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. 2D AGO

    Macro Butler (Laurent Lequeu) on U.S. Polarization, Iran & Taiwan Risks, Food Shortages & the SpaceX IPO Debate

    Laurent Lequeu examines rising U.S. political polarization, escalating geopolitical risks involving Iran and Taiwan, warnings of a global food crisis, and why speculative IPO enthusiasm may signal late-cycle market excess. In this episode, macro analyst Laurent Lequeu (“Macro Butler”) discusses mounting geopolitical and economic risks shaping the global economy. The conversation explores increasing political polarization in the United States, declining trust in institutions, and the possibility of structural political realignment as inflation and economic pressure intensify. Key themes include: • U.S. political fragmentation and institutional distrust• Geopolitical tensions involving Iran, BRICS, and Gulf states• Taiwan blockade risks and semiconductor supply-chain vulnerability• Food shortages, agriculture inflation, and global supply stress• Speculative market behavior and concerns around a potential SpaceX IPO• The growing role of commodities and real assets in an unstable macro environment The discussion frames today’s market environment as increasingly driven by geopolitical conflict, supply-chain fragility, and structural inflationary forces rather than traditional growth dynamics. Contact Laurent:https://themacrobutler.com/https://themacrobutler.com/financial-... https://x.com/LLequeuContact usbuy our booksComing soon Catastrophe investing https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: piggostradingdesk@gmail.com #Macro#Geopolitics#FoodCrisis#Inflation#Markets#Commodities#Investing#SpaceX Key words:macro butler interviewlaurent lequeutaiwan semiconductor riskfood crisis warningspacex ipo cautioniran geopolitical riskus political polarizationglobal inflation outlookcommodity investing 2026brics vs united states

    29 min

  2. MAY 13

    Paul Musson: 6% PPI Shock: Why Inflation Is Back Energy Crisis, Money Supply & Housing Reality

    The Producer Price Index just jumped to 6% and Paul Musson says it’s no accident. This episode breaks down how energy driven supply shocks, money supply expansion, and policy engineered asset inflation have created a fake wealth effect that benefits the top 1% while leaving Main Street squeezed. We cover why today’s inflation is different from 2022, how central banks distort markets, why housing is frozen, and why real interest rates should be set by markets not policymakers. Topics include: • The new 6% PPI surge and the energy shock tied to conflict near the Strait of Hormuz• Why central banks shouldn’t hike rates to fight pure supply shocks• How 2022 inflation was driven by rapid money printing and stimulus• The widening gap between Wall Street and Main Street• Housing affordability collapse and a frozen market with more sellers than buyers• Record debt, declining consumer sentiment, and the illusion of rising wealth• Why Paul calls for market‑determined rates and no Wall Street bailouts 00:00 Fake Housing Wealth 01:19 PPI Shock And War 02:47 Supply Shock vs 2022 Inflation 04:20 Money Printing And Main Street 06:35 K‑Shaped Economy Disconnect 08:30 Fed Distorts Markets 10:53 Insider Trading And “Hillionaires” 12:12 Housing Affordability Crisis 14:16 Why Home Prices Soared 17:14 Rate Normalization & No Bailouts 19:33 Frozen Market And Price Reality 23:43 History, Urbanization & Wrap‑Up 25:08 Paul’s Blog, Book & Farewell Contact Paul:https://x.com/pauliticalbloghttps://pauliticaleconomy.com/about/https://pauliticaleconomy.com/capital-offence-book-paul-musson-economic-policy-inequality-money-management-financial-intelligenc/https://www.linkedin.com/company/pauliticaleconomy/?originalSubdomain=ca.https://www.simonandschuster.com/books/Capital-Offence/Paul-Musson/9781917458047https://www.linkedin.com/in/paulbmusson/Contact usbuy our booksComing soon Catastrophe investing https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: piggostradingdesk@gmail.com

