HeyJaredShooting the Bull With Drowsy and Bear
Two old guys talking stocks, investing strategies, and in a casual race to see who invests better. We have on guests from across the investing and stock picking world.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 4, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
Episode 26: Bond Boys, AI Trades, and Deceleration (opens the original)
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On this September 2026 episode, Bear and Drowsy talk about their stances on the AI trade, how high fliers can "land the plane" with decelerating growth, and an update on their portfolio battles. The two also revisit bold 2026 predictions from Episode 11 by StockNovice, Brian Stoffel, and WPR. Stocks mentioned: NVDA, AXON, CRWD, SNOW, TMDX, TOST, FOUR, NBIS, FIGR, SIMO, and More
Episode 25: Josh Isner on Axon "Firing on All Cylinders" (opens the original)
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On this August 2026, Bear and Drowsy welcome back Axon Enterprise's President Josh Isner to discuss Axon's recent quarter and answer listener questions. Josh describes how Axon is "firing on all cylinders" and discusses some of Axon's fastest growing business segments. Drowsy continues to fan boy a bit and Bear rapid fires listener questions. You won't want to miss this one. A special thanks again to Josh and the Axon team.
Episode 24: WPR on Finding The Next Great Thing (opens the original)
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On this July 2026 episode, Bear and Drowsy welcome back Growth Investing Mastery's WPR to learn how he finds opportunities in the market before everyone else sees them. Bear, Drowsy, and WPR discuss growth portfolio management and what an ideal growth portfolio could look. WPR then talks about his strategy for identifying and building conviction, as well as, some of his mega winners. Bear and Drowsy ask about all the major AI investing trends: memory, optics, and neoclouds. And to end the episod
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