Polarity Radio with David Levenson

Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25 17.10.2025 1:40:51 ↓

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

Episode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25 17.10.2025 45:19 ↓

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

Episode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25 13.10.2025 29:07 ↓

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

Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25 13.10.2025 2:13:02 ↓

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

Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25 12.10.2025 3:03:26 ↓

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

Episode 75 - The market's plumbing is leaking. MOVE is losing kurtosis. #PolarityRadio 10/9/25 10.10.2025 37:44 ↓

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

Episode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25 07.10.2025 1:31:02 ↓

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

Episode 73 - NASDAQ 100 capital flight is accelerating. AI ~= Fiber. #PolarityRadio 10/3/25 06.10.2025 44:16 ↓

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

Episode 72 - The yield curve is deflating. Ultrabond is beating NDX. #PolarityRadio 9/29/25 01.10.2025 22:23 ↓

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

Episode 71 - UST volatility will continue too fall with its lower yield tail. #PolarityRadio 9/26/25 29.09.2025 46:38 ↓

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

Episode 70 - 3 vectors will drive up the $ and destroy NDX earnings growth. #PolarityRadio 9/24/25 25.09.2025 1:13:14 ↓

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

Episode 69 - We are joined by Mike Hobart for a great episode. #PolarityRadio 9/22/25 23.09.2025 1:13:54 ↓

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

Episode 68 - Capital flow, friction, and fiction. Powell's part in these. #PolarityRadio 9/21/25. 23.09.2025 25:26 ↓

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

Episode 67 - Treasury vega is melting with all vegas. RFIX. #PolarityRadio 9/18/25 19.09.2025 1:27:02 ↓

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

Episode 66 - The RFIX PM will be explaining it offline to me. #PolarityRadio 9/17/25 18.09.2025 1:18:08 ↓

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

Episode 65 - 3Y low 30Y mortgage rates, Atlanta Fed 3.4%. 3Y UST 3.5%. #PolarityRadio 9/16/25 18.09.2025 47:49 ↓

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

Episode 64 - New YTD low 30Y fixed mortgage rate. Euro + tech will follow. #PolarityRadio 9/15/25 18.09.2025 2:19:22 ↓

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

Episode 63 - The UST volatility curve is flattening. UST will follow. #PolarityRadio 9/13/25 14.09.2025 1:21:41 ↓

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 14.09.2025 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 11.09.2025 1:50:56 ↓

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 10.09.2025 1:30:04 ↓

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 09.09.2025 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 09.09.2025 9:59 ↓

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 04.09.2025 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 04.09.2025 2:18:41 ↓

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