Could a global sovereign debt crisis trigger the next major commodity bull market?

Laurent Lequeu, “The Macro Butler,” joins Piggo’s Trading Desk to discuss rising government bond yields, mounting sovereign debt, gold, silver, commodities and the growing appeal of hard assets.

The conversation examines Japan and Europe’s debt challenges, U.S. Treasury markets, potential market corrections, agricultural commodities, fertilizer constraints, oil and diesel inflation, and strategies for navigating a period of greater economic volatility.

Topics include: sovereign debt, Treasury yields, gold, silver, commodities, bond markets, Japan, European debt, inflation, oil, agriculture, wheat, fertilizer, critical metals and hard assets.

Contact Laurent:

The Macro Butler

Laurent Lequeu (@LLequeu) / X

Financial Advisor & Wealth Advisor Services | The Macro Butler

00:00 Welcome and Setup
00:13 Sovereign Debt Crisis Thesis
03:31 Bonds to Gold, Silver & Hard Assets
07:26 Wheat and Soft Commodities
09:21 Fertilizer and Agriculture Plays
11:38 Precious Metals and Buying Restrictions
16:12 Taxes and Government Bonds
17:58 Oil, Diesel and Winter Inflation
20:43 Shortages and Economic Preparedness
26:36 Water Scarcity and Data Centers
31:07 Prepare, Don’t Fight
32:07 Where to Find Macro Butler
32:42 Closing Thoughts

Chapters

Can ancient philosophy and forgotten scientific ideas still offer valuable lessons today? Brother steven has hundreds of free books. Please support the work and help keep the knowledge alive and preserved. Download and share this knowledge please.

Dr. Steven A. Ross, President of the World Research Foundation and lesscomplicated.net, joins Piggo’s Trading Desk to discuss the legacy of Hypatia of Alexandria, Melampus, Georges Lakhovsky, dream interpretation, sound healing, and the importance of remaining mentally grounded in an increasingly complex world. The World Research Foundation focuses on collecting and sharing information about conventional, complementary, and historical approaches to health and medicine.

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Topics include:

• Hypatia of Alexandria

• Ancient Greek philosophy

• Melampus

• Georges Lakhovsky

• Sound healing

• Ancient medicine

• Dreams and consciousness

• History of science

• Wisdom traditions

• Mental resilience

• World Research Foundation

Links to contact:

World Research Foundation | Complementary/Integrative Medicine Information & Research

https://www.lesscomplicated.net/

With gold trading near record highs and copper demand accelerating from AI infrastructure, electrification, and defense manufacturing, U.S.-based mining projects are attracting renewed investor attention.

Luke Norman, Executive Chairman and co-founder of U.S. Gold Corp. (NASDAQ: USAU), joins Piggo's Trading Desk to discuss the company's fully permitted CK Gold Project in Wyoming, financing strategy, project economics, gold and copper markets, and future exploration upside at Keystone, Nevada, and Challis, Idaho. U.S. Gold Corp. describes CK Gold as a fully permitted, construction-ready project while continuing exploration work on its broader portfolio.

Topics include:

• U.S. Gold Corp.
• CK Gold Project
• Wyoming gold mining
• Gold and copper production
• Gold price outlook
• Copper demand
• Critical minerals
• Project financing
• Mine development
• Keystone Project
• Challis Gold Project
• U.S. mining investment

Note: Development plans, financing timelines, exploration targets, and production schedules discussed in this interview reflect company plans and management commentary. These forward-looking statements involve risks and uncertainties and should not be interpreted as guarantees of future results.

Links:

U.S. Gold Corp. (USAU)US+Gold+Corp+Deck_August+2026+Final.pdf

What is Daemonic Astrology, and how does it relate to ancient philosophy, dreams, ritual, and the Age of Aquarius?

Author and astrologer Jamie Paul Lamb joins Piggo’s Trading Desk to discuss his upcoming work on daemonic astrology, the symbolism of the Aquarian Age, Jungian dream interpretation, ritual practice, mythology, and the soul’s journey through classical esoteric traditions.

