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Polarity Radio with David Levenson

Por: David Levenson

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

106 episodios disponibles

Latest episodes of the podcast Polarity Radio with David Levenson

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Episode 60 - The yield curve will invert and bid the $ it's bad 4 tech. #PolarityRadio 9/9/25 10/09/2025

Episode 59 - Rates won't stop falling. The Euro & tech are next. #PolarityRadio 9/8/25 09/09/2025

Episode 58 - The system has checkmated Powell. Rates, tech, crypto, MSTR will fall. #PolarityRadio 9/7/25 09/09/2025

Episode 57 - Mortgage rates will drive software then FAANG lower. #PolarityRadio 04/09/25 04/09/2025

Episode 56 - 36 month low ARM rate. Ignore bonds, watch 2s & 10s. #PolarityRadio 9/3/25 04/09/2025

Episode 55 - The 3Y UST & 7/6 ARM telling us there is no inflation. #PolarityRadio 8/28/25 29/08/2025

Episode 54 - The 3Y is now 79 bps below FFR. Dec 26 FFR is 2.935. #PolarityRadio 8/27/25 28/08/2025

Episode 53 - Powell's Gordian Cut. Cut or not. Does not matter. Rates melt. #PolarityRadio 8/25/25 25/08/2025

Episode 52 - St Barts review. Cresting credit & crypto bubble. #B7C3 2026 #PolarityRadio 8/24/25 25/08/2025

Episode 51 - Acid Caital recasp St Barts camp/ VXN/VIX XPH/BTC. #PolarityRadio 8/21/25 22/08/2025

Episode 50 - UST volatility continues decaying as liquidity increases. #PolarityRadio 8/14/25 15/08/2025

Episode 49 - MOVE UMBS. Why are housing related equities surging? #PolarityRadio 8/1/25 13/08/2025

Episode 48 - UST bond liquidity is rising. Data is largely priced in. #PolarityRadio 8/11/25 12/08/2025

Episode 47 - Coppers collapse signals bank death. This is not a correction. #PolarityRadio 8/7/25 08/08/2025

Episode 46 - What is a bank? B/D curve + credit. MCBs bill shrink massively! #PolarityRadio 8/6/25 07/08/2025

Episode 45 - MC banks + NDX + SMH + mortgage rates + UB rates have peaked. #PolarityRadio 8/5/25 06/08/2025

Episode 44 - The inflation narrative is coming under assault with NASDAQ. #PolarityRadio 8/1/25 04/08/2025

Episode 43 - MOVE broke down. VIX bottomed Tuesday. Re-coherence. #PolarityRadio 8/1/25 01/08/2025

Episode 42 - The curve has broken down and MOVE is about to join it. #PolarityRadio 7/30/25 31/07/2025

Episode 41 - VIX local trough. Curve breakdown. DXY/SPX convergence. #PolarityRadio 7/29/25 30/07/2025

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