Podcast: Bitcoin, Inflation and the Future of Investing

Co-founder of Kinetics Mutual Funds Peter Doyle says bitcoin is “probably the greatest risk-reward asset that I’ve seen in my entire life.”

article-image
share

On this episode of Blockworks’ podcast “On the Margin,” co-founder Michael Ippolito sits down with Peter Doyle, Managing Director and co-founder of Kinetics Mutual Funds. Peter weighs in on negative real returns for bonds, navigating the risk of secular inflation and how bitcoin could benefit society longterm.

According to Peter, bitcoin is a verifiable digital scarcity with a high demand and a limited supply. “And as a result of that, the value of a single bitcoin has the potential to go up exponentially from here. It’s probably the greatest risk-reward asset that I’ve seen in my entire life,” he said.

Mike and Peter discuss a wide range of topics including bailout for equity shareholders, investing in an inflationary environment and bitcoin from an institutional perspective.

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts. Episodes go live every Wednesday.

Subscribe to “On the Margin” today on Apple or Spotify, or watch episodes on YouTube.

Tags

Upcoming Events

Brooklyn, NY

SUN - MON, JUN. 22 - 23, 2025

Blockworks and Cracked Labs are teaming up for the third installment of the Permissionless Hackathon, happening June 22–23, 2025 in Brooklyn, NY. This is a 36-hour IRL builder sprint where developers, designers, and creatives ship real projects solving real problems across […]

Industry City | Brooklyn, NY

TUES - THURS, JUNE 24 - 26, 2025

Permissionless IV serves as the definitive gathering for crypto’s technical founders, developers, and builders to come together and create the future.If you’re ready to shape the future of crypto, Permissionless IV is where it happens.

Old Billingsgate

Mon - Wed, October 13 - 15, 2025

Blockworks’ Digital Asset Summit (DAS) will feature conversations between the builders, allocators, and legislators who will shape the trajectory of the digital asset ecosystem in the US and abroad.

recent research

Research

article-image

In 2014, Microsoft virus scanners were detecting viruses in Bitcoin software

article-image

Ledn’s Mauricio Di Bartolomeo explained how this cycle’s been different for the lender

article-image

The shorts looking for funding range from charming animated series to gritty live-action dramas

article-image

Money, it turns out, is emergent, like consciousness

article-image

Bridge flows churn in both directions as risk appetite returns