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Shooting the Bull With Drowsy and Bear

Drowsy Investor
Axon
Nvidia
Investing
AI Infrastructure
Amazon
Stocks
Saas
Growth Stocks
S&P 500
Palantir
Crowdstrike
Market Trends
Tesla
Molecular Diagnostics
Data Centers
Axon Enterprise
Nasdaq
Retail Investors
Kidney Transplants
Nebius

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.

PublishesTwice monthlyEpisodes23Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Shooting the Bull With Drowsy and Bear

Latest Episodes

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... more

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 ab... more

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 dis... more

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 ... more

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Recent Guests

Luke Hallard
Guest on Shooting the Bull Pod (Wall Street Wildlife crossover)
Wall Street Wildlife
Episode: Episode 22: Crossover With Wall Street Wildlife
Josh Isner
President of Axon Enterprises
Axon Enterprise
Episode: Episode 21: Josh Isner on Axon's Journey and Future
Tim Beyers
Senior analyst at the Motley Fool, expert on SaaS and AI disruption
Motley Fool
Episode: Episode 18: Tim Beyers on the SaaS-pocolypse and AI Disruptions
Jason Moser
Senior analyst at Motley Fool
Motley Fool
Episode: Episode 13: Jason Moser On Surviving and Thriving During Market Downturns
Brian Stoffel
Former teacher and current financial educator who runs the Stock Investing Mentor Program.
Stock Investing Mentor Program
Episode: Episode 11: End of Year Investor Round-Table Bonanza
Stock Novice
Experienced investor known for insights shared on Saul's Board.
Saul's Board
Episode: Episode 11: End of Year Investor Round-Table Bonanza
John Rotonti
Portfolio manager at Bastion Fiduciary and a frequent speaker at investing conferences.
Bastion Fiduciary
Episode: Episode 9: John Rotonti on AI Infrastructure Plays And Where We Go From Here
Andrea James
Chief Financial Officer at Insight Molecular Diagnostics
Insight Molecular Diagnostics
Episode: Episode 7: Andrea James on IMDX's Bright Future, Democratizing Molecular Diagnostics, and Investing Thoughts
Brad Freeman
Stock market analyst and author of a widely read investment newsletter.
Stock Market Nerd
Episode: Episode 6: Brad Freeman on Riding Out Market Trends and Finding Winners

Reviews

5.0 out of 5 stars from 13 ratings
  • Top notch

    Love listening to these two. Different strategies to long term success and both have a great perspective and knowledge of the markets and individual companies.

    Apple Podcasts
    5
    Notafinger11
    Canada6 months ago
  • Exceptional podcast on growth stocks

    I’ve really been enjoying this podcast! There’s a lot of informative information about growth stocks and strategies.

    Apple Podcasts
    5
    wpr101
    United Statesa year ago
  • Great podcast - great insights

    I enjoy the guys and the content is relevant to my current portfolio. Good stuff!

    Apple Podcasts
    5
    Bullish Ben
    United Statesa year ago
  • Great insight

    These two offer great insight into the market and their holdings. Wish they published more often!

    Apple Podcasts
    5
    ToddRs
    United Statesa year ago
  • A smart pair of investors

    These two are very sharp investors in higher growth stocks, I highly recommend

    Apple Podcasts
    5
    Ifnrkckvc
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show delivers actionable ideas and market context, with strong emphasis on AI-related topics.
Fans enjoy the candor and long-term investing perspectives, though some wish for more frequent episodes.
Listeners appreciate the dual-host dynamic and practical, stock-focused insights.
Guest roster and banter feel genuine and informative for growth stock enthusiasts.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#161
Taiwan/Business/Investing
Apple Podcasts
#208
Japan/Business/Investing
Apple Podcasts
#248
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 10: Monthly Portfolio Updates and Investing Lessons
Q: What kind of market are we in?
We're down 1% off the all-time high and the Fear and Greed Index is borderline extreme fear.
Episode 9: John Rotonti on AI Infrastructure Plays And Where We Go From Here
Q: How do you see the role of AI in the investing landscape changing in the next few years?
AI has the potential to disrupt investing roles, especially among analysts, as students express anxiety about AI's impact on their career prospects.
Episode 7: Andrea James on IMDX's Bright Future, Democratizing Molecular Diagnostics, and Investing Thoughts
Q: What is the mission of Insight Molecular Diagnostics?
To democratize access to molecular diagnostic testing and empower hospitals to conduct their own testing.
Episode 6: Brad Freeman on Riding Out Market Trends and Finding Winners
Q: What are your thoughts on SoFi at this level?
They're doing everything right, but it is still a cyclical company, and I think it's important not to change expectations radically.
Episode 5: Olivia Newton John, Inundated, and Monthly Portfolio Updates
Q: What would we do if we were up 100% year to date on five concentrated names?
The listener is asked how they make decisions about their portfolio, as they have successfully achieved that milestone, and the hosts discuss the implications of rotating in and out of stocks based on performance.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Shooting the Bull With Drowsy and Bear

What is Shooting the Bull With Drowsy and Bear about and what kind of topics does it cover?

Two veteran investors and market commentators discuss growth stocks, AI disruption, and the evolving economics of software, infrastructure, and tech-adjacent opportunities. Episodes repeatedly hone in on AI infrastructure, SaaS economics, data center and hyperscaler dynamics, and stock-picking strategies, often debating valuations, margins, and the impact of macro shifts on long-duration growth. Guests range from portfolio managers and senior analysts to healthcare tech executives, suggesting a focus on pragmatic investing, real-world company examples, and forward-looking bets in tech-enabled sectors. A standout trait is the candid, banter-filled style that blends macro theses with tactical portfolio moves, making it useful for listeners wh... more

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Which podcasts are similar to Shooting the Bull With Drowsy and Bear?

These podcasts share a similar audience with Shooting the Bull With Drowsy and Bear:

1. Chit Chat Stocks
2. The Acquirers Podcast
3. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
4. Excess Returns
5. Yet Another Value Podcast

How many episodes of Shooting the Bull With Drowsy and Bear are there?

Shooting the Bull With Drowsy and Bear launched a year ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Shooting the Bull With Drowsy and Bear?

Recent guests on Shooting the Bull With Drowsy and Bear include:

1. Luke Hallard
2. Josh Isner
3. Tim Beyers
4. Jason Moser
5. Brian Stoffel
6. Stock Novice
7. John Rotonti
8. Andrea James

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