi Arabia, Abraham Accords Pressure & AI “Doom” Timelines | Marco Ponce

    Saudi Arabia is suddenly facing direct pressure from Yemen’s Houthis. What could happen next? Marco Ponce of Being Justified returns to Piggo’s Trading Desk to discuss escalating attacks on Saudi Arabia, including strikes aimed at Riyadh and the Yanbu region, and what the changing Middle East security environment could mean for Mohammed bin Salman. Ponce argues that Saudi Arabia’s increasing vulnerability could create political pressure surrounding regional diplomacy and the Abraham Accords, which he interprets through biblical end-times prophecy. The conversation then moves from geopolitics into technology: Artificial intelligence Superintelligence Palantir Digital identity Biotechnology Cybernetics AI safety Biblical prophecy Mark of the Beast Daniel and Revelation Vatican symbolism MBS Donald Trump Benjamin Netanyahu Abraham Accords Houthis Yemen Saudi Arabia Iran Ponce explains why he believes accelerating AI development could eventually converge with digital identity and biotechnology in ways relevant to his interpretation of Revelation. The hosts also challenge several claims and explore where documented technological developments end and symbolic or prophetic interpretation begins. Important context: Ponce’s connections between current political figures, AI, biblical prophecy, the Abraham Accords and end-times timelines are his religious interpretations. They are not established predictions of future political or technological events. Contact Marco: Being Justified Watchman Report - Being Justified Watchman Report BeingJustified (@BeingJustified) / X 00:00 Welcome & Marco Ponce00:54 Houthis Pressure Saudi Arabia01:26 Trump, Saudi Arabia & Abraham Accords Theory04:49 Macron & Diplomatic Speculation07:29 Abraham Accords Silence & Timing11:05 MBS & Biblical “Beast” Interpretation13:06 Palantir, Sauron & AI Surveillance14:49 AI “Doom” Timelines18:02 Preparedness & Seven-Year Framework21:16 Markets, Economic Pain & Eclipse Date25:33 Is AI Becoming an “Alien Mind”?28:56 Vatican End-Times Interpretation29:34 Vatican & Scarlet Beast Theory30:05 Judas Prophecy Explained30:23 MBS “Seventh King” Interpretation31:10 Vaccine & Shedding Claims31:45 Chemtrail Discussion32:03 Operation Warp Speed Symbolism33:08 Violence & Media-Signal Theory33:49 Pop Culture, Gematria & Symbolism35:57 Houthis, Yemen & Asymmetric Warfare37:24 Saudi-Israel Coordination38:57 Mark of the Beast Theory39:54 Pope Leo & False Prophet Interpretation40:50 Sports Gematria42:35 AI Singularity & Human-Machine Convergence44:00 Cybernetics & “Onslaught” Theory45:05 Eclipse & Reanimation Theory46:45 Being Justified Resources47:55 Preparing for Tribulation51:39 Rapture vs. Resurrection55:14 Closing Warning & Resolve Chapters

  3. Sep 23

    Retail Investors, AI Data Centers & Presidential Power: Adam Swart on Markets, Property Rights & Reform

    Are younger Americans becoming investor, or simply moving from one form of speculation to another? Adam Swart of Crowds on Demand joins Piggo’s Trading Desk to discuss retail investing, sports betting, AI data centers, property rights and presidential power. The conversation begins with the growing influence of retail investors and compares buying stocks with gambling through platforms such as DraftKings and FanDuel. From there, the discussion moves into one of America’s biggest infrastructure debates: AI data centers. Swart argues that communities should understand the economic value of their land, water, electricity and infrastructure before approving massive data-center developments and should negotiate accordingly. The second half turns toward constitutional government. Swart argues that the modern presidency has accumulated too much authority and discusses proposals to constrain executive orders, presidential pardons, unilateral military action and presidential control over trade policy. Topics include: Retail investors Sports betting DraftKings and FanDuel AI data centers Data-center water consumption Electricity demand Property rights California data centers CEQA Community compensation Presidential power Executive orders Presidential pardons War Powers Resolution Congressional authority Tariffs Diesel exports Surveillance Constitutional amendments Contact Adam: Advocacy Programs, Hire Crowds and Manage Events with Crowds on Demand Adam Swart | LinkedIn 00:00 Welcome & Adam Swart00:28 Retail Investing vs. Sports Betting01:48 Sports Betting & Market Integrity04:59 AI Data Centers & Local Resources06:42 Property Rights & Community Compensation10:06 California Data Centers & Local Opposition13:35 War Protests & Foreign Policy15:28 Should Presidential Power Be Reduced?19:01 Constitutional Reform & War Powers23:06 Limited Government & Surveillance26:48 AOC & Political Polarization29:08 Tariffs, Diesel Exports & Trade Authority31:29 Closing & Next Meetup Chapters

