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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