Uploaded October 2025 | Updated September 2026, 2 weeks ago
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss market speculation, from the recent sputtering in the gold rally to what to expect from this week's Federal Reserve meeting. Next, Apple is reporting earnings this week, but the company saw a bump after a research report was released saying the company saw strong sales with its latest iPhone.
Later, Robinhood has come a long way since the meme stock mania, entering the S&P 500 company earlier this year and knocking on the door of being the largest publicly traded brokerage company. Christian Bolu, a senior analyst at Autonomous Research, joins Telis to dig into how Robinhood has transformed, how it stacks up to its competitors such as Interactive Brokers, Charles Schwab, Polymarket and even sports betting company FanDuel, and how much more runway the platform has to grow.
Chapters:
00:00 Is speculation driving markets?
00:24 Gold rally loses steam
01:46 What's really driving gold? De-dollarization vs. Speculation
04:35 What to expect from the Federal Reserve this week
05:09 Apple's surge & big tech earnings
06:27 Is Robinhood a bellwether for the retail investor?
08:20 Is Robinhood just a "bubbly" stock?
09:35 The real growth story is assets, not just users
10:57 How Robinhood's high profit model works
11:55 A small fish in a $70 trillion pond
13:37 Is the stock pricing in perfection?
15:42 The $300+ bull case scenario for Robinhood
17:42 The untapped potential of prediction markets
19:18 What to watch in Robinhood's upcoming earnings
20:50 Final Question: Is This the Peak for Robinhood?
This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.
Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.
#WSJ #Robinhood #MemeStocks
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss market speculation, from the recent sputtering in the gold rally to what to expect from this week's Federal Reserve meeting. Next, Apple is reporting earnings this week, but the company saw a bump after a research report was released saying the company saw strong sales with its latest iPhone.
Later, Robinhood has come a long way since the meme stock mania, entering the S&P 500 company earlier this year and knocking on the door of being the largest publicly traded brokerage company. Christian Bolu, a senior analyst at Autonomous Research, joins Telis to dig into how Robinhood has transformed, how it stacks up to its competitors such as Interactive Brokers, Charles Schwab, Polymarket and even sports betting company FanDuel, and how much more runway the platform has to grow.
Chapters:
00:00 Is speculation driving markets?
00:24 Gold rally loses steam
01:46 What's really driving gold? De-dollarization vs. Speculation
04:35 What to expect from the Federal Reserve this week
05:09 Apple's surge & big tech earnings
06:27 Is Robinhood a bellwether for the retail investor?
08:20 Is Robinhood just a "bubbly" stock?
09:35 The real growth story is assets, not just users
10:57 How Robinhood's high profit model works
11:55 A small fish in a $70 trillion pond
13:37 Is the stock pricing in perfection?
15:42 The $300+ bull case scenario for Robinhood
17:42 The untapped potential of prediction markets
19:18 What to watch in Robinhood's upcoming earnings
20:50 Final Question: Is This the Peak for Robinhood?
This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.
Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.
#WSJ #Robinhood #MemeStocks