  4. Sep 22

    Hedonic Inflation, Retail Slowdown & Why Americans Feel Poor: Paul Musson on Food, Diesel & Gold

    Why can inflation fall while households still feel poorer? Paul Musson of the Paulitical Economy blog joins Piggo's Trading Desk to examine CPI, hedonic adjustments, consumer spending, the K-shaped economy, diesel prices, food inflation and gold. The conversation explores how inflation statistics account for changes in product quality, why lower inflation does not mean prices return to previous levels, and how cumulative price increases can continue squeezing household purchasing power even as headline inflation moderates. Musson connects those pressures to weakening discretionary consumption, retail trends, Pepsi pricing and volumes, one-time earnings adjustments, Netflix's pricing strategy and the growing divide between higher-income consumers and households increasingly focused on necessities. The second half turns toward the physical economy: diesel → transportation → agriculture → fertilizer → food. We examine refinery constraints, the potential consequences of restricting diesel exports, crack spreads and how another energy shock could propagate through consumer prices. Finally, Musson explains why he views physical gold as long-term protection against currency debasement and financial repression. Topics include: CPI, hedonic adjustments, inflation, consumer spending, retail slowdown, K-shaped economy, PepsiCo, Netflix, diesel prices, refining, food inflation, fertilizer, gold, interest rates and AI valuations. Contact Paul: Profile / X Capital Offence by Paul Musson "Capital Offence - Why Some Benefit At Your Expense" - Paulitical Economy 00:00 Hedonic Inflation Explained00:36 Welcome & Paul Musson00:53 Pawn Shops & Consumer Liquidity01:30 Retail Slowdown & Pepsi Pricing03:56 The K-Shaped Economy06:38 Tariffs & Earnings Adjustments08:42 Diesel, Freight & Food Inflation12:07 ShadowStats, CPI & Inflation Measurement14:31 Netflix Pricing & Advertising20:00 Diesel Export Restrictions22:42 Gold, Savings & Financial Repression29:51 Money vs. Capital33:11 AI Bubble & Refining Crack Spreads34:55 Interest Rates & Lagged Economic Pain40:05 Closing Thoughts Chapters

  5. Sep 16

    Global Energy Shock: Bob Moriarty on Saudi Pipeline Attack, Diesel Crisis & Middle East Escalation

