Tim Stenovec

Dan, come back soon, especially before you leave in the summer.

Dan, thank you.

It's pretty remarkable.

A decade in a year.

That was BlackRock's Ursula Marchionne, head of investment portfolio solutions for EMEA.

Let's get to the trade and today's trade and what she's seeing on the Robinhood platform.

Stephanie Guild is with us, chief investment officer at Robinhood Markets.

Did that resonate with what you're seeing on the Robinhood platform or is that completely different than what you're seeing on the platform?

Why do you think that is?

Maybe they've only seen U.S.

equities outperform, right?

That's not the world that you lived in for much of what you've done.

But that's what you've seen in the last- Thanks to an NVIDIA investment.

Was that because of the Alex Honnold stunt over the weekend, just 30 seconds?

might be um i you know obviously there's a lot of drama with netflix right now yeah there is uh you know it's been it's been beat up ever since the announcement that they're going after warner brothers discoveries assets so investors don't love it but they keep uh they keep steady when hey we want those assets and we'll pay for they still have a solid business um underneath it it's pretty yeah that's a good point uh stephanie good good to see you as always appreciate your time come back soon come back soon love talking with her she is chief investment officer over at robin hood markets

So do you think, Cathy, that's not priced in yet to U.S.

equities?

Like have investors not realized that and therefore it's not priced in yet?

The productivity increase, the GDP growth that you are forecasting as a result of these disruptive technologies, to what extent is that the result of fewer people doing more?

My question is about job losses as a result of this technology, because if everything that investors are betting on when it comes to this AI revolution comes true, it means that companies aren't going to need as many people to do a lot more.