Piggo’s Trading Desk

Iran-Israel Escalation, Oil Shock Risks, Taiwan Blockade Threats & SpaceX IPO Red Flags | Laurent "Macro Butler" Lequeu

Laurent "The Macro Butler" Lequeu joins Piggo's Trading Desk to discuss escalating tensions between Iran and Israel, the likelihood of continued conflict in the Middle East, and the potential consequences for oil markets, inflation and global supply chains. The discussion explores risks surrounding the Strait of Hormuz, refinery bottlenecks, California gasoline prices, fertilizer shortages, stagflation, Taiwan blockade scenarios, semiconductor vulnerabilities, Nvidia, Intel, and concerns surrounding a future SpaceX IPO. A deep dive into geopolitics, commodities and macroeconomic risks shaping global markets. #IranIsraelConflict #IranIsraelWar #MiddleEastCrisis #OilPrices #WTI #CrudeOil #EnergyCrisis #StraitOfHormuz #CommodityMarkets #Stagflation #Inflation #FoodInflation #Taiwan #TaiwanStrait #Semiconductors #Nvidia #Intel #SpaceX #Starlink #GeopoliticsContact Laurent:https://themacrobutler.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkNtYzJ0c044bXpLaFpDeVlqU2dEaXdoRXNoQXxBQ3Jtc0ttTmVvV1lxY3JzTkp5cnZxSkJiVTB4ZFliTVJvaXdNS1duVFVrT2pWOEh1QS1DQ1lHajEzbllUXzJOOFJDdEVhSklPcDJsamRteHRja3BNRHlCZzVueC1BTTFRT1hRS2xFU0UzZUx4bTRNSXh5U3lYRQ&q=https%3A%2F%2Fthemacrobutler.com%2F&v=x3OBK5WiQW4] https://themacrobutler.com/financial-.. [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1VWQUNBc3hBY29kVDVnUXU5RHJvWFpjLUhRQXxBQ3Jtc0trU3ZJWU9TUTlhTjduWVVUSXpZN3RMV3dITS1TeTBWeG5mRUFKZFlRN2tOb05mR2tldW5nLUYyOEc1aDg4UVZUMnNUSDc4eXFBUXVUZHJmaUZUMVJUSFl4dU5nZ3dCMVRhWlZnVFpfdUxEZFlseF8zNA&q=https%3A%2F%2Fthemacrobutler.com%2Ffinancial-..&v=x3OBK5WiQW4]. https://x.com/LLequeu [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1VrZUJ3RkV6YXhpTk5NVDZEaWl0R1RoajBld3xBQ3Jtc0tsQVBWVmc3Nm9KcFYySGZmOGRhck9tS0xJZ01IUkctd1Ixb0EycURmY3RfVTNmRTdXb2JCekczOVc5TU53aWcxZzVEd3VWQ05lNTROcEpTVjBEVUxmaFpldHppZlV6WUcyZVJzR0MxcWRia3lIdVZ5UQ&q=https%3A%2F%2Fx.com%2FLLequeu&v=x3OBK5WiQW4]Contact usbuy our booksComing soon Catastrophe investing https://a.co/d/iTv3V1P [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGxYajVBVlFodEEzMDVmOXpvTUpJSnlOYVNId3xBQ3Jtc0trWjJYYkVlSFhURGFYMFNFMmxfMkxXZHJjQ1gzekowOHJ5ZDRyUmhYTlpfcklFckNzX0xBbE1mdGhPc3BLanRicG5PSmNZY0VCTzJsUUV3Y3hUcjFnWTJtZi1QajA0MjdySE1mNGQxd0RQMHhoLW4tdw&q=https%3A%2F%2Fa.co%2Fd%2FiTv3V1P&v=x3OBK5WiQW4]https://a.co/d/3yEE6mh [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm5jNWNGTlZCUDMxdzJ1Qzh5YndheHA5dHNRQXxBQ3Jtc0trNm41eERHOUhuNnY3amEyMmpEZ2RnM3NaYkxiUFpVc1lQeDFxUXF6eWI4empLVFI5MmdWemZyb3I2a2ZFbVgteXJOWXhjeGx5T1o3YVVXUVFVRjlxWmoyUVRfTXlnNW04bEl2QmVnaXJxVnRwdXVkZw&q=https%3A%2F%2Fa.co%2Fd%2F3yEE6mh&v=x3OBK5WiQW4]https://a.co/d/9wJ7sXh [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEhGQnNCU0MtWks1R0FwekFXZGJxMW1QbFJIZ3xBQ3Jtc0trdmRnVnd1dG1OblJ0dlNyekNuVmotYUdvT3ZaTkVRZnk1RjJNcG1QVWFvZ21TcGd2S0EyWFozVUJqTmdXYkNUcENRMmxMc3VUME1NUnhEVGdHano2cUtyY2htY3JuQUVta09zaG1FTlFDZkJBVkx5dw&q=https%3A%2F%2Fa.co%2Fd%2F9wJ7sXh&v=x3OBK5WiQW4]Contact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdesk [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0hmbmZzQ1FhWldhSWJQRFJILWEyckI1aVpDUXxBQ3Jtc0tuR3JJN0ZtTFpWdlJHNmpZckI0Q29EOXhOYjh6RDJhczJ3amUzclBSb0hQR3paVEFNdVFFcmZ5TnNkbFAybVdnZ1RYcXYxSHZnc0IwWlVwbEtJaW5iT2lDNDAtSzNPZnBkeFNRUzNUcUpkdnpqWmk4RQ&q=https%3A%2F%2Fsubstack.com%2F%40piggostradingdesk&v=x3OBK5WiQW4]Email: piggostradingdesk@gmail.com