    What happens when the emergency route designed to bypass one of the world’s most important oil chokepoints is itself attacked? Bob Moriarty of 321Gold joins Piggo’s Trading Desk to discuss the escalating Middle East energy crisis following attacks on Saudi Arabia’s East–West Pipeline, a critical route connecting Saudi oil production with the Red Sea. The pipeline had become particularly important as disruption around the Strait of Hormuz forced Saudi Arabia to reroute crude west toward Yanbu. The conversation examines: Saudi Arabia’s East–West Pipeline Red Sea oil exports Strait of Hormuz disruption Houthis and Yemen Iran war Saudi energy infrastructure Crude oil prices Diesel shortages Refinery bottlenecks Global supply chains Gallium and defense manufacturing China supply dependence Gold and hard assets Inflation Social instability Surveillance technology Moriarty also discusses diplomacy, Saudi Crown Prince Mohammed bin Salman, Donald Trump, Benjamin Netanyahu, Ukraine and Russia, while arguing that political leaders face increasing pressure to prevent the energy crisis from expanding into a broader regional confrontation. Disclaimer: Political assessments, forecasts, timelines and claims concerning individual leaders in this interview represent the guest’s views. They should not be interpreted as established facts or guaranteed geopolitical outcomes. Contact bob: Robert J Moriarty 3 2 1 g o l d ... Welcome! Energy, Oil, Natural Gas, Coal, Nuclear, Gasoline, Solar & Wind :: Welcome to 321energy :: Amazon.com: Robert Moriarty: books, biography, latest update Chapters: 00:00 Putin & Russia's Red Lines00:51 Saudi Pipeline Attack Shockwave02:57 Saudi Arabia & Houthi Escalation06:17 Can MBS Push for Regional Peace?10:47 Houthis & Asymmetric Warfare15:18 Trump, Netanyahu & Leadership Debate20:10 Oil, Diesel & Social Pressure24:48 Fourth Turning & Global Crisis25:47 Ukraine, Russia & Nord Stream27:21 F-35s, Gallium & Critical Materials29:42 Diesel Shock & War Risks30:43 Crisis Timeline Discussion31:35 Iran & Regional Response32:12 Gematria & Political Symbolism33:49 Epstein Network Allegations36:04 Surveillance Technology36:40 Tracking & Digital Infrastructure40:10 Flock Cameras & Privacy42:28 Gas Prices & Social Unrest46:03 How Revolutions Begin47:04 “Great Taking” & Asset Seizure Thesis50:45 Moriarty's Warning51:50 Books & Closing Thoughts

  6. Sep 10

    Bond Yields to 7%? Macro Butler on China vs. U.S., Stablecoins, Commodities & the Iran War

    Could the U.S. 10-year Treasury yield eventually reach 6.5–7%? Laurent Lequeu, “The Macro Butler,” returns to Piggo’s Trading Desk to discuss rising bond yields, U.S.–China industrial competition, stablecoins, Treasury demand, gold, silver, commodities and the Iran war. Laurent lays out his argument that higher government borrowing costs could become one of the defining macro risks ahead, while stablecoins create a new source of demand for short-term U.S. government debt. The conversation also explores China’s growing strength in EVs and manufacturing, Western defense spending, diesel shortages, coal-to-liquids technology, Bitcoin, precious metals and the future of Iran’s energy exports. Topics include: U.S. Treasury yields 7% 10-year yield scenario U.S. sovereign debt China vs. U.S. manufacturing BYD and Chinese EVs Stablecoins and Treasury bills GENIUS Act Gold and silver Commodity bull market Diesel shortages Coal-to-diesel Bitcoin vs. gold Iran war Kharg Island Bullion storage Disclaimer: The 6.5–7% Treasury-yield scenario, geopolitical forecasts and market outlooks discussed in this episode are Laurent Lequeu’s views, not established future outcomes. Political characterizations discussed in the interview are also the speakers’ opinions. Contact Laurent: Laurent Lequeu (@LLequeu) / X Financial Advisor & Wealth Advisor Services | The Macro Butler The Macro Butler Financial Academy Online USA | Learn Wealth & Financial Literacy 00:00 Welcome Back Laurent00:15 U.S. vs. China Economic Trajectory02:03 China Tech, Smartphones & EVs04:22 Western Defense & Industrial Policy07:27 Bond Yields Surge10:18 Stablecoins & the “Digital Gulag” Thesis14:37 Commodities, Coal & Diesel18:55 Bitcoin & XRP Skepticism20:57 Iran & the Kharg Island Question26:35 War Timeline & U.S. Politics27:06 Gold, Silver & Bullion Storage30:32 Where to Find Macro Butler Chapters

  7. Sep 6

    Stablecoins as a Privatized Treasury? The Uneducated Economist on Tokenization, T-Bills & the Coming Credit Reset

