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:
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Donald Trump's Trades, US-China State Visit, Meta's 11% Surge & New AI & VR Glasses
0:00 Meta's 11% pop — Muse, and the gamma squeeze behind the surge
11:57 Meta Connect — the AI and VR glasses, and how to bet on them
25:07 The China–US state visit — Taiwan, export controls, soybeans
39:14 Trump's July trades — Marvell, short-term treasuries, quantum
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 (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 (https://www.instagram.com/barebone.ai)
Joshua's IG: https://www.instagram.com/joshua.jooste_/ (https://www.instagram.com/joshua.jooste_/)
Barebone's X: https://x.com/BareboneTeam (https://x.com/BareboneTeam)
21 Sept 2026
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 (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 (https://www.instagram.com/barebone.ai)
Joshua IG: https://www.instagram.com/joshua.jooste_/ (https://www.instagram.com/joshua.jooste_/)
Barebone X: https://x.com/BareboneTeam (https://x.com/BareboneTeam)
13 Sept 2026
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 (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 (https://www.instagram.com/barebone.ai)
Joshua IG: https://www.instagram.com/joshua.jooste_/ (https://www.instagram.com/joshua.jooste_/)
Barebone X: https://x.com/BareboneTeam (https://x.com/BareboneTeam)
6 Sept 2026
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 (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 (https://www.instagram.com/barebone.ai)
Joshua IG: https://www.instagram.com/joshua.jooste_/ (https://www.instagram.com/joshua.jooste_/)
Barebone X: https://x.com/BareboneTeam (https://x.com/BareboneTeam)
31 Aug 2026
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 (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 (https://www.instagram.com/barebone.ai)
Joshua's IG: https://www.instagram.com/joshua.jooste_/ (https://www.instagram.com/joshua.jooste_/)
Barebone X: https://x.com/BareboneTeam (https://x.com/BareboneTeam)
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