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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