Bob Moriarty on Oil & Food Shortages, Strait of Hormuz Risks & the IPO Bubble Warning

In this episode, Bob Moriarty of 321gold joins the hosts to discuss escalating geopolitical, economic, and supply-chain risks shaping the global economy. The conversation centers on how a disruption in the Strait of Hormuz could trigger cascading effects across fuel markets, food systems, and financial assets. Particularly in regions heavily dependent on imported energy and agricultural inputs. Key themes include: • Strait of Hormuz disruption risks and global oil markets • California’s dependence on fertilizers and food logistics • Fuel shortages and inflationary pressure • Shipping bottlenecks and maritime supply-chain disruptions • IPO market excess and speculative bubble concerns • Rising social instability amid economic stress The discussion also examines broader geopolitical tensions involving Iran, sanctions policy, and the increasing fragility of global trade and financial systems. Contact Bob:https://www.amazon.com/stores/author/... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblZWN1dkMHUzeWRlLXk1bE1IYTd5bUE5MGhqQXxBQ3Jtc0ttelpQZG5nOE1jSjQzcWFNeGx3a20yYjMyYTNrQmpTekRxaFJ5bGotdzNkWEhKRXZJeWJUOVM3SW42N21QUkJXbnR1QjJUWldleU8zRkRvM0p6eVJFNnVGN2hqRnpXSXM4M090b2VjcVB4YTBpVGpLYw&q=https%3A%2F%2Fwww.amazon.com%2Fstores%2Fauthor%2FB01A9I4TJU&v=6mOAUvlqzUY]http://www.321gold.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVlCbW1td2ZCQVJWSnprY19rOFZPbnZWVmVJQXxBQ3Jtc0tuaFROb3BIckU2Y2xKU1UzMXp4QjB5Mi1POVl1U2I2eGFiUU9PVmxYWFNtc1VRM1hqdGZ5NU91ZlFSRWpDSHJPYUNzclVSX1Q4SHpsRFYza0RsQlQtVTlSRG1FTFB3S1ZoaktkdjVnT2lnV1NnbGpzbw&q=http%3A%2F%2Fwww.321gold.com%2F&v=6mOAUvlqzUY]http://www.321energy.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVhQTC0wbTc2RHktY3R3MkN0TzEzYng3bVdoQXxBQ3Jtc0tsYlZUNkh5VTJCdXV1Ul9YTnVhcW8yekJsZHB5Y1RNd2dPNV9lbjJPNjJrMUloaGJEOFJZRkIzQlBOcG1VNVctTDU5Z25xSk5XajNtdmY4d1VaNkNSa0hSMTljek9GNk9JWklfOWZLRUdUSEN5Tmw1aw&q=http%3A%2F%2Fwww.321energy.com%2F&v=6mOAUvlqzUY]https://substack.com/@fingerprint42 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1ZQRHFyZHVCd1doeGRWZXh3aUtyVl9WTEZfZ3xBQ3Jtc0tuRFVtSy1MTkdUMDBxWHQ5Rmx6b0ppVkVNQ1JOT2pjTFQ0X1lkMjY1emNWeWRyQ1g4cS05SWpzTzFndURHZlc5eDZLSWFMajMwSEJFTEZ5MWJnOGpZaGpBZlVCcU4ydEpBU1lON3ZGQ1RaNThoYno2bw&q=https%3A%2F%2Fsubstack.com%2F%40fingerprint42&v=6mOAUvlqzUY]Contact us:buy our books https://a.co/d/iTv3V1P [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVplYnFCSm4zQmh6QW9COVFSWWlhcGpwbjA3d3xBQ3Jtc0tuUk5jRVA3NjN2aTVSYWdOcW15YmlFRTAyOHRBYTdxb2hTckxUWEgxcDhTRzF2ZmZ0VmowNjhvTHpDbC1KdGpDSUd0RWtuS1ZmVzh5LUloWGgxb242VEF3UlBMTDFVT0dMWnNfV1gwNXdTN0Iwd1JLUQ&q=https%3A%2F%2Fa.co%2Fd%2FiTv3V1P&v=6mOAUvlqzUY]https://a.co/d/3yEE6mh [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblk1a3FIeEQtVHU2RFZZU2lVd1JzSHVKVDc0d3xBQ3Jtc0tsb2tqM2tLTjZ0Njg4dVdjUFQyTHJhUHFsTHpQNkdOdmNRTG40UUxNS1RQWE5Pa2hucTFrRmF1d1ZRbVZNWG9wSXNyWTV0TFBuMWwtYUdrLTRmb2tGRnRNOHJLRHJsc2c2V0ZpZ2RhVTcxNkxRTmxINA&q=https%3A%2F%2Fa.co%2Fd%2F3yEE6mh&v=6mOAUvlqzUY]https://a.co/d/9wJ7sXh [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2hjM3N2MFVwakxxT1lsajNXbWtHQWVudUFBQXxBQ3Jtc0tsaVo4VkVLV3dDNVBtd2JyS3E5TVB3c0JMUk5uVzBESlJvTy1xblN5WDl0eE5udWdGbWRqQTlRRTlzUEw4R0JFeXpaMnFwQktxUlFoSWFRTFlRQm1xdGZlMnZocEdQT2QwRmFJd1ZhR3JESDJ0cHhRNA&q=https%3A%2F%2Fa.co%2Fd%2F9wJ7sXh&v=6mOAUvlqzUY]Contact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdesk [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1daV1VFNlkwUUlsb09BSG92cU9aMGc2bVNrQXxBQ3Jtc0tsRGI3WVg2UDNhVlJVNHlYUXdFU2Rxd2lEcFpsRHpTYkRBUjBKV3BlTkhWOENXdkhxNEppWWJEUjlldXhGMmpvTDc2VUh3R1lEZkFhNElrZkVjM2RDSjFXTmxxQml0RVNqazhYWXE4TUV0Z1YzVVhyTQ&q=https%3A%2F%2Fsubstack.com%2F%40piggostradingdesk&v=6mOAUvlqzUY]Email: piggostradingdesk@gmail.com #Oil #FoodCrisis #Macro #Geopolitics #Markets #Inflation #Commodities #Investing

