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Stephanie Guild
Robinhood (CIO)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Asked where a summer surprise could come from. She cites drawn-down global reserves and a coming rebuild cycle; earlier: 'oil prices are still high and I actually think we'll go higher' @1:28, and 'we have an allocation to energy in our portfolios as a hedge' @22:14.
“I think the thing that I struggle with is that like it seems to be hiding in plain sight Which is the fact that I think it's a rational Thing that oil could get to 150 160”
WTI crude since this was said: ▼ -8.4% · 90.03 → 82.49 · as of 2026-07-17
Opening market take: 'I don't think there's anything fundamentally broken in the market' @1:17, though rates are higher, Middle East conflict continues and oil is high. She expects 'periods of consolidation before you can continue to ramp from here' @2:19 because physical buildout lags the agentic world.
“So you do have headwinds, but I I still think the fundamental story of a I and The margin expansion that we can eventually get from it productivity gains that we can get from it are true”
Nasdaq since this was said: ▲ +1.4% · 25,170 → 25,520 · as of 2026-07-17
Asked whether Mag 7 stocks should be the source of funds for buying SpaceX/OpenAI/Anthropic IPOs. She adds 'Index investing itself is a little bit backward-looking' @18:19 and calls Mag 7 'a natural place to make room' @18:34. Separately she worries about equity supply: hyperscalers shifting from buybacks to issuance 'the market hasn't been trained on that' @17:43 (sic 5:43).
“My personal take is that they should be I think these are companies that you know They're they're large, but they're not necessarily where the future is”
Asked how a Fed chair Kevin Warsh would respond to $150-160 oil. She invokes Arthur Burns in the 1970s who 'actively did nothing' on supply-side inflation @25:04 and notes 'the Fed is better at controlling demand side inflation not supply side inflation' @25:10.
“definitely don't want to raise rates I think they want to try not to but they might have to”
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