Dear subscriber,
Robinhood (HOOD) knocked it out of the park last night. The company beat expectations with earnings of $0.61 per share and record revenue of $1.27 billion, topping Wall Street’s forecast.
Robinhood Markets, Inc. (HOOD)
Growth came from crypto and options trading - two areas that continue to attract younger, active investors. But here’s the real takeaway: Robinhood’s platform is evolving fast… and it’s about to change how we all invest.
CEO Vlad Tenev laid out a bold plan to make over half of the company’s revenue come from outside the U.S. within the next decade.
That means Robinhood isn’t just a U.S. trading app anymore - it’s becoming a global financial platform offering trading, banking, crypto, automated portfolios… and something new: prediction markets.
The Rise of Prediction Markets
Prediction markets - also known as “event contracts” - let investors trade on real-world outcomes. Think of them as yes/no markets for big questions like:
Will inflation rise next month?
Will the U.S. win gold in the Olympics?
Will interest rates go up or down?
These aren’t gimmicks.
They’re powerful data-driven markets that help quantify the probabilities of future events - and they’re starting to attract serious capital. Barron’s reports that Robinhood and others like Webull are adding hundreds of these tradable outcomes, with forecasts calling for explosive growth over the next decade.
In short: prediction markets are going mainstream, and Robinhood is leading the charge.
The Next Commodity Supercycle
This Friday, November 7th, I’m hosting a live event to unveil a massive opportunity being fueled by the explosive growth of AI, next generation defense, electric vehicles, and clean energy technologies.
During the event, I’ll reveal how our Rare Earth Portfolio is designed to help investors get in early on what could become one of the most significant wealth-building opportunities of the decade.
Why This Matters
This shift could make investing more interactive - and more profitable. Instead of just buying stocks or crypto, investors can now take positions on key events shaping those markets.
Imagine being able to trade your outlook on the next Fed move, the 2026 election, or next quarter’s GDP report - all inside one app.
Regulation is still catching up, but momentum is on Robinhood’s side. The company is already exploring acquisitions in the space and building the infrastructure to integrate prediction trading directly into its platform.
That’s how new markets are born.
McCall’s Take
Robinhood’s quarter shows exactly why it’s a core holding in our Select Portfolio 2025, where the stock is now up more than 280% since inclusion. The full 12-stock portfolio is performing nearly four times better than the S&P 500 this year - proof that betting on innovation pays.
The bottom line: prediction markets could become the “options of the 2030s.”
They’re fast, data-driven, and open the door for everyday investors to profit from what they think will happen - not just what’s already priced in.
And Robinhood and some of its peers are building the platforms to make that future a reality.
Here’s the the future,
Matt McCall
Editor, Market Insights
