Jul 2021

1h 10m

SLP294 Lyn Alden - Inflation, Debt, and ...

STEPHAN LIVERA

About this episode

Lyn Alden of Lyn Alden Investment Strategy rejoins me on the show to talk about macro updates and Bitcoin. We chat:

CPI rises to 5.4% and inflation
Govt debt and the likely govt responses
Why and how they keep the party going
Oil & Gas Bull case
Energy and the need for baseload power
Stablecoins & why Bitcoin is different
People are sleeping on the Lightning Network

Links:

Twitter: @LynAldenContact
Article: The Case for a Longer-Term Oil and Gas Bull Market

Other episodes:

Sponsors:

Stephan Livera links:

Up next

Yesterday

Dice Rolls, Entropy, and SeedSigner | Keith Mukai SLP766

In this episode, Keith Mukai of SeedSigner joins to explain why 1.4 percent variance in cheap dice still delivers full 128-bit entropy and how to verify rolls across devices.Timestamps:03:10 — Cheap Dice Only 1.4% Unfair?06:29 — Shake Multiple Dice in a Box08:26 — Verify Dice Rol ... Show More

52m 8s

Aug 19

Jade for Single-Sig or Multisig | Rich SLP765

In this episode, Rich from the team at Blockstream explains Jade, offline dice entropy, blind oracle protection, multisig descriptor recovery and the new Blockstream Swaps beta.Timestamps:00:45 — AI Scans & Audits Secure Jade03:21 — Jade Core $99, Plus Up to $16905:51 — Roll Dice ... Show More

27m 51s

Aug 14

Wavelength Delivers Ark-Based Lightning Without Node Overhead | Roasbeef & Michael Levin SLP764

Lightning Labs built Wavelength to deliver self-custodial Lightning payments without forcing users to run nodes, manage channels, or handle liquidity.Olaoluwa Osuntokun, CTO and co-founder of Lightning Labs, and Michael Levin, VP of Product, join me to detail the design choices b ... Show More

50m 19s

Recommended Episodes

May 2024

Doomsday Inflation and a Bull Case for Bitcoin — with Lyn Alden

Lyn Alden, independent analyst and author of “Broken Money,” joins the show to discuss the U.S. deficit and the threat of persistent inflation. She also shares why she remains bullish on Bitcoin, and breaks down what supports its current value. Further reading: https://www.lynal ... Show More

50m 55s

May 2021

54. Bitcoin and the Global Economy with Lyn Alden

<p>In this podcast Saifedean and Lyn discuss Bitcoin and trends taking place in the macroeconomy. Lyn starts by giving her view on the investment case for Bitcoin, PlanB’s Stock to Flow model, and whether Bitcoin can be characterized as a Ponzi scheme. They then move on to discus ... Show More

1h 43m

Apr 2023

Prof G Markets: Liquidity and Portfolio Management in an Inflationary Decade — With Lyn Alden

This week on Prof G Markets, Scott speaks with Lyn Alden, an independent analyst and full time investor, about banking regulations, the promises of borderless bitcoin technology, and her three pillar investment strategy. They also discuss the productivity gains of AI, opportuniti ... Show More

40m 36s

Sep 2021

America’s Debt Cycle, Bitcoin, and Bubbles — with Lyn Alden

Lyn Alden, a full-time investor and independent analyst, joins Scott to discuss the symptoms of an economic bubble and America’s debt cycle. Lyn also explains why she’s bullish on Bitcoin and shares her investment strategy, including why she’s paying attention to the Russian equi ... Show More

49m 5s

Jul 2022

MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More

<p>MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, th ... Show More

1h 25m

Jul 2023

MacroVoices #386 Lyn Alden: Energy, Inflation & much more

<p>MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. <a href='https://bit.ly/3OyuKaI ... Show More

1h 2m

Mar 2025

Searching For Value Outside the U.S. — ft. Lyn Alden

Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Broken Money, returns to the show to break down the latest stock market correction, ... Show More

56m 50s

Sep 2024

What the 2024 Rate Cutting Cycle Could Mean For Investors — ft. Lyn Alden

Scott and Ed open the show by discussing a judge’s decision to allow bets on Congressional elections, Apple’s newest iPhone, and the fight to change the dual-class share structure at News Corp. Then Lyn Alden, independent analyst and author of “Broken Money,” joins the show to di ... Show More

52m 49s