6 Comments
Oct 29, 2020Liked by Jake Singer

Jake! miss you bud. Great stuff! Consider whatever consumers loose through PFOF they probably gained considerably more from free trades! Also, on a macro level, inequality is caused/enhanced by the difference between the (historical) return on capital and labor. Robinhood made it cool to invest, god bless them. Now, more people will have capital gains. In the long run, Robinhood is a hero.

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Definitely seems like a net negative outcome for new investors. Maybe they can figure out how to create that dopamine rush from saving pennies, saving on fees, and squirreling them away in a set-it-and-forget it fund that's more likely to actually build wealth?

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Ha! I love this idea. At first it seems like a mismatch — the whole idea of long-term investing is slow and steady wins the race. The dopamine rush relies on short-term wins to hook people. I wonder how you could do it. I know I personally would get a dopamine rush if someone showed me the long-term forecast value of my overall portfolio (and how it changes if I up my monthly contribution by $X).

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Sep 29, 2020Liked by Jake Singer

Hi Jake - I love the flywheel initiative! As a Robinhood early user, I'd describe the flywheel as around the axis of Low friction Trading --> Trade --> More Trades. What got me hooked initially was how fast and easy was it to make the first few trades, leading to more confidence in the app that led to more activity and so forth.

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Thanks Guy! 100% agree, this is how Robinhood has gotten people obsessed with trading. It’s just so easy to get started..and they add some sneaky/fun things to make you want to do more and more of it!

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love this so much... Thanks for the analysis. You earned a subscribe.

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