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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 40 - The decay of M2 growth has begun. I = MC ^ 2 NDX has peaked. #PolarityRadio 7/28/25 29/07/2025

Episode 39 - QFT. Quantum Finance Theory. Levenson diagrams. Melting Vega. #PolarityRadio 7/27/35 28/07/2025

Episode 38 - Underperforming NDX. Decaying Vega. Curve flattening. #PolarityRadio 7/25/25 28/07/2025

Episode 37 - Liquidity is dying. M2 annihilation. G - > V. #PolarityRadio 7/22/25 22/07/2025

Episode 36 - Approaching prompt roll over of beta is at hand. #PolarityRadio 7/21/25 22/07/2025

Episode 35 - Part 2 of Friday spaces. Vega decay and equity deflation. #PolarityRadio 7/20/25 21/07/2025

Episode 34 - Tech deflation! Nested vega & cross asset compression. E2A2O. #PolarityRadio 7/18/25 19/07/2025

Episode 33 - The MOVE is absorbing policy interference very well. #PolarityRadio 7/17/25 18/07/2025

Episode 32 - $ resilience and MOVE rate suppresion despite policy. #PolarityRadio 7/16/25 17/07/2025

Episode 31 - The $ signal is unmistakeable. $ liquidity is decaying. #PolarityRadio 7/15/25 16/07/2025

Episode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25 14/07/2025

Episode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25 11/07/2025

Polarity Pivot Podcast (7/9/25) - Prompt Vega suppression bond and interest rate sensitive rally. #PolarityRadio 10/07/2025

Episode 28 - Dollar strength is broadening. This kills M2 growth + liquidity. #PolarityRadio 7/8/25 09/07/2025

Episode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25 08/07/2025

Episode 26 - Bubble deflation everywhere. NDX GOLD BTC. Yen, Pound, Euro. MOVE yields. #PolarityRadio 7/6/25 07/07/2025

Episode 25 - MOVE will drag down FAANGMT. Our most important episode ever. #PolarityRadio 7/3/25 04/07/2025

Episode 24 - Dollar strength is accelerating and that's bad for NDX. #PolarityRadio 7/23/25 03/07/2025

Episode 23 - The dollar is strengthening as rates continue their decline. #PolarityRadio 7/2/25 03/07/2025

Episode 22 - The cheapest thing in the world, bond skew. Deflation. #PolarityRadio 7/1/25 02/07/2025

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