TIP405: The Future of Fintech w/ Ryan Caldbeck

We Study Billionaires - The Investor’s Podcast Network

17-12-2021 • 56 mins

Trey Lockerbie explores some interesting topics around fintech, entrepreneurship, and the pitfalls of crowdfunding with Ryan Caldbeck. Ryan is the founder and Chairman of CircleUp, a platform that set out to democratize investing, but ultimately pivoted away to a different model. They discuss why.  IN THIS EPISODE, YOU’LL LEARN: 2:39 - Insights into building your own board, team, and cap table. 4:27 - The traditional path and alluring appeal of becoming an institutional investor, but also what it lacks. 8:58 - Leadership techniques Ryan learned from Coach K, the famous basketball coach at Duke University, while he was on the basketball team. 22:38 - The hidden misalignments of incentives in the crowdfunding space. 26:33 - How investors can protect themselves while considering crowdfunding deals. 58:40 - The future of fintech and web3. And a whole lot more. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Ryan Caldbeck's Website. Ryan Caldbeck's Twitter. Trey Lockerbie's Twitter. SPONSORS Support our free podcast by supporting our sponsors: River Toyota TurboTax Fidelity Monarch Money Meyka Simon & Schuster CI Financial Vacasa Long Angle Fundrise iFlex Stretch Studios American Express Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm