Why last week's markets panicked

Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?

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In this episode:

00:00 Why markets panicked last week (and why we were buying)

02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears

05:06 The real lesson: market drops happen more often than you think

07:42 Why simple investing strategies beat panic selling

09:09 Panic buying: how we approached the dip

10:21 Mr. Beat Up returns: analysing an 80% stock crash

14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)

17:12 Does Duolingo actually have a moat?

24:57 Valuation check: is the stock now mispriced?

Clip featured from Bloomberg News, watch the full interview here.

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