Explore every episode of the podcast Polarity Radio with David Levenson
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Episode 63 - The UST volatility curve is flattening. UST will follow. #PolarityRadio 9/13/25 | 14 sept. 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 sept. 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 sept. 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 sept. 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 sept. 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 sept. 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 sept. 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 sept. 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 août 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 août 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 août 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 août 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 août 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 août 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 août 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 août 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 août 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 août 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 août 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 août 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 août 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juil. 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 juin 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 juin 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 juin 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 juin 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 juin 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 juin 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 juin 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. | |||