💸 The Global Monetary Flood Has Begun… And Most People Aren’t Paying Attention

💸 The Global Monetary Flood Has Begun… And Most People Aren’t Paying AttentionThe world may be experiencing one of the largest monetary expansions in modern history.Governments are spending.Central banks are injecting liquidity.Debt continues rising.And new money keeps entering the system.The question is:Where does it all go?Most people assume more money means more prosperity.History suggests it’s not that simple.Because when liquidity floods into the system, it rarely benefits everyone equally.Instead, it often flows first into:📈 Financial assets🏠 Real estate🥇 Commodities📊 Speculative marketsWhile everyday people continue struggling with:⚠️ Higher living costs⚠️ Housing affordability issues⚠️ Wage pressure⚠️ Debt burdensAt the same time, we are watching a world becoming increasingly divided between:💰 Asset ownersand💸 Wage earnersA divide that continues widening as liquidity and debt expand.At Piggo’s Trading Desk, we’ve spent years tracking:📊 Monetary expansion💸 Debt growth⚡ Inflation pressure🛢️ Commodity cycles🌍 Global economic fragmentationBecause modern markets are increasingly being driven by liquidity and monetary policy as much as fundamentals.💡 The biggest question investors should be asking is not:“How much money is being created?”But rather:“Where is that money flowing next?”Because that’s often where the next major opportunities—and risks—emerge.👉 In our latest deep dive, we break down:• The global monetary expansion currently underway• Why debt continues growing worldwide• How liquidity impacts markets and asset prices• Why the economy may be splitting into two very different realities🚨 The monetary flood may already be here. The real question is who benefits from it.🔗 Read the full article here: https://open.substack.com/pub/piggostradingdesk/p/the-global-monetary-flood?utm_source=share&utm_medium=android&r=5c8iju 💡 Follow @piggostradingdesk for:📊 Macro analysis💸 Debt and liquidity insights🌍 Geopolitical trends⚡ Commodity research📈 Emerging market opportunities #Macro #Inflation #MoneyPrinting #DebtCrisis #StockMarket #Investing #Liquidity #CentralBanks #Economics #FinancialMarkets #Commodities #Gold #Silver #Trading #WealthBuil

