Lyn Alden is a full-time investor and independent financial analyst. She has been performing investment research for over 15 years in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Lyn has a Bachelor’s degree in electrical engineering and a Master’s in engineering management. She went from intern to lead engineer at an aviation facility before retiring with financial independence at 33. Her goal is to provide institutional-level research in plain English, so institutional and retail investors can benefit.

🐦 Follow Lyn on Twitter https://twitter.com/LynAldenContact
Subscribe to Lyn's newsletters: https://www.lynalden.com
Lyn Alden's origin story: https://www.youtube.com/watch?v=HL6NaO-Q4TM&t=1376s

🗒️ IN THIS EPISODE:

0:00 Intro, Swan Bitcoin promo
1:39 Bitcoin mini rally, liquidity rally
3:13 Fed cycle
4:53 Correlation to macro factors
6:20 Liquidity in treasury markets; recession?
8:27 Valuations, earnings
9:57 Rate tightening
12:40 CPI calculation 2 years instead of 1
14:55 Why the change in Consumer Price Index?
15:56 Money supply, M1, M2
18:52 Commercial banks, retail investors
20:37 Fed's attempt at soft landing
22:32 iTrustCapital, Bitcoin 2023 promos
24:47 Fed put
26:41 When will it break? Why hasn't it?
29:39 Chicken pivot
31:49 Debt ceiling
33:38 Credit market
35:30 Negative YOY inflation print
37:42 Zoltan Pozsar essay, globalization, currencies
41:03 Commodity encumbering
42:45 China buying energy commodities in Yuan notUSD
45:38 Fold app, CrowdHealth promos
47:29 Neutral reserve asset, mCBDC
50:15 Could BTC be reserve asset in Russia, China?
51:39 Threats to Bitcoin
54:11 What would Lyn ask Jay Powell?
55:45 Holding rates this high for this long; "It's just math."
57:11 QE correlation w/ wealth concentration
1:02:51 Fiscal contribution
1:05:01 Corruption, incompetence
1:06:26 2023 transition year for investors to build a good base

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Lyn Alden: Bitcoin's Next Bull Run and Macro Outlook 2023

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