The conversation explores astrology, Plato, Carl Jung, symbolism, manifestation, ceremonial magic, mythology, consciousness, and perspectives on death and the afterlife.

Topics include:

• Daemonic astrology

• Age of Aquarius

• Astrology

• Carl Jung

• Dream interpretation

• Ritual and symbolism

• Ancient philosophy

• Plato

• Mythology

• Consciousness

• Esotericism

• Spiritual traditions

• Death and the afterlife

• Astrology books

• The Astrological Goetia

Note: This conversation explores philosophical, spiritual, and esoteric ideas. The views expressed are those of the guest and are presented for discussion rather than as established facts.

00:00 Welcome and Guest Return

00:12 Substack and New Projects

01:33 United Astrology Conference (UAC)

02:42 Astrology and Public Debate

04:40 Daemonic Astrology

08:16 Numerology Discussion

11:34 Historical and Cultural Claims

15:45 Mythology and Folklore

17:36 Ritual and Symbolism

21:45 Manifestation and Magic

25:30 Defining Ritual Practice

26:14 Sacred Symbols

27:07 Spiritual Disciplines

29:58 Esoteric Traditions

32:33 Dream Interpretation

35:28 Consciousness and the Psyche

38:54 Death and the Afterlife

42:43 Symbolism and Numerology

45:00 Where to Find Jamie Paul Lamb

46:00 Reflections on Mortality

47:36 Closing Thoughts

Links:

Schedule - UAC 2026

Jaime Paul Lamb

Jaime Paul Lamb

Books — Jaime Paul Lamb

Chapters

With copper demand rising from AI infrastructure, electrification, and power-grid expansion, exploration projects in Arizona are drawing increasing investor attention.

Alain Lambert, CEO of Prismo Metals, joins Piggo’s Trading Desk to discuss the company’s Arizona exploration portfolio, including the Silver King and Hot Breccia projects, recent drilling results, and the strategy behind targeting large copper systems in one of the world’s premier mining districts.

The discussion also covers porphyry geology, silver mineralization, exploration techniques, financing, strategic partnerships, and updates on the Palos Verdes gold-silver project in Mexico.

Topics include:

• Arizona copper exploration

• Silver King Mine

• Hot Breccia project

• Copper porphyry systems

• Silver exploration

• Critical minerals

• U.S. copper supply

• Mining exploration

• Drill results

• Gold and silver projects

• Junior mining stocks

• Resource investing

Note: Exploration plans, drill targets, geological interpretations, and development timelines discussed in this interview reflect company objectives and management commentary. Exploration is inherently uncertain and should not be interpreted as evidence of economic mineral resources or future production.

Prismo Metals – Precious Metals Exploration in Mexico and Arizona

Corporate Presentation – Prismo Metals

00:00 Indonesia’s Nickel Strategy

00:26 Introduction to Cupani Metals

02:15 Quebec Critical Minerals Portfolio

03:35 Geology and Exploration Targets

04:45 Shareholder and Funding Update

06:43 Indonesia’s Global Nickel Strategy

11:09 Canada’s Competitive Advantage

13:59 Platinum and Palladium Markets

17:08 Canadian Mining Policy

19:29 Drilling Program Update

26:18 Building the Exploration Team

29:34 Long-Term Strategy and Closing Thoughts

Chapters

How is Indonesia reshaping the global nickel market, and why are investors increasingly looking toward North American critical mineral projects?

Brian Bosse of Cupani Metals joins Piggo’s Trading Desk to discuss the company’s copper, nickel, platinum, and palladium exploration portfolio in Quebec while examining Indonesia’s growing influence over global nickel production and supply chains.

The conversation explores critical minerals, battery metals, mining exploration, platinum group metals (PGMs), Canadian resource development, and the geopolitical competition surrounding strategic commodities.

Topics include:

• Indonesia’s nickel industry

• Global nickel supply

• Critical minerals

• Copper exploration

• Nickel exploration

• Platinum and palladium

• Quebec mining

• Battery metals

• EV supply chains

• Canadian mining

• Critical mineral security

• Junior mining companies

Note: Exploration plans, drilling targets, and potential resource opportunities discussed in this interview reflect company objectives and management commentary. Exploration success is uncertain, and these statements should not be interpreted as proven mineral resources or future production.

