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

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

Judge Analisa Torres said the parties have not demonstrated that vacating her prior ruling is in the best interest of the public

article-image

Prediction markets have found a mainstream fit

article-image

Money for enemies isn’t fun, but crypto can be

article-image

Onchain SOL perps wiped $31 million, outpacing CEX volumes two days in a row

article-image

Fed Chair Jerome Powell told Senators Wednesday that the timeline on lowering interest rates is up in the air

article-image

Credit infrastructure DeFi protocol Grove makes allocation into a CLO segment “ripe for movement into DeFi”