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Robinhood Ventures: Retail Access to SpaceX… or a Fee Trap?
Welcome back to The Howard Lindzon Show with Michele Steele.
This week: Stocktwits is rolling out major upgrades — overnight pricing, lightning-fast earnings summaries powered by AI, and a revamped earnings stream built for the “markets never sleep” era. Howard explains why streaming is the future of how investors follow tickers, earnings calls, and sentiment in real time.
Then we hit the Degenerate Economy Index: CBOE breaks out to new highs, the VIX climbs, and prediction markets keep expanding as regulators step into the ring. Howard lays out why CBOE is the “global YOLO bookie” — an arms dealer to traders everywhere — and why sports betting incumbents like DraftKings and Flutter may be “the thing before the thing” in a world moving toward always-on markets and better UI.
We also dig into Robinhood Ventures (a closed-end fund aimed at giving retail investors exposure to late-stage private names), why it’s great business for Robinhood, and why it may not be the “revolution” some investors think it is. Finally, we break down the massive IGV vs QQQ divergence, why software is getting repriced violently, and why consumer staples suddenly look like your grandpa’s market… at 1998-style valuations.
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
#Stocktwits #Investing #Markets #PredictionMarkets #Robinhood #OptionsTrading #SoftwareStocks #CBOE #howardlindzonshow
Chapters
00:00 Intro: Howard’s “hip corner” and podcast setup
00:33 Stocktwits upgrades: overnight pricing, earnings stream, AI overviews
02:13 Why Stocktwits watchlists are built for real-time investors
03:12 The power of the earnings stream: summaries + sentiment fast
04:14 Streaming is the present (and future) of markets
05:23 Degenerate Economy Index: CBOE breakout and what it signals
06:06 CBOE as the “global YOLO bookie” bellwether
08:29 Prediction markets regulatory momentum and what’s next
09:54 DraftKings and Flutter as “the thing before the thing”
12:35 QVC, distribution, and why UI wins over time
15:49 Robinhood Ventures: retail access to private companies
16:54 Howard’s “thing before the thing” moment with pre-IPO liquidity
20:01 Buyer beware: fees, pricing, and why good investors may pass
25:14 IGV vs QQQ: the “expensive divorce” in software
26:05 Is software “done” — or is this the screaming phase?
30:06 Consumer staples: flight to safety and 1998-like valuations
33:13 Hot dog alpha: Chicago dog vs ketchup debate
34:52 Wrap
View all episodes
By StocktwitsWelcome back to The Howard Lindzon Show with Michele Steele.
This week: Stocktwits is rolling out major upgrades — overnight pricing, lightning-fast earnings summaries powered by AI, and a revamped earnings stream built for the “markets never sleep” era. Howard explains why streaming is the future of how investors follow tickers, earnings calls, and sentiment in real time.
Then we hit the Degenerate Economy Index: CBOE breaks out to new highs, the VIX climbs, and prediction markets keep expanding as regulators step into the ring. Howard lays out why CBOE is the “global YOLO bookie” — an arms dealer to traders everywhere — and why sports betting incumbents like DraftKings and Flutter may be “the thing before the thing” in a world moving toward always-on markets and better UI.
We also dig into Robinhood Ventures (a closed-end fund aimed at giving retail investors exposure to late-stage private names), why it’s great business for Robinhood, and why it may not be the “revolution” some investors think it is. Finally, we break down the massive IGV vs QQQ divergence, why software is getting repriced violently, and why consumer staples suddenly look like your grandpa’s market… at 1998-style valuations.
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
#Stocktwits #Investing #Markets #PredictionMarkets #Robinhood #OptionsTrading #SoftwareStocks #CBOE #howardlindzonshow
Chapters
00:00 Intro: Howard’s “hip corner” and podcast setup
00:33 Stocktwits upgrades: overnight pricing, earnings stream, AI overviews
02:13 Why Stocktwits watchlists are built for real-time investors
03:12 The power of the earnings stream: summaries + sentiment fast
04:14 Streaming is the present (and future) of markets
05:23 Degenerate Economy Index: CBOE breakout and what it signals
06:06 CBOE as the “global YOLO bookie” bellwether
08:29 Prediction markets regulatory momentum and what’s next
09:54 DraftKings and Flutter as “the thing before the thing”
12:35 QVC, distribution, and why UI wins over time
15:49 Robinhood Ventures: retail access to private companies
16:54 Howard’s “thing before the thing” moment with pre-IPO liquidity
20:01 Buyer beware: fees, pricing, and why good investors may pass
25:14 IGV vs QQQ: the “expensive divorce” in software
26:05 Is software “done” — or is this the screaming phase?
30:06 Consumer staples: flight to safety and 1998-like valuations
33:13 Hot dog alpha: Chicago dog vs ketchup debate
34:52 Wrap