Piggo’s Trading Desk
Piggo’s Trading Desk
Podcast Description
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
Podcast Insights
Content Themes
The show covers market forecasting, investment insights, spiritual discussions, and philosophical topics, featuring episodes that explore themes such as the current state of mining companies, economic challenges, and personal development.
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
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
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
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