Piggo’s Trading Desk

Are stablecoins quietly becoming part of the machinery financing U.S. government debt?

The Uneducated Economist joins Piggo’s Trading Desk for a deep discussion about stablecoins, Treasury bills, tokenization, the Cantillon Effect, credit contraction and hard assets.

Under America’s emerging stablecoin framework, regulated payment stablecoins are backed by highly liquid reserve assets that can include short-term U.S. Treasuries. That creates an important new financial relationship: growing stablecoin adoption can translate into greater demand for government debt.

The conversation explores a provocative “privatized Treasury” thesis in which private stablecoin issuers increasingly intermediate between global dollar users and the Treasury market.

We also discuss:

• Stablecoins and Treasury bills

• GENIUS Act

• Tokenization

• Stablecoin redemption risk

• CBDCs vs. private stablecoins

• Cantillon Effect

• Credit contraction

• Gold and commodities

• Tokenized real-world assets

• Water, food, energy and land

• Housing affordability

• Lumber prices

• Mill closures

• British Columbia forestry

• Generational changes in money

The central question:

If everything becomes tokenized, is owning the token the same thing as owning the underlying asset?

Contact Uneducated economist:

Uneducated Economist - YouTube

Uneducated Economist - UneducatedEconomist.com

UE University · Economics

00:00 Welcome & Setup
00:15 Stablecoin Franchise Thesis
03:17 The “Privatized Treasury”
04:30 Tokenization & Control
06:36 CBDCs vs. Private Stablecoins
07:51 Dollars vs. Real Assets
11:13 Tokenizing Water—and Everything Else
12:34 Credit Access & Household Debt
14:44 Luxury Consumption vs. Productive Assets
19:51 UBI & Stablecoin Scenario
22:08 Real Goods, Scarcity & Inequality
27:05 Family Debt & the Cantillon Effect
30:01 Paper Commodities vs. Physical Assets
31:29 Generational Financial Shift
34:47 Living Beyond the Markets
38:54 Spontaneity & Quality of Life
39:09 Nomadic Work & Ranch Jobs
40:37 Sports, Travel & Experiences
41:21 Gematria & Sports
42:48 Baseball vs. Football
45:48 Economics as a Hobby
50:23 Debt & Commodity Inflation
52:01 Why Is Lumber Falling?
55:26 Housing Demand Weakness
56:06 ADUs & Rising Interest Rates
58:35 When Housing Became a Luxury
01:02:38 Disasters & Lumber Demand
01:05:06 Diesel & Transportation Costs
01:07:46 British Columbia Lumber Industry
01:14:21 Softwood vs. Hardwood
01:15:44 Where to Find The Uneducated Economist
01:16:36 Investing, Optimism & Adaptability
01:18:51 Closing Thoughts

Chapters

Steve Hyland of TheDeepDive.ca joins Piggo's Trading Desk to preview the Above & Beyond Summit 2026, scheduled for November 22–24 in Scottsdale, Arizona.

The conversation covers junior mining stocks, gold, silver, copper, critical minerals, AI infrastructure, government debt, rising bond yields and the potential long-term rotation toward hard assets.

Steve also explains why smaller investment conferences can provide retail investors with greater access to mining executives and networking opportunities.

Companies and resource themes discussed span gold, silver, copper, phosphate, antimony, potash and other strategic materials.

Piggo's Trading Desk promo code: PT500 — $500 off the stated $750 ticket through September 20.

Chapters

00:00 Welcome & Steve Hyland
00:11 Above & Beyond Summit 2026
01:01 Why Smaller Mining Conferences Win
03:03 CEO Access & Investor Networking
06:51 Debt, AI & the Hard-Asset Thesis
10:25 Critical Minerals & Mining Supply Crunch
13:09 Gold Strength & Future Monetary Policy
15:49 Stablecoins & Inflation
20:29 Speakers at the Scottsdale Summit
22:16 Junior Mining Companies to Watch
28:42 Summit Schedule & Raffle
29:56 PT500 Promo Code & Closing

The global helium market is facing another major supply shock and the consequences extend far beyond party balloons.

Robert Rohlfing, Executive Chairman and CEO of Desert Mountain Energy Corp. (TSXV: DME / OTC: DMEHF), joins Piggo's Trading Desk to discuss disruptions affecting major international helium suppliers and what they could mean for U.S. helium prices and domestic production.

Helium is strategically important to semiconductors, MRI systems, cryogenics, aerospace, scientific research and other advanced technologies, while major global resources are concentrated in countries including Qatar and Russia.

Rohlfing explains DME's New Mexico strategy, its helium processing infrastructure, gathering and pipeline requirements, recently acquired 154-acre property, water-management philosophy, potential hydrogen and battery opportunities, and the unusual economics of Helium-3.

DME says its West Pecos facility has successfully separated commercial volumes of helium and that its broader Roswell strategy now includes pipeline, gas-storage, hydrogen and data-center infrastructure opportunities.

Topics: helium shortage, Helium-3, Desert Mountain Energy, DME stock, DMEHF, New Mexico helium, U.S. critical minerals, semiconductor supply chains, hydrogen, AI infrastructure and strategic resources.

Disclaimer: Supply-loss estimates, helium pricing forecasts, project economics and future development plans discussed in the interview represent management commentary and forward-looking views. Actual results may differ.

DESERT MOUNTAIN ENERGY ANNOUNCES ADEQ DETERMINATION FOR McCAULEY HELIUM FIELD – Desert Mountain Energy-TSX-V: DME

Could rising interest rates and sovereign debt trigger a major bond-market correction?

Hugh Massie joins Piggo’s Trading Desk to discuss Treasury markets, pension risk, foreign ownership of U.S. debt, financial concentration, gold, commodities, energy costs, and strategies for navigating greater economic instability.

The conversation also explores technology, surveillance, media consolidation, war and energy risks, climate-related supply disruptions, barter, practical skills, and Massie’s GoDNA platform for understanding decision-making and relationships.

Topics include:

• Bond market crash risk

• Treasury yields

• Rising interest rates

• Sovereign debt

• Pension fund risk

• China and Japan Treasury holdings

• Gold and hard assets

• Agricultural commodities

• Energy and diesel prices

• Financial concentration

• Technology and surveillance

• Survival investing

• GoDNA

Note: Market forecasts and political interpretations discussed during this interview represent the speakers’ views and should not be considered guaranteed outcomes or investment advice.

DNA Behavior - The Behavior and Money Insights CompanyGoDNA.ai | Connection Intelligence App

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.

Subscribe now

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