Fifth Era thesis. Generation "Connect". Charlie Munger.
About the episode
Matthew Le Merle is the Co-Founder of Fifth Era (family office) and Blockchain Co-Investors (fund of funds). How has society moved past just another technological phase of the industrial era, and how does value creation in businesses look different in the Fifth Era? What role does crypto play in this next revolution?
- Death of the corporate industrial era company model
- Generation “Connect” and investing in the Fifth Era
- Thoughts on Charlie Munger’s Bitcoin comments
- Escaping from embedded mental models
- The “optimum” investment portfolio and why it's outdated
- Why traditional financial institutions are not equipped to understand crypto