Investment Terms and Financial Innovation

This chapter explores the crucial role of investment terms over mere pricing, influenced by insights from notable investors like Warren Buffett. It also discusses the evolving financial technology landscape, including Bitcoin's impact on retirement savings and new platforms facilitating real estate investment.

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Episode notes

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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