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. 17h ago

    Why Markets, Housing & Retirement Plans Fail: John De Goey on Optimism Bias & Bullshift

    What if the biggest threat to your financial future isn’t a market crash, but your own optimism? Financial author John DeGoey joins Piggo’s Trading Desk to discuss Bullshift and the dangerous assumptions investors make about markets, housing, retirement and the economy. DeGoey explains optimism bias our tendency to expect favorable outcomes while underestimating the likelihood and consequences of adverse events. The conversation examines how that bias can distort decisions involving artificial intelligence stocks, market valuations, real estate, mortgage debt, retirement savings and portfolio construction. We also explore the difference between historical base rates and personal expectations, why longevity risk is routinely underestimated, and whether owning a home is always financially preferable to renting. DeGoey argues for a pension-style approach to investing that emphasizes diversification, realistic planning assumptions and protection against multiple economic scenarios. The episode also covers gold, precious metals, commodities, geopolitical instability, supply-chain disruptions, sovereign debt and the future of the U.S. dollar. The central question: What happens when the assumptions holding your financial plan together stop working? John DeGoey’s Bullshift provides the behavioral-finance framework for this discussion. Optimism bias and behavioral finance Bullshift and market psychology Historical base rates AI and technology stock valuations Dot-com bubble and 2008 financial crisis Longevity risk and retirement planning U.S. debt and rising interest rates Real estate valuations and housing affordability Renting versus owning Homeownership’s hidden expenses Pension-style portfolio construction Asset allocation and diversification Gold, silver and commodities Inflation hedging Deglobalization and supply chains Reserve-currency uncertainty Risk management and investor behavior Disclaimer: This discussion is educational and does not constitute individualized financial advice. Market forecasts and portfolio views are those of the participants. Contact John: Business Financial Health Check http://www.youtube.com/@yourwealthyretirement John De Goey CFP, CIM, FP Canada FELLOW | LinkedIn John De Goey | Financial Advisor | Wealth Management Expert John De Goey (@STANDUP_Today) / X Bullshift: How Optimism Bias Threatens Your Finances: De Goey, John J.: 9781459750906: Books - Amazon.ca 00:00 What Is Optimism Bias?00:17 Meet John DeGoey00:40 Bullshift, AI Hype & Market Psychology03:42 Longevity Risk & Retirement Reality05:14 Geopolitics, Base Rates & Financial Risk07:51 Government Debt & Interest-Rate Shocks08:39 Real Estate & Hidden Ownership Costs14:52 Renting vs. Buying a Home15:55 Invest Like a Pension Fund19:56 Gold, Bonds & Speculation22:50 U.S. Dollar & Reserve-Currency Uncertainty26:04 Gold Allocation, Diversification & Behavior28:09 Closing & Where to Find John DeGoey Topics CoveredChapters

  2. 6d ago

    US Bond Yields Surge: Macro Butler on Sovereign Debt, War Risk & Energy Stock Rotation

    U.S. Treasury yields are surging. Is the bond market signaling a deeper sovereign-debt problem? Laurent Lequeu, known as Macro Butler, returns to Piggo’s Trading Desk to discuss rising bond yields, Western government debt, persistent inflation, global credit risks and the growing importance of corporate balance sheets. Laurent explains why he believes the long end of the bond market is becoming increasingly important, why additional Federal Reserve rate hikes remain possible, and how higher refinancing costs could affect technology companies, AI infrastructure, real estate and heavily indebted businesses. The conversation examines a potential sector rotation into energy producers, refiners, commodities and financially resilient companies capable of generating free cash flow. The hosts also discuss geopolitical instability, U.S.–China tensions, Taiwan, political uncertainty and several speculative crisis scenarios. Key themes: Treasury yields, sovereign debt, interest rates, credit spreads, energy stocks, oil refiners, AI financing, corporate leverage, free cash flow, commodity investing and stagflation. Contact Laurent: Laurent Lequeu | LinkedIn 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, Laurent Lequeu00:21 Thailand Travel & Travel Tips01:29 Global Bond Yields Surge03:31 Geopolitics, Government Debt & Deficits08:11 Fed Rate Hikes & Equity Outlook11:49 Energy Stocks & Sector Rotation14:03 Balance Sheets, Leverage & Free Cash Flow16:42 Credit Spreads & Refinancing Warning20:28 Politics, Elections & Investigations24:33 Russia-Related Public-Health Speculation28:34 Emergency Powers & Martial Law Scenarios30:08 Final Thoughts & Macro Butler Resources Chapters

  3. Oct 7

    Stocks in a Bubble? Bubba Horowitz Warns of 40–60% Downside, Higher Rates & Commodity Boom

    Could the stock market eventually fall 40–60% while commodities enter a new supercycle? Veteran trader Todd “Bubba” Horowitz of Bubba Trading joins Piggo’s Trading Desk to explain why he believes U.S. equities are trading in a bubble even though he says he is not short the stock market yet. Bubba discusses: His 40–60% market-drawdown scenario Rising Treasury yields Why he expects higher interest rates The possibility of additional Fed hikes Housing valuations Bank leverage Commercial and residential real estate Gold and silver His oil short Refining and energy Uranium and nuclear power Copper Grains Soft commodities Meat markets Commodity supercycle Physical silver Trading versus investing Leverage and risk management Horowitz compares today’s combination of expensive technology stocks, excessive debt, banking stress and real-estate vulnerability with elements of both the 2000–2001 technology bust and the 2008 financial crisis. But there is an important distinction: He isn’t short equities yet. For Bubba, identifying a bubble and identifying the moment to trade against it are two different things. His message is ultimately about patience: Don’t predict the trade. Wait for the market to confirm it. Contact Bubba: Bubba Trading – Trading Investing Markets Bubba Trading Bubba Trading - YouTube Todd Bubba Horwitz (@Bubba_Trading) / X 00:00 Market Crash Setup00:33 Vegas Catch-Up01:30 Bond Yields Surge04:19 Gold & Silver Outlook05:41 Commodity Supercycle07:25 Uranium & Nuclear Case09:59 Technology Bubble Warning12:25 Energy, Refining & Helium14:51 Banks & Leverage Risk18:36 Soft Commodities & Meat Trades19:29 Where Bubba Wants to Go Long21:13 Trading Education Resources22:10 Debt Stress Signals22:42 Las Vegas Insurance Shock24:12 Buying Physical Silver25:36 Timing Gold & Silver25:52 Patience Beats FOMO28:21 Trading vs. Investing30:51 How Leverage Wrecks Traders32:30 Las Vegas Tourism Discussion33:36 Sports Betting & Numerology35:20 Blackjack & Final Advice

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

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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
    174
  • Rating
    Explicit
  • Copyright
    © Tony - Whitelavender92, Derek - Diablo_blanco_3
  • Show Website
    Piggo’s Trading Desk

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