David Levenson
Polarity Radio with David Levenson
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Author
David Levenson
Category
Podcast website
Latest episode
Feb 5, 2026
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Episodes
Episode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25 14.07.2025 4:01:27
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25 11.07.2025 1:46:29
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 10.07.2025 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 09.07.2025 1:23:37
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 08.07.2025 2:04:31
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 07.07.2025 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 04.07.2025 2:28:35
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 03.07.2025 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 03.07.2025 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 02.07.2025 1:07:42
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 30.06.2025 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 30.06.2025 1:25:02
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 28.06.2025 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 27.06.2025 2:46:23
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 25.06.2025 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 25.06.2025 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 23.06.2025 1:10:49
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...
Episode 16 - Global yields are declining and will weaken the NASDAQ. #PolarityRadio 6/20/25 20.06.2025 1:54:39
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 15 - What is the yield curve telling us? 2/10 will invert. #PolarityRadio 6/17/26 18.06.2025 10:34
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 14 Pt 2 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25 16.06.2025 2:27:15
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 14 Pt 1 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25 16.06.2025 1:10:44
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 13 - The 2/10 curve is the best global M2 growth barometer.#PolarityRadio 6/14/25 16.06.2025 32:28
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 12 - The weekly 2/10 curve close was weak. It will fail! #PolarityRadio 6/13/2025 16.06.2025 1:27:01
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 11 - The yield curve will invert and drive the dollar up. #PolarityRadio 6/12/25 13.06.2025 2:01:21
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 10 - The Yield curve will invert. Inflation is melting. #PolarityRadio 6/11/25 12.06.2025 2:44:24
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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