PODCAST · business
Shooting the Bull With Drowsy and Bear
by Drowsy Investor
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.
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Episode 20: John Rotonti on the AI Buildout and "Multiple Worlds"
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 their ever long investing battle.Stocks mentioned: NVDA, GOOG, AMZN, VRT, ETN, GEVN, PWH, RBRK, CRWD, and More
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ABOUT THIS SHOW
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.
HOSTED BY
Drowsy Investor
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