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We Study Billionaires - The Investor’s Podcast Network

TIP405: The Future of Fintech w/ Ryan Caldbeck

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 17 December 2021

⏱️ 60 minutes

🧾️ Download transcript

Summary

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

  • Ryan Caldbeck's Website.
  • Ryan Caldbeck's Twitter.
  • Trey Lockerbie's Twitter.
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
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Transcript

Click on a timestamp to play from that location

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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