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