Why Congress and Fidelity are betting on Water Bridge

🎥 New Clip + New Research Note from Piggo's Trading Desk Some of the biggest opportunities in markets emerge when the crowd is focused on today's headlines while ignoring tomorrow's structural changes. That's why we continue spending our time studying: • Commodities and critical minerals • Energy security • Artificial intelligence infrastructure • Debt and currency trends • Geopolitical risk • Emerging technologies • Long-term demographic shifts Many of the themes we've been discussing over the past year have continued moving closer to the mainstream conversation. The question investors should always ask isn't: "What is everyone talking about today?" It's: "What will everyone be talking about six months from now?" Our latest clip and research note explore one of the trends we believe deserves far more attention than it's currently receiving. Whether you're an investor, entrepreneur, industry professional, or simply interested in understanding where markets and society may be headed next, we think you'll find this discussion valuable. The goal isn't to predict the future perfectly. The goal is to identify where the pressure, opportunity, and disruption are building before the broader market fully reacts. Watch the clip, read the note, and let us know what you think. 👇 Link below: https://lnkd.in/gJnnAPeq [https://www.linkedin.com/safety/go/?url=https%3A%2F%2Flnkd%2Ein%2FgJnnAPeq&urlhash=GiaU&mt=Ipt2Wao5CsQvH8uloNYWc2eEi9kWRY5tkD5oCZgZF4OUpTwOtGwQKepXqcu34oI5G4CrwvRjnu3XHwfrFfk8pTnLm5pTUB1nTA2jTO24qMlj5H028622ORf1TmY&isSdui=true] What trend do you believe the market is currently overlooking? #Investing [https://www.linkedin.com/search/results/all/?keywords=%23investing&origin=HASH_TAG_FROM_FEED] #Finance [https://www.linkedin.com/search/results/all/?keywords=%23finance&origin=HASH_TAG_FROM_FEED] #StockMarket [https://www.linkedin.com/search/results/all/?keywords=%23stockmarket&origin=HASH_TAG_FROM_FEED] #MacroEconomics [https://www.linkedin.com/search/results/all/?keywords=%23macroeconomics&origin=HASH_TAG_FROM_FEED] #ArtificialIntelligence [https://www.linkedin.com/search/results/all/?keywords=%23artificialintelligence&origin=HASH_TAG_FROM_FEED] #Energy [https://www.linkedin.com/search/results/all/?keywords=%23energy&origin=HASH_TAG_FROM_FEED] #Commodities [https://www.linkedin.com/search/results/all/?keywords=%23commodities&origin=HASH_TAG_FROM_FEED] #CriticalMinerals [https://www.linkedin.com/search/results/all/?keywords=%23criticalminerals&origin=HASH_TAG_FROM_FEED] #Innovation [https://www.linkedin.com/search/results/all/?keywords=%23innovation&origin=HASH_TAG_FROM_FEED] #Geopolitics [https://www.linkedin.com/search/results/all/?keywords=%23geopolitics&origin=HASH_TAG_FROM_FEED] #Trading [https://www.linkedin.com/search/results/all/?keywords=%23trading&origin=HASH_TAG_FROM_FEED] #Markets [https://www.linkedin.com/search/results/all/?keywords=%23markets&origin=HASH_TAG_FROM_FEED] #FutureTrends [https://www.linkedin.com/search/results/all/?keywords=%23futuretrends&origin=HASH_TAG_FROM_FEED] #PiggosTradingDesk [https://www.linkedin.com/search/results/all/?keywords=%23piggostradingdesk&origin=HASH_TAG_FROM_FEED]

🚨 EVERY CRISIS. SAME RESPONSE.

