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Highly Leveraged

Barebone

Highly Leveraged is your weekly market breakdown from the team at Barebone, the AI investment research terminal.

Every episode we analyse what moved the market, what insiders and elite investors are doing, and what could happen next, across earnings, geopolitics, tech and AI.

Hosted by Brian Tam, co-founder and CEO of Barebone, and Joshua Jooste, Head of Growth and Research at Barebone.

New episodes every weekly. Follow so you don't miss one.

Barebone puts institutional-grade research in everyone's hands. Start your 7-day free trial:

https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&ct=Highly%20Leveraged%20Podcast&mt=8
https://play.google.com/store/apps/details?id=com.briiantam.bareboneai&hl=en_US

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  • 4 episodes
  • Avg 1 hr 13 min
  • English

Episodes 4

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  • #4
    Monday · 1 hr 9 min

    AI Doomers Cause A $1tn Crash, Nike down 80% Since All Time High And Is Anthropic's $2tn IPO A Scam?

    00:00 Intro 01:06 AI doomers and the $1tn crash 21:29 Anthropic's $2tn IPO 43:36 Nike down 80% Highly Leveraged is a finance and tech podcast hosted by Joshua and Brian Tam. Every episode breaks down the numbers behind the market moves, the companies building the future, and the trades everyone else talks about a week late. Produced by Barebone. Download Barebone: https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&ct=Highly%20Leveraged%20Podcast&mt=8 Follow us: Barebone IG: https://www.instagram.com/barebone.ai Joshua IG: https://www.instagram.com/joshua.jooste_/ Barebone X: https://x.com/BareboneTeam

    • Transcript
  • #3
    September 13 · 1 hr 10 min

    Bessent's $6B Buybacks Failed, Uber Insider Trades Uncovered, The iPhone Duo And Can Muse Save Meta?

    00:00 Introduction & this week’s big stories 01:06 Apple’s iPhone Duo 05:26 Meta’s Muse AI agent 11:27 How Meta could monetize Muse 16:53 Ads, commerce & Meta’s AI bet 26:43 Why Uber insiders are buying 41:51 America’s debt problem 48:24 Can inflation shrink the debt? 56:41 The Treasury’s bond-market gamble 1:00:24 Gold, rates & the market outlook Highly Leveraged is a finance and tech podcast hosted by Joshua and Brian Tam. Every episode breaks down the numbers behind the market moves, the companies building the future, and the trades everyone else talks about a week late. Produced by Barebone. Download Barebone: https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&ct=Highly%20Leveraged%20Podcast&mt=8 Follow us: Barebone IG: https://www.instagram.com/barebone.ai Joshua IG: https://www.instagram.com/joshua.jooste_/ Barebone X: https://x.com/BareboneTeam

    • Transcript
  • #2
    September 6 · 1 hr 17 min

    Nvidia's $13 Billion Deal, OpenAI's Agent Civilization, Apple's New CEO And Is GPT Astra AGI?

    00:00 - GoPro, Allbirds and the "add AI to save the stock" playbook 01:30 - Nvidia's $12.9B Hugging Face deal and Kevin Durant's $60M payday 03:52 - Hugging Face as AI's distribution layer, and why Nvidia paid 86x revenue 06:18 - Nvidia's real goal: defending GPU demand from custom chips 08:34 - Open source, falling prices, and the enterprise security problem 14:44 - Why premium brands keep enterprise customers, and Anthropic's IPO plans 18:09 - HBM3 memory and CXMT's challenge to the bottleneck 20:18 - The AI agent attack on Hugging Face and OpenAI, and what it means for cyber 26:40 - Did the "agent civilization" story serve an AI marketing agenda? 34:24 - Why the hack was less sophisticated than the headlines 37:37 - Bernie Sanders, AI regulation, and why US rules could help China 45:19 - Offensive vs defensive agents, and CrowdStrike's data advantage 51:54 - Meta's Muse Spark, Google's Gemini Flash, OpenAI's GPT Astra 53:55 - How Meta funds AI differently, and what employee data reveals 59:33 - Meta's platform risk and the case for owning the models 01:04:09 - Why Google doesn't need the best frontier model 01:07:14 - GPT Astra's 3D reasoning, the AGI gap, and AI in game development 01:13:59 - Tim Cook's record, the handover, and John Ternus's engineering edge 01:23:01 - Apple's on-device AI, distribution control, and valuation 01:30:13 - Mac Mini agents, memory shortages, and pricier iPhones Highly Leveraged is a finance and tech podcast hosted by Joshua and Brian Tam. Every episode breaks down the numbers behind the market moves, the companies building the future, and the trades everyone else talks about a week late. Produced by Barebone. Download Barebone: https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&ct=Highly%20Leveraged%20Podcast&mt=8 Follow us: Barebone IG: https://www.instagram.com/barebone.ai Joshua IG: https://www.instagram.com/joshua.jooste_/ Barebone X: https://x.com/BareboneTeam

    • Transcript
  • #1
    August 31 · 1 hr 16 min

    Nvidia's $96 Billion Quarter, Salesforce Surges 22% And Meta Avoids a $1.4 Trillion Dollar Fine

    00:00 Nvidia's earnings blowout 03:24 The free cash flow and debt problem 36:07 What the Hugging Face deal means 43:03 Salesforce and the SaaS apocalypse 58:20 Meta's settlement and the AI upside 1:08:03 AI compute and model distribution Highly Leveraged is a finance and tech podcast hosted by Joshua and Brian Tam. Every episode breaks down the numbers behind the market moves, the companies building the future, and the trades everyone else talks about a week late. Produced by Barebone. Download Barebone: https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&ct=Highly%20Leveraged%20Podcast&mt=8 Follow us: Barebone's IG: https://www.instagram.com/barebone.ai Joshua's IG: https://www.instagram.com/joshua.jooste_/ Barebone X: https://x.com/BareboneTeam

    • Transcript
Showing 1–4 of 4 episodes