Explorez tous les épisodes du podcast Polarity Radio with David Levenson
| Titre | Date | Durée | |
|---|---|---|---|
| Episode 63 - The UST volatility curve is flattening. UST will follow. #PolarityRadio 9/13/25 | 14 Sep 2025 | 01:21:41 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 62 The flattening curve is driving down mortgage rates. #PolarityRadio 9/12/25 | 14 Sep 2025 | 00:53:53 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 61 - The curve will invert and drag down yields, Euro, NDX, BTC. #PolarityRadio 9/10/25 | 11 Sep 2025 | 01:50:56 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 60 - The yield curve will invert and bid the $ it's bad 4 tech. #PolarityRadio 9/9/25 | 10 Sep 2025 | 01:30:04 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 59 - Rates won't stop falling. The Euro & tech are next. #PolarityRadio 9/8/25 | 09 Sep 2025 | 00:34:04 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 58 - The system has checkmated Powell. Rates, tech, crypto, MSTR will fall. #PolarityRadio 9/7/25 | 09 Sep 2025 | 00:09:59 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 57 - Mortgage rates will drive software then FAANG lower. #PolarityRadio 04/09/25 | 04 Sep 2025 | 00:38:51 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 56 - 36 month low ARM rate. Ignore bonds, watch 2s & 10s. #PolarityRadio 9/3/25 | 04 Sep 2025 | 02:18:41 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 55 - The 3Y UST & 7/6 ARM telling us there is no inflation. #PolarityRadio 8/28/25 | 29 Aug 2025 | 02:18:41 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 54 - The 3Y is now 79 bps below FFR. Dec 26 FFR is 2.935. #PolarityRadio 8/27/25 | 28 Aug 2025 | 00:18:51 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 53 - Powell's Gordian Cut. Cut or not. Does not matter. Rates melt. #PolarityRadio 8/25/25 | 25 Aug 2025 | 00:23:06 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 52 - St Barts review. Cresting credit & crypto bubble. #B7C3 2026 #PolarityRadio 8/24/25 | 25 Aug 2025 | 01:13:00 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 51 - Acid Caital recasp St Barts camp/ VXN/VIX XPH/BTC. #PolarityRadio 8/21/25 | 22 Aug 2025 | 00:24:55 | |
David Levenson breaks down the modern mechanics of markets live on X spaces. This podcast archives those discussions. | |||
| Episode 50 - UST volatility continues decaying as liquidity increases. #PolarityRadio 8/14/25 | 15 Aug 2025 | 01:29:41 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 49 - MOVE UMBS. Why are housing related equities surging? #PolarityRadio 8/1/25 | 13 Aug 2025 | 00:53:51 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 48 - UST bond liquidity is rising. Data is largely priced in. #PolarityRadio 8/11/25 | 12 Aug 2025 | 00:53:10 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 47 - Coppers collapse signals bank death. This is not a correction. #PolarityRadio 8/7/25 | 08 Aug 2025 | 03:16:32 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 46 - What is a bank? B/D curve + credit. MCBs bill shrink massively! #PolarityRadio 8/6/25 | 07 Aug 2025 | 00:42:56 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 45 - MC banks + NDX + SMH + mortgage rates + UB rates have peaked. #PolarityRadio 8/5/25 | 06 Aug 2025 | 01:46:48 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 44 - The inflation narrative is coming under assault with NASDAQ. #PolarityRadio 8/1/25 | 04 Aug 2025 | 02:38:35 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 43 - MOVE broke down. VIX bottomed Tuesday. Re-coherence. #PolarityRadio 8/1/25 | 01 Aug 2025 | 00:31:10 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 42 - The curve has broken down and MOVE is about to join it. #PolarityRadio 7/30/25 | 31 Jul 2025 | 01:07:10 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 41 - VIX local trough. Curve breakdown. DXY/SPX convergence. #PolarityRadio 7/29/25 | 30 Jul 2025 | 02:20:12 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 40 - The decay of M2 growth has begun. I = MC ^ 2 NDX has peaked. #PolarityRadio 7/28/25 | 29 Jul 2025 | 01:13:17 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 39 - QFT. Quantum Finance Theory. Levenson diagrams. Melting Vega. #PolarityRadio 7/27/35 | 28 Jul 2025 | 00:34:07 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 38 - Underperforming NDX. Decaying Vega. Curve flattening. #PolarityRadio 7/25/25 | 28 Jul 2025 | 00:51:45 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 37 - Liquidity