Get ready to take a flamethrower to the official narrative and learn what the elites don't want you to know.

You're listening to The Tom Woods Show.

Hey everybody, Tom Woods here. It's episode 2736 of the Tom Wood Show.

We have the great Kevin Duffy back with us once again.

Kevin is a principal at Baring Asset Management, which you helped found, I presume, or you did found.

Yes, with Bill Wagner in 2002.

2002, yeah, it's been longer than that. And he writes the coffee can portfolio,

which you can read every month, I think. It comes out roughly every two or three months.

Every two or three months. Okay. I was just reading the current issue. There's definitely

plenty to talk about in it. Kevin's one of the good guys in terms of,

you know, you're going to agree with them on the way the world works, but those people are a dime

a dozen. We can find a lot of people who have the correct opinions on the world, but we're not

going to find quite as many who have their finger on the proper pulse of what's really going on

in terms of your money and what you ought to do with

it and what's sound and what's unsound and what's a bubble and what's real and Kevin's really good

on that stuff. And heaven knows we have plenty to talk about in that area. But let me start off with

this, even though I want to talk about AI and these various companies and whether this is all viable

or not, but I was looking through your newsletter. I was looking through your portfolio,

and I wonder what your opinion of Bitcoin is and if it deserves a spot in somebody's portfolio.

Wow, you hit me with the tough ones right off the back.

Right off the bat because I was looking for it.

Maybe it was I going too fast or did I not see it?

...