RiskReversal Pod From Meme Stocks to Event Contracts: What's In Store For $HOOD in 2026 with Steph Guild & Steve Quirk
Dec 29, 2025
Steph Guild, Chief Investment Officer at Robinhood, shares her cautious market outlook for 2026, focusing on diversification and tech sector growth. She also highlights the potential of value stocks like Gap and Lululemon amid affordability themes. Joining her is Steve Quirk, Chief Brokerage Officer, who discusses Robinhood's latest offerings, including prediction markets and AI tools for improved trading strategies. Together, they explore how these innovations meet growing customer demand and enhance community engagement among investors.
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Broader Market, Not Mega-Cap Led
- For 2026 Steph forecasts a tempered S&P rise to 7,300 driven by broader, smaller-cap gains rather than mega-cap dominance.
- She expects value and consumer affordability themes to reassert while big hyperscalers lose some tailwind.
Position For A Steep Yield Curve
- Expect a steep yield curve if the Fed cuts short-term rates while long-term rates stay elevated due to fiscal deficits.
- Use sectors like regional banks to express views on curve steepening and benefit from net interest spread dynamics.
Retail Crypto Behavior On Robinhood
- Retail Robinhood users show steady crypto interest, with Bitcoin leading and Ethereum and Ripple fighting for second.
- Robinhood strategies didn't add crypto to model portfolios in 2025 because of volatility and late entry timing.