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Latest episodes of the podcast Polarity Radio with David Levenson
Episode 97 - What is BTPS? Why will that drive BTC below 10k or 1k? #PolarityRadio 11/29/25
01/12/2025
Episode 94 - What happens when people notice BTC's debasement? Watch DVOL! #PolarityRadio 11/16/25
17/11/2025
Episode 92 - DDS Duration Derangement Syndrome. Inflation vs Deflation. #PolarityRadio 11/9/25
10/11/2025
Episode 91 - Beta capital flight is inescapable. AI reality strikes. #PolarityRadio 11/6/25
07/11/2025
Episode 90 - What is a beta shear stress? the $ is the AI deathknell. #PolarityRadio 11/4/25
05/11/2025
Episode 89 - Low MOVE is driving the MVE (Mortgage Volatility Engine). #PolarityRadio 10/31/25
03/11/2025
Episode 88 - Powell spoofed the market on QT. Why? ZROZ/QQQ, ZROZ/BTC. #PolarityRadio 10/30/25
31/10/2025
Episode 86 - Curve flattening 5/30 2/10 10/30. Bad for yields SPY QQQ. #PolarityRadio 10/27/25
28/10/2025
Episode 85 - The myth of Covid - 19 era mortgage coupon driven inertia. #PolarityRadio 10/26/25
27/10/2025
Episode 84 - Volatility is exiting the sovereign market. Bad 4 banks. #PolarityRadio 10/23/25
24/10/2025
Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25
23/10/2025
Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25
22/10/2025
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