    Are stablecoins quietly becoming part of the machinery financing U.S. government debt? The Uneducated Economist joins Piggo’s Trading Desk for a deep discussion about stablecoins, Treasury bills, tokenization, the Cantillon Effect, credit contraction and hard assets. Under America’s emerging stablecoin framework, regulated payment stablecoins are backed by highly liquid reserve assets that can include short-term U.S. Treasuries. That creates an important new financial relationship: growing stablecoin adoption can translate into greater demand for government debt. The conversation explores a provocative “privatized Treasury” thesis in which private stablecoin issuers increasingly intermediate between global dollar users and the Treasury market. We also discuss: Stablecoins and Treasury bills GENIUS Act Tokenization Stablecoin redemption risk CBDCs vs. private stablecoins Cantillon Effect Credit contraction Gold and commodities Tokenized real-world assets Water, food, energy and land Housing affordability Lumber prices Mill closures British Columbia forestry Generational changes in money The central question: If everything becomes tokenized, is owning the token the same thing as owning the underlying asset? Contact Uneducated economist: Uneducated Economist - YouTube Uneducated Economist - UneducatedEconomist.com UE University · Economics 00:00 Welcome & Setup00:15 Stablecoin Franchise Thesis03:17 The “Privatized Treasury”04:30 Tokenization & Control06:36 CBDCs vs. Private Stablecoins07:51 Dollars vs. Real Assets11:13 Tokenizing Water—and Everything Else12:34 Credit Access & Household Debt14:44 Luxury Consumption vs. Productive Assets19:51 UBI & Stablecoin Scenario22:08 Real Goods, Scarcity & Inequality27:05 Family Debt & the Cantillon Effect30:01 Paper Commodities vs. Physical Assets31:29 Generational Financial Shift34:47 Living Beyond the Markets38:54 Spontaneity & Quality of Life39:09 Nomadic Work & Ranch Jobs40:37 Sports, Travel & Experiences41:21 Gematria & Sports42:48 Baseball vs. Football45:48 Economics as a Hobby50:23 Debt & Commodity Inflation52:01 Why Is Lumber Falling?55:26 Housing Demand Weakness56:06 ADUs & Rising Interest Rates58:35 When Housing Became a Luxury01:02:38 Disasters & Lumber Demand01:05:06 Diesel & Transportation Costs01:07:46 British Columbia Lumber Industry01:14:21 Softwood vs. Hardwood01:15:44 Where to Find The Uneducated Economist01:16:36 Investing, Optimism & Adaptability01:18:51 Closing Thoughts Chapters

  8. Sep 2

    The Next Junior Mining Boom? Steve Hyland on Gold, Copper, AI Demand & Above & Beyond Summit 2026

    Steve Hyland of TheDeepDive.ca joins Piggo's Trading Desk to preview the Above & Beyond Summit 2026, scheduled for November 22–24 in Scottsdale, Arizona. The conversation covers junior mining stocks, gold, silver, copper, critical minerals, AI infrastructure, government debt, rising bond yields and the potential long-term rotation toward hard assets. Steve also explains why smaller investment conferences can provide retail investors with greater access to mining executives and networking opportunities. Companies and resource themes discussed span gold, silver, copper, phosphate, antimony, potash and other strategic materials. Piggo's Trading Desk promo code: PT500 — $500 off the stated $750 ticket through September 20. Chapters 00:00 Welcome & Steve Hyland00:11 Above & Beyond Summit 202601:01 Why Smaller Mining Conferences Win03:03 CEO Access & Investor Networking06:51 Debt, AI & the Hard-Asset Thesis10:25 Critical Minerals & Mining Supply Crunch13:09 Gold Strength & Future Monetary Policy15:49 Stablecoins & Inflation20:29 Speakers at the Scottsdale Summit22:16 Junior Mining Companies to Watch28:42 Summit Schedule & Raffle29:56 PT500 Promo Code & Closing

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About

Hello everyone, we provide market, forecasting, and comprehensive breakdowns of publicly traded companies. We also provide spiritual discussions and philosophical thought provoking ideas. Come and join us to enjoy both the physical and the metaphysical and grow in this journey with piggo’s

Information

  • Creator
    Tony - Whitelavender92, Derek - Diablo_blanco_3
  • Years Active
    2025 - 2026
  • Episodes
    171
  • Rating
    Explicit
  • Copyright
    © Tony - Whitelavender92, Derek - Diablo_blanco_3
  • Show Website
    Piggo’s Trading Desk

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