Robinhood exec: tokenization and 24/7 trading will unlock global U.S. equity access.

Robinhood senior VP Johann Kerbrat told a Consensus 2026 fireside chat in Miami that overseas demand for U.S. equities — particularly AI-related stocks — is rising sharply, but access outside the United States remains constrained. He argued the shift from single-country strategies to global portfolio allocation is now viable, given the emergence of round-the-clock international trading platforms.

Kerbrat pointed to tokenization, instant settlement, and 24/7 trading as the structural enablers. Robinhood has already launched tokenized stock products in Europe via a derivative model that tracks underlying assets, with private equity access earmarked as a next step — opening markets that have historically been restricted to accredited investors.

On regulation, Kerbrat acknowledged the U.S. environment has historically been difficult but said recent policymaker engagement has improved. He…