Shooting the Bull With Drowsy and Bear
Two old guys talking stocks, investing strategies, and in a race to see who invests better. We have guests on from across the investing and stock picking world. And we talk about many of the most common stock names. So the same sleepy and trigger happy investors that got their start on Twitter… now with their own pod.
Episodes
On this June 2026 episode, Bear and Drowsy talk about investing psychology, portfolio management, and investing in winners. Bear discusses portfolio concentration and talks about his recent buy. Drowsy talks about the investing psychology of holding big winners. Bear also may have finally gotten through to Drowsy. They wrap up with the ever long portfolio battle update.
Stocks mentioned: NVDA, AXON, ALAB, TOST, FOUR, CRDO, HNGE, FIG...
On this May 2026 episode, Bear and Drowsy joined Krzysztof and Luke for a crossover Shooting the Bull Pod and Wall Street Wildlife Investing episode. In this wide ranging episode, Bear and Drowsy talk origin story, how to value fast growing companies, and some major winners we are all watching. All four investors talk style and risk tolerance. Finally, Bear, Drowsy, Krzysztof, and Luke give some stocks on their radar!
Stocks mention...
On this May 2026 episode, Bear and Drowsy welcome Axon Enterprise's President Josh Isner to discuss why Axon has passed an inflection point. Josh describes how Axon's various fast growing segments are hitting their stride. Drowsy fan boys and asks about drones and counter-drones, international expansion, and enterprise growth. Bear and Josh talk investing numbers and how that intersects Axon's dominating position. The guys finish u...
On this April 2026 episode, Bear and Drowsy check back in on the AI build out with John Rotonti of Bastion Fiduciary. John talks pix and shovels of the AI build out and answers questions on if "we are too late, valuation wise" on the AI trade. We discuss how we are still maybe not even on the field yet to use a baseball analogy of what AI, and investing in AI, may become. And as always, Bear and Drowsy share portfolio updates in th...
On this April 2026 episode, Bear and Drowsy talk about investing trench warfare and how they are managing a brutal market. Bear talks about the disconnect between fast growing companies and their valuation. Drowsy and Bear talk about ecommerce plays and how to manage in a treacherous market. Finally, they talk portfolios and update the scoreboard in the ever long portfolio battle.
Stock Mentioned: NVDA, CRWD, CRDO, ALAB, PLTR, TEAM,...
On this March 2026 episode, Bear and Drowsy host Motley Fool Senior Analyst Tim Beyers for a discussion on how resilient or not Software as a Service (SaaS) companies are as the AI wave crests. Tim walks Drowsy and Bear through the levels of disruption for various SaaS companies. Drowsy and Bear "hire" Tim as the pod's new CFO. We wrap up talking about some stocks on our SaaS radar.
A must listen episode for tech investors and under...
On this week's Market Stoplight Session, Drowsy and Bear give stocks and themes they are bullish on, neutral on, and bearish on.
This week's stoplight:
- Green Light - Reddit (RDDT)
- Yellow Light - Nebius (NBIS)
- Red Light - SpaceX, RKLB, ASTS
On this March episode of 2026, Bear and Drowsy break down earnings for many widely held companies. Bear preaches about some beaten down E-commerce stocks, while Drowsy talks long term winners. Bear and Drowsy review portfolios and who is leading this month.
A must listen recap of earnings!
Stocks Mentioned: NVDA, AXON, CRWD, MELI, SE, FIGR, ALAL, CRDO, and More
On this second Market Stoplight Sesh, Drowsy and Bear recap some of the craziness from Q4 earnings and foot stomp not responding to every viral post.
This week's stoplight: AXON (Green), MELI (Yellow), and Citrini/doomsday predictions (Red)
On this inaugural market stoplight session, Drowsy and Bear introduce the newest type of episode to the Shooting the Bull pod. Drowsy and Bear each week will briefly discuss an idea their bullish (green light), cautious on (yellow light), and bearish (red light).
This week's: APP & FIGR (Green); CRWD, ZS, PANW, RBRK (Yellow); 20% Growth (Red)
On this special February 2026 episode, Bear and Drowsy host Motley Fool Senior Analyst Jason Moser for a discussion on surviving the major pullback in tech and growth companies. We talk strategies for surviving the SAAS-pocolypse and key themes and metrics to look for in the wreckage. Drowsy and Jason nerd out about Axon and its future. We wrap up with some stocks on our radar.
