Piggo’s Trading Desk

Who are you when everything you’ve used to define yourself disappears?

Your career.

Your relationships.

Your money.

Your social status.

Your titles.

What remains?

Summer of Just Be True joins Piggo’s Trading Desk to explore anxiety, identity, ego, trauma and spiritual awakening.

Summer is an intuitive teacher, spiritual mentor, energy practitioner, Reiki healer, coach and channeler. She discusses her belief that anxiety can sometimes be connected to unresolved emotional experiences, nervous-system responses and the ways people construct their identities.

The conversation explores childhood trauma, anxiety in crowds, identity crises and the pressure to live according to other people’s expectations.

Summer also introduces her spiritual approach to past-life regression, reincarnation and Akashic records, including a client’s reported fear of fire that she interpreted through a past-life experience.

From there, the discussion expands into the meaning of spiritual progression, the possibility of collective awakening, changing social power structures and the intersection of religion, technology and artificial intelligence.

Summer also discusses her book, Embracing Your Inner Shadow, and the importance of confronting the parts of ourselves we may have learned to suppress.

The central question: Are you living as your authentic self, or as the person the world expects you to be?

Explore Summer’s work at

https://just-be-true.com

https://www.instagram.com/summer_magic22/?hl=en

(20+) Facebook

Just Be True ~ A Soul-Led Podcast | Podcast on RSS.com

Just Be True - YouTube

Note: Past-life regression, Akashic records, energy healing and reincarnation are discussed as spiritual beliefs and personal interpretations, not scientifically established explanations or treatments for anxiety.

00:00 Who Are You Beyond Your Titles?
00:44 Meet Summer of Just Be True
01:10 What Causes Anxiety? Ego, Identity & Fear
02:39 Trauma, Anxiety & the Nervous System
05:58 Can Past-Life Trauma Cause Anxiety?
07:00 Reincarnation, Souls & Spiritual Purpose
10:25 Akashic Records & Intuitive Insights
12:20 Midlife Crisis & Losing Your Identity
15:50 Spiritual Awakening & Societal Change
23:00 Trust, Institutions & Power Struggles
27:15 AI Jesus, Religion & Spiritual Authority
31:19 Mythology, Symbols & Intuitive Downloads
33:38 Embracing Your Inner Shadow & Farewell

Chapters

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 DeGoey
00:40 Bullshift, AI Hype & Market Psychology
03:42 Longevity Risk & Retirement Reality
05:14 Geopolitics, Base Rates & Financial Risk
07:51 Government Debt & Interest-Rate Shocks
08:39 Real Estate & Hidden Ownership Costs
14:52 Renting vs. Buying a Home
15:55 Invest Like a Pension Fund
19:56 Gold, Bonds & Speculation
22:50 U.S. Dollar & Reserve-Currency Uncertainty
26:04 Gold Allocation, Diversification & Behavior
28:09 Closing & Where to Find John DeGoey

Topics CoveredChapters

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 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

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 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

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 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

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 Ponce
00:54 Houthis Pressure Saudi Arabia
01:26 Trump, Saudi Arabia & Abraham Accords Theory
04:49 Macron & Diplomatic Speculation
07:29 Abraham Accords Silence & Timing
11:05 MBS & Biblical “Beast” Interpretation
13:06 Palantir, Sauron & AI Surveillance
14:49 AI “Doom” Timelines
18:02 Preparedness & Seven-Year Framework
21:16 Markets, Economic Pain & Eclipse Date
25:33 Is AI Becoming an “Alien Mind”?
28:56 Vatican End-Times Interpretation
29:34 Vatican & Scarlet Beast Theory
30:05 Judas Prophecy Explained
30:23 MBS “Seventh King” Interpretation
31:10 Vaccine & Shedding Claims
31:45 Chemtrail Discussion
32:03 Operation Warp Speed Symbolism
33:08 Violence & Media-Signal Theory
33:49 Pop Culture, Gematria & Symbolism
35:57 Houthis, Yemen & Asymmetric Warfare
37:24 Saudi-Israel Coordination
38:57 Mark of the Beast Theory
39:54 Pope Leo & False Prophet Interpretation
40:50 Sports Gematria
42:35 AI Singularity & Human-Machine Convergence
44:00 Cybernetics & “Onslaught” Theory
45:05 Eclipse & Reanimation Theory
46:45 Being Justified Resources
47:55 Preparing for Tribulation
51:39 Rapture vs. Resurrection
55:14 Closing Warning & Resolve

Chapters

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 Swart
00:28 Retail Investing vs. Sports Betting
01:48 Sports Betting & Market Integrity
04:59 AI Data Centers & Local Resources
06:42 Property Rights & Community Compensation
10:06 California Data Centers & Local Opposition
13:35 War Protests & Foreign Policy
15:28 Should Presidential Power Be Reduced?
19:01 Constitutional Reform & War Powers
23:06 Limited Government & Surveillance
26:48 AOC & Political Polarization
29:08 Tariffs, Diesel Exports & Trade Authority
31:29 Closing & Next Meetup

Chapters

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 Explained
00:36 Welcome & Paul Musson
00:53 Pawn Shops & Consumer Liquidity
01:30 Retail Slowdown & Pepsi Pricing
03:56 The K-Shaped Economy
06:38 Tariffs & Earnings Adjustments
08:42 Diesel, Freight & Food Inflation
12:07 ShadowStats, CPI & Inflation Measurement
14:31 Netflix Pricing & Advertising
20:00 Diesel Export Restrictions
22:42 Gold, Savings & Financial Repression
29:51 Money vs. Capital
33:11 AI Bubble & Refining Crack Spreads
34:55 Interest Rates & Lagged Economic Pain
40:05 Closing Thoughts

Chapters

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 Lines
00:51 Saudi Pipeline Attack Shockwave
02:57 Saudi Arabia & Houthi Escalation
06:17 Can MBS Push for Regional Peace?
10:47 Houthis & Asymmetric Warfare
15:18 Trump, Netanyahu & Leadership Debate
20:10 Oil, Diesel & Social Pressure
24:48 Fourth Turning & Global Crisis
25:47 Ukraine, Russia & Nord Stream
27:21 F-35s, Gallium & Critical Materials
29:42 Diesel Shock & War Risks
30:43 Crisis Timeline Discussion
31:35 Iran & Regional Response
32:12 Gematria & Political Symbolism
33:49 Epstein Network Allegations
36:04 Surveillance Technology
36:40 Tracking & Digital Infrastructure
40:10 Flock Cameras & Privacy
42:28 Gas Prices & Social Unrest
46:03 How Revolutions Begin
47:04 “Great Taking” & Asset Seizure Thesis
50:45 Moriarty's Warning
51:50 Books & Closing Thoughts

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 Laurent
00:15 U.S. vs. China Economic Trajectory
02:03 China Tech, Smartphones & EVs
04:22 Western Defense & Industrial Policy
07:27 Bond Yields Surge
10:18 Stablecoins & the “Digital Gulag” Thesis
14:37 Commodities, Coal & Diesel
18:55 Bitcoin & XRP Skepticism
20:57 Iran & the Kharg Island Question
26:35 War Timeline & U.S. Politics
27:06 Gold, Silver & Bullion Storage
30:32 Where to Find Macro Butler

Chapters