Polarity Radio with David Levenson

Episode 105 - Subscriber level information on open spaces with charts. #PolarityRadio 12/25/25 29.12.2025 1:25:58 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 104 - The NDX and Bitcoin law apogee. 10 ^ - 1 or -2. #PolarityRadio 12//21/25 29.12.2025 2:21:27 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 103 - The organized decay of beta continues. What signals are there? #PolarityRadio 12/17/25 29.12.2025 1:40:05 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 102 - Oil, Gasoline, Bitcoin volatility are all sliding. Watch! #PolarityRadio 12/16/25 29.12.2025 1:02:44 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 101 - The market is organized. BTC is leading the NDX lower. #PolarityRadio 12/15/25 29.12.2025 4:18:19 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

Episode 100 - The organized decay of beta continues. What signals are there? #PolarityRadio 12/17/25 18.12.2025 1:02:44 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 99 - What the Fed really said. Rates reaction is anemic. #PolarityRadio 12/10/25 11.12.2025 3:47:18 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 98 - Bitcoin can fall 1, 2, or 3 decimals. HODL is financial fentanyl. #PolarityRadio 12/6/25 07.12.2025 3:23:37 ↓

David Levenson discusses the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

Episode 97 - What is BTPS? Why will that drive BTC below 10k or 1k? #PolarityRadio 11/29/25 01.12.2025 4:25:31 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

Episode 96 - Subscribers spaces. #PolarityRadio 11/25/25 26.11.2025 1:22:43 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

Episode 95 - Dollar strenght will deflate the AI Crypto bubble. #PolarityRadio 11/19/25 19.11.2025 1:45:44 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

Episode 94 - What happens when people notice BTC's debasement? Watch DVOL! #PolarityRadio 11/16/25 17.11.2025 4:45:32 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 93 - Volatility markets are losing liquidity. Beware! 11/11/25 #PolarityRadio 13.11.2025 50:29 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 92 - DDS Duration Derangement Syndrome. Inflation vs Deflation. #PolarityRadio 11/9/25 10.11.2025 1:19:47 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 91 - Beta capital flight is inescapable. AI reality strikes. #PolarityRadio 11/6/25 07.11.2025 1:07:43 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 90 - What is a beta shear stress? the $ is the AI deathknell. #PolarityRadio 11/4/25 05.11.2025 2:13:08 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

Episode 89 - Low MOVE is driving the MVE (Mortgage Volatility Engine). #PolarityRadio 10/31/25 03.11.2025 2:37:35 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 88 - Powell spoofed the market on QT. Why? ZROZ/QQQ, ZROZ/BTC. #PolarityRadio 10/30/25 31.10.2025 2:52:09 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

Episode 87 - NVDA higher is -ERP. ZROZ is +ERP. Who wins? #PolarityRadio 10/28/25 29.10.2025 1:42:28 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 86 - Curve flattening 5/30 2/10 10/30. Bad for yields SPY QQQ. #PolarityRadio 10/27/25 28.10.2025 2:24:03 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

Episode 85 - The myth of Covid - 19 era mortgage coupon driven inertia. #PolarityRadio 10/26/25 27.10.2025 1:36:25 ↓

David Levenson breaks down the mechanics of modern markets live on X. This podcast archives those discussions. 

Episode 84 - Volatility is exiting the sovereign market. Bad 4 banks. #PolarityRadio 10/23/25 24.10.2025 2:23:46 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25 23.10.2025 3:40:34 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25 22.10.2025 3:19:02 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25 21.10.2025 1:44:25 ↓

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.