A must listen episode to help investors ride out the ro...
On this first episode of 2026, Bear and Drowsy reflect on 2025 winners and losers and portfolio strategies. Bear heads down a larger number of holdings road, while Drowsy does the opposite. Bear and Drowsy also talk intriguing stocks of the new year and what they are watching for as 2026 kicks off.
A must listen to start 2026 off right.
Stocks Mentioned: NVDA, AXON, RBRK, FOUR, AMZN, MELI, TTD, ALAB, CRDO, GOOG, and More
On this final episode of 2025, Bear and Drowsy host the show's first annual investor round-table with Brian Stoffel of Long-Term Mindset, WPR of Growth Investing Mastery, and Stock Novice. We took a look back at what surprised us in 2025, the stocks that moved the market and facilitated us to rethink our strategies, and highlighted some stocks and sectors we are watching for in 2026. And no end of the year show would be complete wi...
On this December 2025 episode, Bear and Drowsy provide their portfolio updates, talk through key new holdings and the AI trade, and discuss potential investing strategy changes. Bear discusses his big five holdings, while Drowsy discusses his worst month in a while and what he's watching for in NVDA, Axon, and more.
Stocks Mentioned: NVDA, AXON, AMZN, MELI, SE, IREN, NBIS, ALAB, GOOG, and More
On this special November 2025 episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary on his AI infrastructure playbook, how to understand the many facets of investing in companies powering the AI revolution, and what the next generation of investors are asking. We discuss several key infrastructure plays that are powering the AI data center buildout and how we are still in the early innings.
Stocks mentioned:...
On this October 2025 episode, Bear and Drowsy talk about lessons learned from investing in 2021 and what it means for 2025's crazy markets. The duo then talks about portfolio management strategies and Bear attempts an intervention for Drowsy due to his outsized NVDA position.
Stocks mentioned: NVDA, PLTR, AXON, MSFT, RBRK, FOUR, MELI, AMZN, ALAB and More
On this special October 2025 episode, Bear and Drowsy put on their lab coats and talk with Insight Molecular Diagnostics' (IMDX) Chief Financial Officer Andrea James on IMDX's strategy to build a moat in the race to democratize molecular diagnostics. Drowsy has one of his proudest investing moments. Bear, Drowsy, and AJ then discuss disrupting incumbents, what asymmetric investing opportunities and risks are emerging for IMDX, and ...
On this special October 2025 episode, Bear and Drowsy talk with Brad Freeman of the StockMarketNerd newsletter on his investing style, how to ride out euphoria waves, cyber security investing, and his thinking on what's next for major market winners. We also discuss filtering out the noise and hit Brad with rapid fire questions on some of the most trending stocks in the investing world.
Stocks Mentioned: PLTR, AMZN, RBRK, UBER, DOU...
On this August 2025 episode, Bear and Drowsy talk hyper growth plays, answer a successful listener question, and go over their monthly portfolio updates . Bear takes aim at neo clouds, like Nebius and Coreweave. Drowsy is inundated with awkward situations and holding his breath ahead of NVDA earnings.
Stocks mentioned: NBIS, CRWV, NVDA, ALAB, AXON, RBRK, AMZN, MSFT, APP, and More
On this special August 2025 episode, Bear and Drowsy talk with John Rotonti of Bastion Fiduciary on his investing toolkit, how to invest in high valuation markets, and a deep dive on his thinking of the next generation of AI infrastructure. We discuss how to filter through the noise, differing approaches towards valuing companies, and much discussion on AI, energy, and the needs of the future.
Popular Podcasts
Hey Jonas! The official Jonas Brothers podcast. Hosted by Kevin, Joe, and Nick Jonas. It’s the Jonas Brothers you know... musicians, actors, and well, yes, brothers. Now, they’re sharing another side of themselves in the playful, intimate, and irreverent way only they can. Spend time with the Jonas Brothers here and stay a little bit longer for deep conversations like never before.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
Betrayal Weekly is back for a new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. If you would like to share your story, you can reach out to the Betrayal Team by emailing them at betrayalpod@gmail.com and follow us on Instagram at @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.