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The story behind the story

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Sources describe stories of young, inexperienced investors on Robinhood engaging in riskier trades at far higher volumes than customers of other brokerages

Its users buy and sell the riskiest financial products and do so more frequently than customers at other retail brokerage firms … Tweets: @fintechfrank , @gunjanjs , @stevekopack , @iamkoshiek , @nathanielpopper , @dealbook , @howardlindzon , @mdudas , @karissabe , @bluff_capital , @nytimes , @garrytan , @id4ro , @hkanji , @felixsalmon , @chafkin , @nathanielpopper , @nathanielpopper , and @kashhill Tweets: Frank Chaparro / @fintechfrank : Interesting deep dive by @nathanielpopper unpacks this question and a lot more. Robinhood Has Lured Young Traders, Sometimes With Devastating Results https://www.nytimes.com/... Gunjan Banerji / @gunjanjs : Wow... Some investors visited Robinhood's headquarters in person to confront staff about their losses. This year, the start-up installed bulletproof glass at the front entrance https://www.nytimes.com/... Steve Kopack / @stevekopack : “At the core of Robinhood's business is an incentive to encourage more trading... That's because it makes money through a complex practice...Robinhood got $18,955 from...trading firms for every dollar in the avg. customer account, while Schwab made $195” https://www.nytimes.com/... Koshiek Karan / @iamkoshiek : The house always wins. Less than 1% of day traders make abnormal positive returns (after fees). https://twitter.com/... Nathaniel Popper / @nathanielpopper : I see people saying that Mr. Dobatse should take responsibility for his losses rather than blaming Robinhood. They are missing the fact that he lost almost all of his portfolio — $860k — while RH's systems were out for two days, making it impossible for him to trade. https://twitter.com/... @dealbook : More than at any other retail brokerage firm, Robinhood's users trade the riskiest products and at the fastest pace. The more often small investors trade stocks, the worse their returns are likely to be. The returns are worse when options are involved. https://www.nytimes.com/... Very Frothy / @howardlindzon : I'll bite. This is a hit piece. I don't see any links in this piece to educational resources for all their ‘caring’.....Irresponsible 1999 TV brokerage advertising has been replaced by incredible design and user experience and sadly some horrible adult tragedies. https://twitter.com/... Mike Dudas / @mdudas : My god... “In the first three months of 2020, Robinhood users traded nine times as many shares as E-Trade customers, and 40 times as many shares as Charles Schwab customers, per dollar in the average customer account in the most recent quarter.” https://www.nytimes.com/... Karissa Bell / @karissabe : So many young people treat Robinhood like it's an online casino. Also there is *so much* dubious (at best) advice on TikTok, Reddit, etc. https://www.nytimes.com/... @bluff_capital : Robinhood Has Lured Young Traders, Sometimes With Devastating Results: Its users buy and sell the riskiest financial products and do so more frequently than customers at other retail brokerage firms, but their inexperience can lead to staggering losses. https://www.nytimes.com/... https://twitter.com/... @nytimes : As he kept losing money, Richard Dobatse took out 2 $30,000 home equity loans so he could buy and sell more speculative stocks and options, hoping to pay off his debts. His account value was over $1 million this year, but almost all of it has disappeared. https://www.nytimes.com/... https://twitter.com/... Garry Tan / @garrytan : Robinhood— robbin' exactly who, now? https://www.nytimes.com/... https://twitter.com/... Ishmael / @id4ro : The trading app Robinhood has convinced many inexperienced people to gamble on the stock market by gamifying it. People have lost huge sums and at least one person committed suicide as a result. The founders say their inspiration was Occupy Wall Street.🤔 https://www.nytimes.com/... Hussein Kanji / @hkanji : Taking advantage of dumb retail investors used to be outlawed https://www.nytimes.com/... Felix Salmon / @felixsalmon : These are two wildly different things, @nathanielpopper. How can you conflate them? https://www.nytimes.com/... https://twitter.com/... Max Chafkin / @chafkin : the rabbit hole effect, but for your life savings https://www.nytimes.com/... Nathaniel Popper / @nathanielpopper : NEW: Robinhood has become a Silicon Valley success with a mantra of “democratizing finance.” We used new data and analysis to look at what it looks like under the hood. The picture is one of unusually big risks and technology failures. https://www.nytimes.com/... Nathaniel Popper / @nathanielpopper : Beyond the personal stories + data, we look at the business model that incentivizes this, involving big payments from Wall Street firms. RH makes more from these payments than any other retail brokerage, relative to the size of its accounts. Read more: https://www.nytimes.com/... Kashmir Hill / @kashhill : The stock market is legalized gambling and it sounds like this app is making it feel even more like playing a slot machine. https://www.nytimes.com/...

New York Times Nathaniel Popper

Context & Ripple Effects

Nathaniel Popper's reporting puts hard numbers behind what Robinhood's critics had been arguing since the app's rise: its base of young, first-time investors trades the riskiest products at volumes no other retail brokerage sees, a behavior pattern the platform's own design encourages. A follow-up Margins deep dive traced the mechanism — Robinhood's revenue comes largely from Wall Street firms paying for order flow, which pays most when customers trade more, so algorithmic nudges push activity rather than restraint.

