The link below is an interview with Anthony Pompliano, host of the Pomp Podcast, and our co-founder, Peter Doyle. Peter discusses, among other things, inflation beneficiaries, bitcoin and risks associated with passive index investing.
0:00 – Background of Peter Doyle, Horizon Kinetics, and the Firm’s Investment Thesis
3:44 – Value investing in the Current Macro Environment
7:10 – Hard Asset and Asset-Light Focus (Texas Pacific Land Trust)