Polarity Radio with David Levenson

Episode 95 - Dollar strenght will deflate the AI Crypto bubble. #PolarityRadio 11/19/25

Episode 94 - What happens when people notice BTC's debasement? Watch DVOL! #PolarityRadio 11/16/25

Episode 93 - Volatility markets are losing liquidity. Beware! 11/11/25 #PolarityRadio

Episode 92 - DDS Duration Derangement Syndrome. Inflation vs Deflation. #PolarityRadio 11/9/25

Episode 91 - Beta capital flight is inescapable. AI reality strikes. #PolarityRadio 11/6/25

Episode 90 - What is a beta shear stress? the $ is the AI deathknell. #PolarityRadio 11/4/25

Episode 89 - Low MOVE is driving the MVE (Mortgage Volatility Engine). #PolarityRadio 10/31/25

Episode 88 - Powell spoofed the market on QT. Why? ZROZ/QQQ, ZROZ/BTC. #PolarityRadio 10/30/25

Episode 87 - NVDA higher is -ERP. ZROZ is +ERP. Who wins? #PolarityRadio 10/28/25

Episode 86 - Curve flattening 5/30 2/10 10/30. Bad for yields SPY QQQ. #PolarityRadio 10/27/25

Episode 85 - The myth of Covid - 19 era mortgage coupon driven inertia. #PolarityRadio 10/26/25

Episode 84 - Volatility is exiting the sovereign market. Bad 4 banks. #PolarityRadio 10/23/25

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