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.Â
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Connect with:Â
Lyn Alden: https://twitter.com/LynAldenContactÂ
Sam Callahan: https://twitter.com/samcallah
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Timestamps:Â
00:00:00 “Swan Signal” IntroÂ
00:01:09 Introducing Lyn AldenÂ
00:01:39 Nasdaq Performance and Thoughts on the Latest Equity RallyÂ
00:04:27 Debt and Liquidity DynamicsÂ
00:09:26 Correlation with Reverse-Repo and T-BillsÂ
00:13:23 “Fiscal Dominance”Â
00:21:27 Measuring How the Economy is DoingÂ
00:29:49 Thoughts on Latest Equity RallyÂ
00:34:12 Energy and Oil MarketsÂ
00:40:38 “Bullish on Bitcoin”Â
00:46:30 Institutional Interest Coming to BitcoinÂ
00:50:43 BlackRock Bitcoin ETFÂ
00:55:25 Elon Musk, Censorship on Twitter and NostrÂ
00:59:30 How to Connect with Lyn AldenÂ
01:00:30 “Swan Signal” Outro
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