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Polarity Radio with David Levenson

En podcast av: David Levenson

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

Our American listeners can also listen to Polarity Radio with David Levenson at our American site

89 Avsnitt

Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25
Publicerades 2025-10-23

Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25
Publicerades 2025-10-22
Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25
Publicerades 2025-10-21
Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25
Publicerades 2025-10-17
Episode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25
Publicerades 2025-10-17
Episode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25
Publicerades 2025-10-13
Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25
Publicerades 2025-10-13
Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25
Publicerades 2025-10-12
Episode 75 - The market's plumbing is leaking. MOVE is losing kurtosis. #PolarityRadio 10/9/25
Publicerades 2025-10-10
Episode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25
Publicerades 2025-10-07
Episode 73 - NASDAQ 100 capital flight is accelerating. AI ~= Fiber. #PolarityRadio 10/3/25
Publicerades 2025-10-06
Episode 72 - The yield curve is deflating. Ultrabond is beating NDX. #PolarityRadio 9/29/25
Publicerades 2025-10-01
Episode 71 - UST volatility will continue too fall with its lower yield tail. #PolarityRadio 9/26/25
Publicerades 2025-09-29
Episode 70 - 3 vectors will drive up the $ and destroy NDX earnings growth. #PolarityRadio 9/24/25
Publicerades 2025-09-25
Episode 69 - We are joined by Mike Hobart for a great episode. #PolarityRadio 9/22/25
Publicerades 2025-09-23
Episode 68 - Capital flow, friction, and fiction. Powell's part in these. #PolarityRadio 9/21/25.
Publicerades 2025-09-23
Episode 67 - Treasury vega is melting with all vegas. RFIX. #PolarityRadio 9/18/25
Publicerades 2025-09-19
Episode 66 - The RFIX PM will be explaining it offline to me. #PolarityRadio 9/17/25
Publicerades 2025-09-18
Episode 65 - 3Y low 30Y mortgage rates, Atlanta Fed 3.4%. 3Y UST 3.5%. #PolarityRadio 9/16/25
Publicerades 2025-09-18
Episode 64 - New YTD low 30Y fixed mortgage rate. Euro + tech will follow. #PolarityRadio 9/15/25
Publicerades 2025-09-18

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

89 Avsnitt

Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25

Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25

Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25

Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25

Episode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25

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

Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25

Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25

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

Episode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25

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

Episode 72 - The yield curve is deflating. Ultrabond is beating NDX. #PolarityRadio 9/29/25

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

Episode 70 - 3 vectors will drive up the $ and destroy NDX earnings growth. #PolarityRadio 9/24/25

Episode 69 - We are joined by Mike Hobart for a great episode. #PolarityRadio 9/22/25

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

Episode 67 - Treasury vega is melting with all vegas. RFIX. #PolarityRadio 9/18/25

Episode 66 - The RFIX PM will be explaining it offline to me. #PolarityRadio 9/17/25

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

Episode 64 - New YTD low 30Y fixed mortgage rate. Euro + tech will follow. #PolarityRadio 9/15/25