Chief Investment Officer at @robinhoodapp, mom (to kids and a dog), and New Yorker. Views are my own, not a recommendation and subject to change.
New York, USA
Joined February 2024
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The era of pure passive investing is over.
Not because indexing stopped working, but because the market structure that powered it is changing.
I shared my thoughts in a new Reuters Open Interest piece on why sticky rates, changing demographics, and new capital cycles makes stock selection more important in the years ahead.
🔗 reuters.com/commentary/reute…
Investing involves risk. Comments provided for informational purposes only and should not be considered investment advice or an indicator of future results. Portfolio management offered by Robinhood Asset Management, LLC (“Robinhood Strategies”), an SEC-registered investment advisor. Brokerage services offered through Robinhood Financial LLC, a registered broker-dealer (member SIPC).
Retail investors were buying the AI dip, but not every opportunity carries the same risk. Talked with @SullyCNBC and @KellyCNBC on @PowerLunch about where investors are finding opportunities, the future of 24-hour trading, and what's next for AI.
cnbc.com/video/2026/10/19/in…
Investing involves risk and loss of principal is possible. Comments provided and securities mentioned are for informational purposes only and should not be considered investment advice, recommendations or an indicator of future results. Robinhood Financial LLC ('RHF') (member SIPC), is a registered broker dealer. Robinhood Securities, LLC ('RHS') (member SIPC), is a registered broker dealer and provides brokerage clearing services. RHF and RHS are separate but affiliated entities.
The bond market has been chirping like that late-night smoke detector, while stocks stay quiet on the surface. With Q3 earnings around the corner, will equity volatility catch up to bonds or will bonds calm? We broke down what to look for in some key sectors during earnings season.
robinhood.com/us/en/learn/we…
I got to sit down with @PhilRosen at our own HoodSummit to talk about all the things that are top of mind; AI risk, bonds, and how we’re positioned in our Robinhood Strategies portfolios. 👇
Investing involves risk and loss of principal is possible. Comments provided and securities mentioned are for informational purposes only and should not be considered investment advice, recommendations or an indicator of future results. Portfolio management offered by Robinhood Asset Management, LLC (“Robinhood Strategies”), an SEC-registered investment advisor.
I took the stage at HOOD Summit with @RobinhoodApp chief investment officer @StephGuildNYC to unpack the stocks inside the firm's active portfolio.
- 6 specific names $HOOD owns now
- Bullish midterm seasonality
- Hedging AI bubble risks
New live recording of FULL SIGNAL👇
0:00 - Stocks at record highs
1:38 - Energy as a hedge
2:32 - Midterms and 4-year cycle
3:45 - Market breadth narrowing
5:06 - Earnings expectations bubble?
7:29 - 10-year yield at 5.2%
10:35 - Stocks vs. bonds
11:28 - AI capex vs. economic growth
14:35 - Software -consumer divide
15:46 - Energy stock picks
18:54 - Defense sector
20:37 - Robinhood Strategies
23:31 - AI bubble risks
26:19 - Cybersecurity stocks
27:18 - Stocks to avoid
29:06 - What we could be wrong about
31:24 - Follow Steph
Stephanie Guild, CFA retweeted
The best portfolio is the one you don't need to think about often.
Smart Income, from Robinhood Strategies, is fully managed and income-focused, with no penalty to step away.
rbnhd.co/StrategiesSmartInco…
Time in the market is powerful, and now, more children can start investing early — this is a real head start on the American dream.
More than 60 million children now have Trump Accounts waiting for them, with auto-enrollment paving the way for broad ownership of our economy.
Giving kids a diversified stake this early lets compounding do the work for decades, building financial confidence long before their first paycheck.
Millions of children have already enrolled in Trump Accounts. With automatic enrollment, over 60 million more eligible children now have an account ready to be claimed.
This is a transformative milestone in the Trump Administration's effort to give every American child the opportunity to build generational wealth and jump-start their financial future.
home.treasury.gov/news/press…
Just wrapped two days at HOOD Summit '26. Two days of new products in customers' hands, real-time feedback, and talking shop across trading and markets. The real highlight, every year, is the time with our customers.
For more information, check out the blog rbnhd.co/HS26
Tonight at HOOD Summit, we announced our most ambitious active trader product lineup so far - Robinhood Agents, 24/7 trading, perpetual futures, earnings contracts, and more.
Robinhood Presents: Engines of Creation xitter.cf/i/broadcasts/1oKMvvPMR…
For more information, check out the blog: robinhood.com/us/en/newsroom…
Stephanie Guild, CFA retweeted
📅 The Great Crypto Convergence: Where AI, Energy & Bitcoin Mining Collide
Bitcoin miners are becoming part of a much bigger story around AI, power, and data center infrastructure.
Robinhood CIO @StephGuildNYC joins @VanEck_US’s Matthew Sigel and Sherwood Media’s Walter Hickey to explore where these markets are starting to converge—and what investors should be watching.
Only on stage at HOOD Summit '26 on September 29.
Stephanie Guild, CFA retweeted
📅 Beyond the Builders: Investing in the Full AI Economy
The AI investment story is expanding well beyond models and chips.
@RiskReversal's Guy Adami joins Robinhood CIO @StephGuildNYC, BlackRock’s Jay Jacobs, and @iShares' Ashley Doll to explore the broader AI ecosystem—from software and semiconductors to data centers and power infrastructure. They’ll discuss how these pieces fit together, where potential bottlenecks could emerge, and how ETFs can offer different ways to access the evolving AI economy.
Only on stage at HOOD Summit on September 30.
The tools and market access that used to sit behind institutional walls are now widely available - and the pace of change is only accelerating.
HOOD Summit: Engines of Creation is where that conversation is happening. Sept 29–30, live from Houston: robinhood.com/us/en/campaign…
Where am I most worried when it comes to hindering AI growth right now?
Cybersecurity. That's the trade I'm watching, in either direction.
Full take on Bloomberg Open Interest today: bloomberg.com/news/videos/20…
Investing involves risk and loss of principal is possible. Comments provided and securities mentioned are for informational purposes only and should not be considered investment advice, recommendations or an indicator of future results. Portfolio management offered by Robinhood Asset Management, LLC (“Robinhood Strategies”), an SEC-registered investment advisor. Brokerage services offered through Robinhood Financial LLC, a registered broker-dealer (member SIPC).
A pattern I see constantly: people holding cash in savings or a sweep, looking at a rate that can’t keep up with inflation, unsure what the alternative even is.
Smart Income from Robinhood Strategies is live for individual accounts on iOS, Android, and Web. rbnhd.co/StrategiesSmartInco…
Comparisons to other investment types for illustrative purposes only. Smart Income portfolios are not FDIC-insured and carry risk of loss of principal. All investing involves risk, past performance does not guarantee future results. Diversification does not ensure a profit or protection against loss. Robinhood Asset Management, LLC, (dba Robinhood Strategies) is an SEC-registered investment advisor. Robinhood Strategies charges an annual management fee of 0.25% on the net portfolio value of each managed account. Eligible Robinhood Gold subscribers ($5/month) pay no management fees on the portion of their managed account net portfolio value that exceeds $100,000, thereby limiting the annual management fee to $250.