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"That could have been one of the greatest pure alpha pair trades I've ever seen. If you had put this trade on in '23, I want to be long Robin Hood, short Schwab. Holy cow, if this touches one, go the other way."
The speaker outlines an actionable pair trade based on the converging market caps of Robinhood and Charles Schwab. He notes that Schwab's market cap has compressed from as high as 22.5 times the size of Robinhood's to just 1.3 times, suggesting a potential reversion. The recommendation is to establish a long position in Robinhood (ticker HOOD) and a short position in Schwab (ticker SCHW) as the ratio normalizes further.
Sentiment
