Polarity Radio with David Levenson

Episode 130 - Policy equivalence. Swing trend lines and vega congruity. #PolarityRadio 2/1/26 05.02.2026 3:13:50 ↓

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

Episode 129 - Global deleveraging is accelerating. It won't stop in 2026. #PolarityRadio 1/31/26 05.02.2026 3:12:26 ↓

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

Episode 128 - Software will drag hardware into a bear market. #PolarityRadio 1/30/26 05.02.2026 3:37:04 ↓

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

Episode 127 - Don't let the shiny object fool you. We are losing liquidity. #PolarityRadio 1/28/26 30.01.2026 2:03:57 ↓

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

Episode 126 - Mortgage rates continue lower with treasury volatility. #PolarityRadio 1/27/26 30.01.2026 2:53:40 ↓

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

Episode 125 - The markets plumbing is losing pressure. Crypto leakage. #PolarityRadio 1/25/26 26.01.2026 1:18:15 ↓

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

Episode 124 - Accelerating UMBS prepayments are starting to bid bonds. #PolarityRadio 1/24/26 26.01.2026 3:18:46 ↓

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

Episode 123 - Watch capital flow. BTC to TOL, IGV to ITB NDX to UMBS. #PolarityRadio 1/23/26 26.01.2026 5:33:48 ↓

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

Episode 122 - MSTR dragging BTC, QQQ, and mortgage rates lower. #PolarityRadio 1/22/26 26.01.2026 4:26:49 ↓

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

Episode 121 - IGV, MSFT, MSTR, UMBS. Yield meltdown. #PolarityRadio 1/21/26 26.01.2026 4:21:27 ↓

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

Episode 120 - Acclerating decay in MAMA FAANGM. Mortgage rates. #PolarityRadio 1/17/26 26.01.2026 2:21:19 ↓

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

Episode 119 - NVDA must reach a 1 year low price. #PolarityRadio 1/20/26 21.01.2026 19:11 ↓

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

Episode 118 - Tech and communications capital flight into low beta. #PolarityRadio 1/13/26 19.01.2026 3:31:40 ↓

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

Episode 117 - DXY softened on Powell, but it won't help EM currencies. #PolarityRadio 1/11/26 19.01.2026 37:35 ↓

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

Episode 116 - Trump trumped Powell. Low beta dominance. #Polarity Radio 1/9/26 19.01.2026 3:57:46 ↓

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

Episode 115 - Atlanta Fed rose 270bps. 30Y mortgage 2bps lower. Lower rates, 19.01.2026 4:24:47 ↓

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

Episode 114 - Venezuela will send the US 50 millions barrels of oil. #PolarityRadio 1/6/26 19.01.2026 1:17:30 ↓

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

Episode 113 - The week, month, and quarter ahead. #PolarityRadio 1/4/26 09.01.2026 1:10:49 ↓

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

Episode 112 - Venezuela's impact on markets in H1 26. #PolarityRadio 1/3/26 09.01.2026 4:09:06 ↓

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

Episode 111 - Preview innovation deflation and bitcoin decay. #PolarityRadio 1/2/26 09.01.2026 4:39:10 ↓

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

Episode 110 - Countdown to the genesis sequential BTC down year. #PolarityRadio 1/1/26 09.01.2026 7:49:39 ↓

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

Episode 109 - Acceleration of beta Bitcoin and rate deflation. #PolarityRadio 12/31/25 09.01.2026 3:10:35 ↓

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

Episode 108 - Falling rates. ABCDE. Accelerating C19 Bitcoin Decimal Evaporation. 30.12.2025 3:59:48 ↓

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

Episode 107 - Silver's rising entropy will not return to crypto this decade. #PolarityRadio 12/27/25 29.12.2025 4:43:24 ↓

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

Episode 106 - Bitcoin & 2y yield deflation. SMH momentum decay. #PolarityRadio 12/26/25 29.12.2025 1:18:44 ↓

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