CUPANI-Metals-Corp.–Corporate-Presentation–April-2026.pdf

News - Cupani Metals

Indonesia navigates nickel market with output cuts, policy shifts | S&P Global

00:00 Indonesia’s Nickel Strategy

00:26 Introduction to Cupani Metals

02:15 Quebec Critical Minerals Portfolio

03:35 Geology and Exploration Targets

04:45 Shareholder and Funding Update

06:43 Indonesia’s Global Nickel Strategy

11:09 Canada’s Competitive Advantage

13:59 Platinum and Palladium Markets

17:08 Canadian Mining Policy

19:29 Drilling Program Update

26:18 Building the Exploration Team

29:34 Long-Term Strategy and Closing Thoughts

Chapters

Could Cambodia emerge as a new frontier for oil, gas, and critical mineral development?

Delayne Weeks of Angkor Resources joins Piggo’s Trading Desk to discuss the company’s Block 8 onshore oil and gas exploration program, copper-gold projects, seismic results, and Cambodia’s expanding energy infrastructure.

The conversation explores exploration strategy, hydrocarbon seeps, seismic interpretation, drilling plans, resource development, power generation, and the long-term opportunity for domestic energy production in Southeast Asia.

Topics include:

• Cambodia oil and gas

• Block 8 exploration

• Onshore oil discovery

• Copper and gold exploration

• Seismic surveys

• Energy infrastructure

• LNG and natural gas

• Diesel refining

• Southeast Asia energy

• Mining and exploration

• Resource investing

• Junior energy companies

Note: Exploration targets, resource potential, and development timelines discussed in this interview reflect company objectives and management commentary. Exploration success is uncertain, and these statements should not be interpreted as proven reserves or guaranteed outcomes.

Contact Delayne:

News Releases - Angkor Resources Corp

Corporate Presentations - Angkor Resources Corp

00:00 Cambodia’s Energy Opportunity

00:39 Welcome and Company Introduction

01:55 Angkor Resources Overview

04:01 Cambodia’s Growing Energy Demand

04:36 Block 8 Exploration

05:46 Hydrocarbon Seeps and Seismic Results

07:43 Understanding the Geological Targets

10:01 Economic Impact of Resource Development

11:33 Valuation and Project Economics

14:04 Natural Gas Infrastructure

15:06 Leadership and Community Engagement

16:33 Copper-Gold Exploration Updates

18:44 Refining and Domestic Energy

21:02 Oil Market Outlook

23:00 Project Timeline

25:46 Closing Thoughts

Are rising debt levels, geopolitical tensions, and tightening energy markets setting the stage for a new commodity supercycle?

Laurent Lequeu (”The Macro Butler”) joins Piggo’s Trading Desk to discuss oil markets, sovereign debt, inflation, gold, industrial commodities, global shipping, and investment opportunities tied to energy security and infrastructure.

The conversation explores the Strait of Hormuz, the Strategic Petroleum Reserve, the Panama Canal, Treasury yields, currency markets, precious metals, industrials, electrification, and long-term macro investing.

Topics include:

• Oil prices and global energy markets

• Strait of Hormuz and Middle East tensions

• Strategic Petroleum Reserve (SPR)

• Global shipping and the Panama Canal

• Sovereign debt and bond markets

• Inflation and interest rates

• Gold and precious metals

• Commodity investing

• Industrials and electrification

• Space infrastructure investing

• Japan’s debt outlook

• Global macro investing

Note: The guest shares personal opinions and market forecasts throughout the interview. These views are presented for discussion and should not be interpreted as established facts or investment advice.
The Macro Butler