is dying. M2 annihilation. G - > V. #PolarityRadio 7/22/25 | 23 Jul 2025 | 02:14:44 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 36 - Approaching prompt roll over of beta is at hand. #PolarityRadio 7/21/25 | 22 Jul 2025 | 01:24:09 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 35 - Part 2 of Friday spaces. Vega decay and equity deflation. #PolarityRadio 7/20/25 | 21 Jul 2025 | 01:13:15 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 34 - Tech deflation! Nested vega & cross asset compression. E2A2O. #PolarityRadio 7/18/25 | 19 Jul 2025 | 00:35:27 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 33 - The MOVE is absorbing policy interference very well. #PolarityRadio 7/17/25 | 18 Jul 2025 | 00:37:11 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 32 - $ resilience and MOVE rate suppresion despite policy. #PolarityRadio 7/16/25 | 17 Jul 2025 | 00:29:32 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 31 - The $ signal is unmistakeable. $ liquidity is decaying. #PolarityRadio 7/15/25 | 16 Jul 2025 | 00:37:13 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25 | 14 Jul 2025 | 04:01:27 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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| Episode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25 | 11 Jul 2025 | 01:46:29 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those disucssions. | |||
| Polarity Pivot Podcast (7/9/25) - Prompt Vega suppression bond and interest rate sensitive rally. #PolarityRadio | 10 Jul 2025 | 00:33:21 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 28 - Dollar strength is broadening. This kills M2 growth + liquidity. #PolarityRadio 7/8/25 | 09 Jul 2025 | 01:23:37 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25 | 08 Jul 2025 | 02:04:31 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 26 - Bubble deflation everywhere. NDX GOLD BTC. Yen, Pound, Euro. MOVE yields. #PolarityRadio 7/6/25 | 07 Jul 2025 | 00:39:14 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 25 - MOVE will drag down FAANGMT. Our most important episode ever. #PolarityRadio 7/3/25 | 04 Jul 2025 | 02:28:35 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 24 - Dollar strength is accelerating and that's bad for NDX. #PolarityRadio 7/23/25 | 03 Jul 2025 | 00:37:22 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 23 - The dollar is strengthening as rates continue their decline. #PolarityRadio 7/2/25 | 03 Jul 2025 | 00:55:58 | |
David Levenson breaks down the mechanics of markets live on X spaces. This podcast archives those discussions. | |||
| Episode 22 - The cheapest thing in the world, bond skew. Deflation. #PolarityRadio 7/1/25 | 02 Jul 2025 | 01:07:42 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Polarity Pivot Podcast (6/29/25) - Prompt MOVE index deflation will drive rates and gold lower. #PolarityRadio | 30 Jun 2025 | 00:39:20 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 21 - MOVE index deflation is accelerating. Rates will fall further. #PolarityRadio 6/29/25 | 30 Jun 2025 | 01:25:02 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 20 - The MOVE is screaming rates will melt NDX/DIA too! #PolarityRadio 6/27/25 | 28 Jun 2025 | 00:44:43 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 19 - Rates won't stop melting down. NVDA NDX GLD BTC will follow. #PolarityRadio 6/26/25 | 27 Jun 2025 | 02:46:23 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Episode 18 - The credit bubble is failing. Gold, rates, GOOG soon. #PolarityRadio 6/24/25 | 25 Jun 2025 | 00:53:59 | |
David Levenson breaks down the mechanics of markets live on X spaces. This podcast archives those discussions. | |||
| Episode 17 - Paused flattener and NDX NVDA bear market policy superposition. #PolarityRadio 6/23/25 | 25 Jun 2025 | 00:44:08 | |
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. | |||
| Polarity Pivot Podcast (6/22/25) - NDX NVDA SMH GOOG AAPL bear market is starting with bond bull. #PolarityRadio | 23 Jun 2025 | 01:10:49 | |
This Polarity Pivot Podcast episode is catalyzed by the increase decay period of equity volatility (VIX), treasury volatility (MOVE index) and the risk off signal from Bitcoin that has failed to make a new volatility adjusted high from our April 7, 2025 short cover below 76K to a bullish position in Bitcoin. Bitcoin’s sustained failure to outperform the SP500 over the past 76 days is indicative of deterioration in its volatility and the NDX as well. | |||