TIP405: The Future of Fintech w/ Ryan Caldbeck

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 17 December 2021

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. 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Transcript

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0:00.0	You're listening to TIP.
0:30.0	You're listening to TIP.
1:00.0	Ryan called back.
1:02.0	You're listening to the Investors podcast.
1:08.0	Where we study the financial markets and read the books that influence self-made billionaires the most.
1:13.0	We keep you informed and prepared for the unexpected.
1:17.0	Welcome to the Investors podcast. I'm your host, Tray Lockerby.
1:28.0	And today I'm super excited to have with me Ryan called back on the show Ryan.
1:33.0	Welcome. Thanks for coming on.
1:35.0	Thank you for having me.
1:36.0	I am very excited about our discussion today which is going to involve a lot of talk around not only your background and how you funded circle up but crowd funding in general.
1:46.0	And where this is all going that's such an interesting space.
1:50.0	And you have such a great background.
1:52.0	So I wanted to kind of start there and learn a little bit about how you got your start.
1:57.0	What led you to founding circle up and how you got to where you are today.
2:01.0	So I am from Vermont originally.
2:04.0	I drove there went to college, done at Duke.
2:06.0	At a college went into consulting at BCG.
2:09.0	And then business school is hammered.
2:11.0	And then business school is hammered. And in business school it's a great opportunity to explore what you want to do.
2:18.0	And I did not do that business school.
2:21.0	I went into business school with a mission which is to get into growth equity.
	...

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