What Bitcoin Did, Released on 4/3/23

Lyn Alden is a macroeconomist and investment strategist. In this interview, we discuss the recent run of bank failures: the causes, the impacts on the banking sector, federal support and exposure, and the likelihood of continued stress in the system. We also discuss a coming decade of recurring inflation and the emergence of reserve currency competition in a multi-polar world.

00:00:00 Introduction
00:00:50 The liquidity problem & smaller banks
00:10:03 Banking regulations, narrow banks & bank strategy
00:21:09 Centralization of banking; shorting banks; reserve ratios; liquidity
00:34:03 A fiscal spiral & the decade of inflation
00:41:03 Risks to dollar hegemony in a multi-polar world
00:45:52 Chokepoint 2.0
00:50:36 Predictions on rate changes; Jerome Powell

Lyn Alden is the founder of Lyn Alden Investment Strategy. Lyn has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, with a focus on engineering economics and financial modeling. She worked as an electrical engineer at an aviation facility, and over the course of a decade worked her way up from being an intern to being the lead engineer and running the day-to-day operations and finances of the facility, before retiring early at age 33 with financial independence. Since then, Lyn has been a full-time investor and independent analyst.

  banking crisis, federal reserve, financial crisis, lyn alden