Print. Borrow. Stimulate. For nearly a century, every major economic crisis in America has been met with the same solution: larger deficits, more liquidity, and greater intervention. 📉 The New Deal 📉 The 2008 Financial Crisis 📉 COVID Stimulus 📉 Multi-trillion-dollar deficits today Different administrations. Different slogans. The same underlying economic machine. Meanwhile, asset prices continue rising while many Americans face: ⚠️ Higher housing costs ⚠️ Inflation pressure ⚠️ Rising debt burdens ⚠️ Shrinking purchasing power Can stimulus create true prosperity, or is it simply delaying the consequences of deeper structural problems? We break down: • The history of stimulus cycles • The rise of the K-shaped economy • Why liquidity can't create physical resources • The growing gap between financial markets and economic reality • What the next crisis response could look like 🎥 Watch our new video breakdown and read the full note below. 🔗 https://lnkd.in/gDupsDDc [https://www.linkedin.com/safety/go/?url=https%3A%2F%2Flnkd%2Ein%2FgDupsDDc&urlhash=Me02&mt=23xZ_XOYCURCIqKual-49WYe7kiZTG2I_-3fXhEldgTj7lugSGJwSI7aJNpTUTfDgE5KF3ZDVh91RFRFor2PeN34mGRgPin6IyDjZYTa5fuiDgxMovYk5_hdOfM&isSdui=true] Follow Piggo's Trading Desk for market insights, macroeconomic analysis, commodities, critical minerals, energy, AI, and emerging investment opportunities. #PiggosTradingDesk [https://www.linkedin.com/search/results/all/?keywords=%23piggostradingdesk&origin=HASH_TAG_FROM_FEED] #Economy [https://www.linkedin.com/search/results/all/?keywords=%23economy&origin=HASH_TAG_FROM_FEED] #FederalReserve [https://www.linkedin.com/search/results/all/?keywords=%23federalreserve&origin=HASH_TAG_FROM_FEED] #Stimulus [https://www.linkedin.com/search/results/all/?keywords=%23stimulus&origin=HASH_TAG_FROM_FEED] #Inflation [https://www.linkedin.com/search/results/all/?keywords=%23inflation&origin=HASH_TAG_FROM_FEED] #DebtCrisis [https://www.linkedin.com/search/results/all/?keywords=%23debtcrisis&origin=HASH_TAG_FROM_FEED] #MacroEconomics [https://www.linkedin.com/search/results/all/?keywords=%23macroeconomics&origin=HASH_TAG_FROM_FEED] #FinancialCrisis [https://www.linkedin.com/search/results/all/?keywords=%23financialcrisis&origin=HASH_TAG_FROM_FEED] #QuantitativeEasing [https://www.linkedin.com/search/results/all/?keywords=%23quantitativeeasing&origin=HASH_TAG_FROM_FEED] #FederalDeficit [https://www.linkedin.com/search/results/all/?keywords=%23federaldeficit&origin=HASH_TAG_FROM_FEED] #MoneyPrinting [https://www.linkedin.com/search/results/all/?keywords=%23moneyprinting&origin=HASH_TAG_FROM_FEED] #KShapedRecovery [https://www.linkedin.com/search/results/all/?keywords=%23kshapedrecovery&origin=HASH_TAG_FROM_FEED] #StockMarket [https://www.linkedin.com/search/results/all/?keywords=%23stockmarket&origin=HASH_TAG_FROM_FEED] #WallStreet [https://www.linkedin.com/search/results/all/?keywords=%23wallstreet&origin=HASH_TAG_FROM_FEED] #EconomicHistory [https://www.linkedin.com/search/results/all/?keywords=%23economichistory&origin=HASH_TAG_FROM_FEED] #USDebt [https://www.linkedin.com/search/results/all/?keywords=%23usdebt&origin=HASH_TAG_FROM_FEED] #DollarCrisis [https://www.linkedin.com/search/results/all/?keywords=%23dollarcrisis&origin=HASH_TAG_FROM_FEED] #SupplyChain [https://www.linkedin.com/search/results/all/?keywords=%23supplychain&origin=HASH_TAG_FROM_FEED] #EnergyCrisis [https://www.linkedin.com/search/results/all/?keywords=%23energycrisis&origin=HASH_TAG_FROM_FEED] #Commodities [https://www.linkedin.com/search/results/all/?keywords=%23commodities&origin=HASH_TAG_FROM_FEED] #CriticalMinerals [https://www.linkedin.com/search/results/all/?keywords=%23criticalminerals&origin=HASH_TAG_FROM_FEED] #Investing [https://www.linkedin.com/search/results/all/?keywords=%23investing&origin=HASH_TAG_FROM_FEED] #Finance [https://www.linkedin.com/search/results/all/?keywords=%23finance&origin=HASH_TAG_FROM_FEED] #Markets [https://www.linkedin.com/search/results/all/?keywords=%23markets&origin=HASH_TAG_FROM_FEED] #EconomicReality [https://www.linkedin.com/search/results/all/?keywords=%23economicreality&origin=HASH_TAG_FROM_FEED]