Polarity Radio with David Levenson

Episode 55 - The 3Y UST & 7/6 ARM telling us there is no inflation. #PolarityRadio 8/28/25 29.08.2025 2:18:41 ↓

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 28.08.2025 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 25.08.2025 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 25.08.2025 1:13:00 ↓

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 22.08.2025 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 15.08.2025 1:29:41 ↓

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 13.08.2025 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 12.08.2025 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 08.08.2025 3:16:32 ↓

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 07.08.2025 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 06.08.2025 1:46:48 ↓

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 04.08.2025 2:38:35 ↓

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 01.08.2025 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 31.07.2025 1:07:10 ↓

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 30.07.2025 2:20:12 ↓

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 29.07.2025 1:13:17 ↓

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 28.07.2025 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 28.07.2025 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 23.07.2025 2:14:44 ↓

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 22.07.2025 1:24:09 ↓

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 21.07.2025 1:13:15 ↓

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 19.07.2025 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 18.07.2025 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 17.07.2025 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 16.07.2025 37:13 ↓

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