    29 min

  3. MAY 12

    David Morgan on Inflation, Surveillance, Real Assets & the Rise of Technocracy

    In this episode, precious metals analyst David Morgan joins the hosts to discuss inflation, debt expansion, and the growing role of technology and surveillance in modern economies. The conversation begins with media-driven fear narratives and expands into broader concerns surrounding technocracy, AI-powered surveillance systems, and increasing centralization. Key themes include: • Inflation, debt growth, and bond-market stress• Currency debasement and purchasing power erosion• AI surveillance, technocracy, and digital governance• Gold and silver as long-term wealth preservation assets• Risks within paper markets and redemption systems• Strategies for investing in silver miners and royalties The discussion also examines how crises can accelerate structural economic and technological shifts, while emphasizing the importance of preserving purchasing power through hard assets and disciplined risk management. Contact David: https://www.financialsense.com/blogs/1158/david-morgans-bloghttps://www.linkedin.com/in/thedavidmorgan/ https://www.themorganreport.com/https://x.com/silverguru22?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthorhttps://medium.com/@themorganreport/silver-sunrise-documentary-for-the-love-of-money-is-the-root-of-all-evil-d7eb9c49f4f5 Contact usbuy our booksComing soon Catastrophe investing https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: piggostradingdesk@gmail.com #Gold#Silver#Inflation#Macro#Investing#DebtCrisis#RealAssets#Markets

    37 min

  4. MAY 9

    Doomberg on Oil Market Manipulation, Strait of Hormuz Risk & California Fuel Shortages

    In this episode, the hosts speak with energy analyst Doomberg ( Doomberg )about oil market volatility, geopolitical energy risks, and structural weaknesses in the global fuel system. The conversation explores how government messaging, geopolitical headlines, and market positioning may influence oil prices. Particularly during periods of heightened tension in the Middle East. Key themes include: • Oil market volatility and pricing dynamics• Strait of Hormuz disruption risks• California’s refining and fuel import vulnerabilities• North American energy self-sufficiency• Fertilizer, helium, uranium, and coal market implications• Geopolitical risks involving Russia, Ukraine, and China The discussion also highlights the strategic importance of energy infrastructure, domestic production, and critical commodities as geopolitical tensions continue to reshape global trade and investment flows. Contact Doomberg: https://doomberg.myshopify.com/ Contact usbuy our booksComing soon Catastrophe investing https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: piggostradingdesk@gmail.com DoombergA lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.Classics Read AloudA curated stream of outstanding short stories, fairy tales, and excerpts from novels....because you're never too young or too old to enjoy being read to.

    26 min

  5. MAY 8

    Laurent Lequeu on China’s AI & Electrification Boom vs. America’s Debt and Infrastructure Crisis

    In this episode, macro analyst Laurent Lequeu ( The Macro Butler ) contrasts China’s accelerating technological transformation with mounting structural vulnerabilities in the United States economy. The discussion examines China’s rapid adoption of electric vehicles, AI-powered systems, digital payments, and expanding regional integration throughout Southeast Asia; alongside increasing technological separation from Western platforms. Key themes include: • China’s AI and electrification expansion• The geopolitical impact of Middle East conflict on global energy flows• U.S. debt risks and inflation-driven “soft default” dynamics• Infrastructure decay and rising costs across America• Risks of political instability and long-term regime change• The growing divide between state-led investment and debt-driven consumption The conversation frames the global economy through the lens of competing systems: China’s infrastructure heavy modernization strategy versus America’s increasingly debt dependent financial model. China’s rapid technological and infrastructure expansion is reshaping the balance of the global economy. In this discussion, Laurent Lequeu examines how China’s aggressive investment in electrification, AI, and regional integration contrasts sharply with mounting debt burdens and infrastructure challenges in the United States. The conversation explores how these diverging economic models could influence geopolitics, inflation, energy markets, and long-term global competitiveness. Contact Laurent: https://themacrobutler.com/https://themacrobutler.com/financial-... https://x.com/LLequeuContact usbuy our books Coming soon Catastrophe investing https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: piggostradingdesk@gmail.com

