Show notes
On this week's episode of Swan Signal, Sam sat down with the brilliant Lyn Alden for a wide-ranging discussion. In the conversation, they discussed the current era of fiscal dominance, liquidity dynamics post-debt ceiling, Bitcoin ETFs, and why she is most interested in Bitcoin for long-term investment.
Connect with:
Lyn Alden: https://twitter.com/LynAldenContact
Sam Callahan: https://twitter.com/samcallah
Timestamps:
00:00:00 “Swan Signal” Intro
00:01:09 Introducing Lyn Alden
00:01:39 Nasdaq Performance and Thoughts on the Latest Equity Rally
00:04:27 Debt and Liquidity Dynamics
00:09:26 Correlation with Reverse-Repo and T-Bills
00:13:23 “Fiscal Dominance”
00:21:27 Measuring How the Economy is Doing
00:29:49 Thoughts on Latest Equity Rally
00:34:12 Energy and Oil Markets
00:40:38 “Bullish on Bitcoin”
00:46:30 Institutional Interest Coming to Bitcoin
00:50:43 BlackRock Bitcoin ETF
00:55:25 Elon Musk, Censorship on Twitter and Nostr
00:59:30 How to Connect with Lyn Alden
01:00:30 “Swan Signal” Outro
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