TIP405: The Future of Fintech w/ Ryan Caldbeck

[We Study Billionaires - The Investor’s Podcast]

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
• Meyka
• NDTCO
• Fundrise
• iFlex Stretch Studios
• Public
• NerdWallet
• American Express
• Shopify
• NetSuite

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