Podcast Episode
Episode 26: Bond Boys, AI Trades, and Deceleration
About this episode
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