    33 min

  6. APR 30

    John Rubino on Gold & Silver Corrections, Mining Risk & the Global Debt Spiral

    In this episode, the hosts sit down with John Rubino to analyze the current outlook for gold, silver, and the broader mining sector amid rising macroeconomic stress. While precious metals remain in a longer term bullish trend, Rubino highlights the potential for sharp corrections particularly during periods of rising interest rates or deflationary shocks, similar to past cycles. Key themes include: • Gold and silver volatility within a long-term bull market• The impact of rising interest rates and debt expansion• Diesel costs and their effect on mining margins• Increasing jurisdiction risk in countries like Mexico and Panama• Limits of automation and AI in mitigating political risk• Growing opportunity in critical minerals amid supply constraints The discussion frames precious metals within a broader macro environment defined by debt expansion, geopolitical instability, and structural cost pressures across resource extraction industries. Contact John: John Rubino's Substack | Substackhttps://www.linkedin.com/in/john-rubino-a952146/https://www.amazon.com/stores/author/B001ILFNOI/about?ingress=0&visitId=e636c3b7-d194-44d1-9d84-7c985362c374&ccs_id=98d3b146-92ec-4f48-8c27-b3929bf02a9c Contact usbuy our books https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: piggostradingdesk@gmail.com John Rubino's SubstackSurvive and Thrive in the Coming Crisis

    20 min

  7. APR 25

    Energy Crisis 2026? Oil Blockades, Shortages & “Energy Lockdowns” Explained | Macro Butler Interview

    Is the world heading toward an energy crisis and potential “energy lockdowns”?In this interview, the Piggos trading desk sits down with Laurent Lequeu (The Macro Butler) to break down a potential US-led oil disruption targeting Iran, and how it could ripple across global energy markets, inflation, and supply chains.We cover:Why oil prices are already risingEarly signs of rationing in AsiaThe risk of energy lockdowns in Europe & AustraliaHow shortages could hit the US within 3–6 monthsWhy food inflation may lag due to fertilizer constraintsThe case for commodity investing as a hedgeEnergy alternatives: nuclear, solar, natural gas, coalRisks of escalation, including false flag scenariosEmerging focus on critical minerals like antimony⚠️ This conversation highlights how energy constraints in Europe could cascade globally, impacting manufacturing, logistics, and ultimately consumer prices.Key Takeaways:Oil disruptions could drive higher prices and shortagesAsia is already seeing early rationing signalsEurope may face severe energy constraintsUS effects could emerge within 3–6 monthsFood inflation may follow due to fertilizer dependenciesCommodities could act as a macro hedgeNuclear, coal, and gas may outperform renewables short termContact Laurent:https://themacrobutler.com/https://themacrobutler.com/financial-... https://x.com/LLequeuContact usbuy our books https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: piggostradingdesk@gmail.com#EnergyCrisis #OilPrices #Inflation #Commodities #Macro #Geopolitics #SupplyChain #Uranium #NuclearEnergy #OilMarket #Investing #Recession #EnergySecurity

    33 min

  8. APR 10

    Is a SpaceX IPO the Top? Ceasefire Rally, Oil Volatility & the Shift Into Commodities: Macro Butler

    In this episode, the hosts analyze whether a potential IPO from SpaceX could signal a late-stage market top echoing historical patterns seen in major listings like Glencore and Saudi Aramco. The discussion takes place against a backdrop of heightened volatility, as markets attempt a relief rally following a temporary Middle East ceasefire. Despite the bounce, the hosts remain cautious, warning of potential downside in U.S. equities and renewed geopolitical escalation. Key themes include: • IPO cycles as indicators of market peaks• Fragility of the current relief rally• Rotation out of mega-cap tech into commodities• Oil volatility and geopolitical supply risks• LNG flows, export restrictions, and global energy dynamics• Emerging themes in robotics and defense technologies The conversation highlights a growing shift in market leadership away from growth-heavy tech stocks and toward energy, agriculture, and hard-asset producers, driven by supply constraints and geopolitical instability. Contact Laurent:https://themacrobutler.com/https://themacrobutler.com/financial-academy/ https://x.com/LLequeuhttps://themacrobutler.substack.com/Contact usbuy our books https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: piggostradingdesk@gmail.com Key words: spacex ipo analysismarket top signals ipocommodity rotation 2026oil price volatility outlookmiddle east ceasefire marketsenergy sector investinglng supply disruptionwti brent spreadstock market correction warningmacro trading strategies

    28 min
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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
    135
  • Rating
    Explicit
  • Copyright
    © Tony - Whitelavender92, Derek - Diablo_blanco_3
  • Show Website
    Piggo’s Trading Desk

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