Financial Advisor & Wealth Advisor Services | The Macro Butler

Financial Academy Online USA | Learn Wealth & Financial Literacy

Chapters

00:00 Sovereign Debt and the Big Picture

00:28 Oil Markets and the Strait of Hormuz

02:19 Strategic Petroleum Reserve and Diesel Supply

03:55 Panama Canal and Global Shipping

06:52 Market Rotation and the War Economy

09:52 Treasury Yields and Bond Markets

12:25 Sovereign Debt Risks

13:25 Industrials, Electrification, and Refining

16:35 Balance Sheets, M&A, and Value Investing

19:28 Space Infrastructure and Cash Flow

22:04 Japan, Asia, and Global Debt

25:32 Gold Cycles and Long-Term Investing

27:49 Closing Thoughts

#Oil #Gold #CommoditySupercycle #Energy #DebtCrisis #Investing #Macro #Commodities #EnergySecurity #Inflation

#StraitOfHormuz #BondMarket #Treasury #Industrials #Infrastructure #Refining #Shipping #Japan #GlobalEconomy #MarketRotation

#PiggosTradingDesk #MacroButler #SpotifyPodcast #Substack #InvestingPodcast

Adrian Day Explores Gold, Silver, Oil, Bonds, Emerging Markets, and the Next Commodity Investment Cycle

Are precious metals and emerging markets poised to outperform?

Adrian Day, founder of Adrian Day Asset Management, joins Piggo's Trading Desk to discuss the outlook for gold, silver, oil, platinum, bond markets, mining stocks, and global investing.

The conversation explores Treasury yields, commodity cycles, emerging markets, agriculture, fertilizer constraints, and portfolio positioning amid changing macroeconomic conditions.

Topics include:

• Gold price outlook
• Silver investing
• Mining stocks
• Bond market cycles
• Treasury yields
• Oil market volatility
• Platinum and palladium
• Emerging markets
• Agricultural commodities
• Wheat and corn markets
• Fertilizer supply
• Commodity investing

Note: The guest shares personal opinions and market forecasts throughout the interview. These views are presented for discussion and should not be interpreted as established facts or investment advice.

00:00 Welcome Adrian Day00:18 Bond Cycle Signals03:24 Gold Silver Bottom06:48 Selling Exhaustion07:52 Oil Price Outlook09:35 Mining Stock Picks11:21 Platinum And Palladium13:15 Old Mines Restarting15:35 Water And Ag Commodities17:00 Best Sectors Ahead19:16 Wheat Corn And Weather20:59 Closing Thoughts

Contact Adrian:

https://adriandayassetmanagement.com/

https://adrianday.com/

Laurent Lequeu (” The Macro Butler”) joins Piggo’s Trading Desk to discuss the outlook for oil, gold, silver, uranium, currencies, and global financial markets amid rising geopolitical uncertainty.

The conversation explores developments involving Iran, the Red Sea, Russia-Ukraine, China-Taiwan, energy security, commodity investing, the U.S. dollar, and sector rotation.

Topics include:

• Iran and Middle East geopolitics

• Oil price outlook

• Gold and silver markets

• Uranium investing

• China-Taiwan tensions

• Russia-Ukraine energy impacts

• Energy security

• Defense sector trends

• U.S. dollar outlook

• Japanese yen and carry trades

• Consumer debt

• Commodity investing

Note: The guest shares personal opinions and market forecasts throughout the interview. These views are presented for discussion and should not be interpreted as established facts or investment advice.

Contact Laurent:

The Macro Butler

Financial Advisor & Wealth Advisor Services | The Macro Butler

00:00 Introduction

00:14 Iran and Middle East Outlook

01:53 Oil Supply and Energy Markets

03:58 Geopolitical Escalation

05:13 Turkey, Yemen, and the Red Sea

07:38 China-Taiwan and Global Markets

09:31 Energy, Defense, and Commodities

10:26 Gold and Silver Outlook

12:01 Uranium Investing

15:53 U.S. Dollar Outlook

18:32 Japanese Yen and Carry Trades

20:34 Global Debt and Reserve Currency

23:08 Consumer Debt Trends

25:43 ETFs and Investment Themes

27:30 Closing Thoughts

#Oil #Gold #Silver #Iran #Energy #Geopolitics #China #Uranium #Investing #Macro

#WTI #BrentCrude #EnergySecurity #DefenseStocks #CommodityInvesting #Dollar #Yen #CarryTrade #MarketOutlook #Economics

#PiggosTradingDesk #MacroButler #SpotifyPodcast #Substack #InvestingPodcast