Piggo’s Trading Desk

About Piggo’s Trading Desk

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

Publisher

Tony - Whitelavender92, Derek - Diablo_blanco_3

Category

business

Language

en

Explicit

Yes

First episode

27 Jun 2025

Latest episode

9 Oct 2026

Latest episodes

3 of 174 episodes have a transcript.

1. 

   9 Oct 2026

   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 (https://www.linkedin.com/in/laurent-lequeu-/) Laurent Lequeu (@LLequeu) / X (https://x.com/LLequeu) Financial Advisor & Wealth Advisor Services | The Macro Butler (https://themacrobutler.com/) The Macro Butler Financial Academy Online USA | Learn Wealth & Financial Literacy (https://themacrobutler.com/financial-academy/) 00:00 Welcome Back, Laurent Lequeu 00:21 Thailand Travel & Travel Tips 01:29 Global Bond Yields Surge 03:31 Geopolitics, Government Debt & Deficits 08:11 Fed Rate Hikes & Equity Outlook 11:49 Energy Stocks & Sector Rotation 14:03 Balance Sheets, Leverage & Free Cash Flow 16:42 Credit Spreads & Refinancing Warning 20:28 Politics, Elections & Investigations 24:33 Russia-Related Public-Health Speculation 28:34 Emergency Powers & Martial Law Scenarios 30:08 Final Thoughts & Macro Butler Resources Chapters

2. 

   7 Oct 2026

   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 (https://bubbatrading.com/) Bubba Trading (https://go.bubbatrading.com/) Bubba Trading - YouTube (https://www.youtube.com/c/bubbatrading) Todd Bubba Horwitz (@Bubba_Trading) / X (https://x.com/Bubba_Trading?lang=en) 00:00 Market Crash Setup 00:33 Vegas Catch-Up 01:30 Bond Yields Surge 04:19 Gold & Silver Outlook 05:41 Commodity Supercycle 07:25 Uranium & Nuclear Case 09:59 Technology Bubble Warning 12:25 Energy, Refining & Helium 14:51 Banks & Leverage Risk 18:36 Soft Commodities & Meat Trades 19:29 Where Bubba Wants to Go Long 21:13 Trading Education Resources 22:10 Debt Stress Signals 22:42 Las Vegas Insurance Shock 24:12 Buying Physical Silver 25:36 Timing Gold & Silver 25:52 Patience Beats FOMO 28:21 Trading vs. Investing 30:51 How Leverage Wrecks Traders 32:30 Las Vegas Tourism Discussion 33:36 Sports Betting & Numerology 35:20 Blackjack & Final Advice

3. 

   25 Sept 2026

   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 (https://x.com/LLequeu) Financial Advisor & Wealth Advisor Services | The Macro Butler (https://themacrobutler.com/) The Macro Butler (https://open.substack.com/users/193399821-the-macro-butler?utm_source=mentions) Financial Academy Online USA | Learn Wealth & Financial Literacy (https://themacrobutler.com/financial-academy/) 00:00 Nuclear Escalation Warning 00:33 Welcome & Thailand Update 01:04 Global Bond Yields Surge 03:48 Equities vs. Fixed Income 06:05 Commodities & the Stagflation Trade 10:40 UN Summit, Trump–Xi & U.S.–China Tensions 16:37 Lanthanum, Diesel & Refinery Constraints 22:10 Nuclear, Uranium & Energy Plays 25:20 ASEAN Oil & Gas CapEx Outlook 27:35 Where to Find Macro Butler 28:34 Closing Thoughts Chapters

Inside a recent episode

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

Published 12 May 2026 · Transcript excerpt

[…] And the Kuwaiti market in the 80s. So it's better than the bank but it really doesn't protect you as well as for the common money. I'll give my comment then I'll let him answer. I think the market people are just going to keep following in to seems like that's doing for the figure generate real returns which to some degree that's tenable. You can argue with that but it's not realistic because the amount of money supply has to grow to keep up with the actual stock market is not there at some point it's going to hit a wall like every nation that hyper inflates goes through. And we should be looking at supply chain infrastructure because at the end of the day you get on a thousand shares of Nvidia but being able to redeem those shares whether you have the Q -sit or like just the electronic share is important. […]

Who has been a guest on Piggo’s Trading Desk

Names identified in recent episode analyses. Showing up to five guests.

• Anthony Fatseas
• Dr Marc Faber
• Alasdair Macleod
• Ali Haji
• Gregory Mannarino

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

36,315

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 61 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

91

Social presence

0

YouTube

76

Engagement

0

Contact Piggo’s Trading Desk

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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