Trends with Benefits #142: Robinhood’s Approach to Reaching Next-Gen Investors

Key Takeaways

• Next-gen investors are more self-reliant, informed and are deeply engaged in digital platforms.
• Social media plays a crucial role in modern investing, affecting how advisors reach their clients.
• Access to financial education early on for younger generations is key to closing the wealth gap.

In this episode of Trends with Benefits, Ed Lopez sits down with Steph Guild, CIO and Director of Investment Strategy at Robinhood. Fresh off Robinhood’s addition to the S&P 500, Steph discusses the company’s mission to democratize finance through transparency and technology and its growing appeal across generations. She shares her take on the rise of AI and how it’s reshaping investing, the power of social sentiment, and why younger investors are more hands-on and empowered than ever.

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Robinhood’s Approach to Reaching Next-Gen Investors

Show Notes:

02:35 Understanding the Next Generation of Investors

04:50 The Role of Social Media in Modern Investing

06:24 Robinhood's Unique Investment Strategy

26:28 Market Participation and Small Caps

30:08 The Reality of AI in Investing

32:35 Real Estate Trends and Opportunities

35:25 Robinhood's Mission and Strategy

38:56 Long-Term Trends in Investing

41:43 Trend or Fad

Trend or Fad

Listen for Steph’s take on continuation funds, dollar weakness, Dubai chocolate, and catalyst EMS suit.

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