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Latest episodes of the podcast Polarity Radio with David Levenson
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Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25
17/10/2025
Episode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25
13/10/2025
Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25
13/10/2025
Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25
12/10/2025
Episode 75 - The market's plumbing is leaking. MOVE is losing kurtosis. #PolarityRadio 10/9/25
10/10/2025
Episode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25
07/10/2025
Episode 73 - NASDAQ 100 capital flight is accelerating. AI ~= Fiber. #PolarityRadio 10/3/25
06/10/2025
Episode 72 - The yield curve is deflating. Ultrabond is beating NDX. #PolarityRadio 9/29/25
01/10/2025
Episode 71 - UST volatility will continue too fall with its lower yield tail. #PolarityRadio 9/26/25
29/09/2025
Episode 70 - 3 vectors will drive up the $ and destroy NDX earnings growth. #PolarityRadio 9/24/25
25/09/2025
Episode 68 - Capital flow, friction, and fiction. Powell's part in these. #PolarityRadio 9/21/25.
23/09/2025
Episode 65 - 3Y low 30Y mortgage rates, Atlanta Fed 3.4%. 3Y UST 3.5%. #PolarityRadio 9/16/25
18/09/2025
Episode 64 - New YTD low 30Y fixed mortgage rate. Euro + tech will follow. #PolarityRadio 9/15/25
18/09/2025
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