First-order effects

  • Robinhood faces immediate reputational and legal exposure on top of existing scrutiny — SEC and FINRA are already probing its March outage handling while FTC complaints ran three times rival levels in H1 2020 — and human costs like Dobatse's near-total loss during an outage are now central to the story rather than edge cases.

Second-order effects

  • Robinhood is forced into defensive product behavior it never advertised, including telling some users it may close out their positions to reduce account risk — throttling the very trading volume its order-flow revenue depends on — while incumbents like Schwab and E-Trade can position themselves as the responsible alternative for the same demographic.

Third-order effects

  • If the pattern holds, retail brokerage splits into two models: engagement-maximizing apps whose economics depend on frequent trading, and incumbent brokers whose pitch is safety — with the democratizing-finance promise increasingly contested by critics who argue frictionless access amplifies the wealth gap it was meant to close.

The trend: Retail brokerage is splitting between engagement-driven apps whose order-flow economics reward frequent trading and incumbents selling safety, with regulators probing whether gamified design constitutes an investor-protection failure.

Discussion

  • @fintechfrank Frank Chaparro on x
    Interesting deep dive by @nathanielpopper unpacks this question and a lot more. Robinhood Has Lured Young Traders, Sometimes With Devastating Results https://www.nytimes.com/...
  • @gunjanjs Gunjan Banerji on x
    Wow... Some investors visited Robinhood's headquarters in person to confront staff about their losses. This year, the start-up installed bulletproof glass at the front entrance https://www.nytimes.com/...
  • @stevekopack Steve Kopack on x
    “At the core of Robinhood's business is an incentive to encourage more trading... That's because it makes money through a complex practice...Robinhood got $18,955 from...trading firms for every dollar in the avg. customer account, while Schwab made $195” https://www.nytimes.com/.…
  • @iamkoshiek Koshiek Karan on x
    The house always wins. Less than 1% of day traders make abnormal positive returns (after fees). https://twitter.com/...
  • @nathanielpopper Nathaniel Popper on x
    I see people saying that Mr. Dobatse should take responsibility for his losses rather than blaming Robinhood. They are missing the fact that he lost almost all of his portfolio — $860k — while RH's systems were out for two days, making it impossible for him to trade. https://twit…
  • @dealbook @dealbook on x
    More than at any other retail brokerage firm, Robinhood's users trade the riskiest products and at the fastest pace. The more often small investors trade stocks, the worse their returns are likely to be. The returns are worse when options are involved. https://www.nytimes.com/...
  • @howardlindzon Very Frothy on x
    I'll bite. This is a hit piece. I don't see any links in this piece to educational resources for all their ‘caring’.....Irresponsible 1999 TV brokerage advertising has been replaced by incredible design and user experience and sadly some horrible adult tragedies. https://twitter.…
  • @mdudas Mike Dudas on x
    My god... “In the first three months of 2020, Robinhood users traded nine times as many shares as E-Trade customers, and 40 times as many shares as Charles Schwab customers, per dollar in the average customer account in the most recent quarter.” https://www.nytimes.com/...
  • @karissabe Karissa Bell on x
    So many young people treat Robinhood like it's an online casino. Also there is *so much* dubious (at best) advice on TikTok, Reddit, etc. https://www.nytimes.com/...
  • @bluff_capital @bluff_capital on x
    Robinhood Has Lured Young Traders, Sometimes With Devastating Results: Its users buy and sell the riskiest financial products and do so more frequently than customers at other retail brokerage firms, but their inexperience can lead to staggering losses. https://www.nytimes.com/..…
  • @nytimes @nytimes on x
    As he kept losing money, Richard Dobatse took out 2 $30,000 home equity loans so he could buy and sell more speculative stocks and options, hoping to pay off his debts. His account value was over $1 million this year, but almost all of it has disappeared. https://www.nytimes.com/…
  • @garrytan Garry Tan on x
    Robinhood— robbin' exactly who, now? https://www.nytimes.com/... https://twitter.com/...
  • @id4ro Ishmael on x
    The trading app Robinhood has convinced many inexperienced people to gamble on the stock market by gamifying it. People have lost huge sums and at least one person committed suicide as a result. The founders say their inspiration was Occupy Wall Street.🤔 https://www.nytimes.com/.…
  • @hkanji Hussein Kanji on x
    Taking advantage of dumb retail investors used to be outlawed https://www.nytimes.com/...
  • @felixsalmon Felix Salmon on x
    These are two wildly different things, @nathanielpopper. How can you conflate them? https://www.nytimes.com/... https://twitter.com/...
  • @chafkin Max Chafkin on x
    the rabbit hole effect, but for your life savings https://www.nytimes.com/...
  • @nathanielpopper Nathaniel Popper on x
    NEW: Robinhood has become a Silicon Valley success with a mantra of “democratizing finance.” We used new data and analysis to look at what it looks like under the hood. The picture is one of unusually big risks and technology failures. https://www.nytimes.com/...
  • @nathanielpopper Nathaniel Popper on x
    Beyond the personal stories + data, we look at the business model that incentivizes this, involving big payments from Wall Street firms. RH makes more from these payments than any other retail brokerage, relative to the size of its accounts. Read more: https://www.nytimes.com/...
  • @kashhill Kashmir Hill on x
    The stock market is legalized gambling and it sounds like this app is making it feel even more like playing a slot machine. https://www.nytimes.com/...