Robinhood Investment Chief: 6 stocks to BUY as the bull market ACCELERATES!

<p>Steph Guild is the chief investment officer for Robinhood, where she runs Robinhood Strategies, an actively managed portfolio strategy at the firm. She joins Phil Rosen on stage at HOOD Summit in Houston for a live taping of Full Signal to discuss her highest-conviction ideas, what stocks are inside Robinhood&#39;s portfolio right now, risks in the bond market, healthcare and defense stocks, and why double-digit earnings growth may not last.</p><p><br></p><p>This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/</p><p><br></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br></p><p>TIMESTAMPS:</p><p><br></p><p>0:00 - Stocks at record highs</p><p>1:38 - Energy as a hedge</p><p>2:32 - Midterms and 4-year cycle</p><p>3:45 - Market breadth narrowing</p><p>5:06 - Earnings expectations bubble?</p><p>7:29 - 10-year yield at 5.2%</p><p>10:35 - Stocks vs. bonds</p><p>11:28 - AI capex vs. economic growth</p><p>12:45 - Torpedoes vs. resets</p><p>14:35 - Software and consumer divide</p><p>15:46 - Energy stock picks</p><p>17:29 - Healthcare, Shopify, Eli Lilly</p><p>18:54 - Defense sector </p><p>20:37 - How Robinhood Strategies evolved</p><p>23:31 - AI bubble risks</p><p>26:19 - Cybersecurity stocks</p><p>27:18 - Stocks to avoid</p><p>29:06 - What we could be wrong about</p><p>31:24 - Follow Steph</p><p><br></p><p>#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>