Polarity Radio with David Levenson

Episode 130 - Policy equivalence. Swing trend lines and vega congruity. #PolarityRadio 2/1/26

Episode 129 - Global deleveraging is accelerating. It won't stop in 2026. #PolarityRadio 1/31/26

Episode 128 - Software will drag hardware into a bear market. #PolarityRadio 1/30/26

Episode 127 - Don't let the shiny object fool you. We are losing liquidity. #PolarityRadio 1/28/26

Episode 126 - Mortgage rates continue lower with treasury volatility. #PolarityRadio 1/27/26

Episode 125 - The markets plumbing is losing pressure. Crypto leakage. #PolarityRadio 1/25/26

Episode 124 - Accelerating UMBS prepayments are starting to bid bonds. #PolarityRadio 1/24/26

Episode 123 - Watch capital flow. BTC to TOL, IGV to ITB NDX to UMBS. #PolarityRadio 1/23/26

Episode 122 - MSTR dragging BTC, QQQ, and mortgage rates lower. #PolarityRadio 1/22/26

Episode 121 - IGV, MSFT, MSTR, UMBS. Yield meltdown. #PolarityRadio 1/21/26

Episode 120 - Acclerating decay in MAMA FAANGM. Mortgage rates. #PolarityRadio 1/17/26

Episode 119 - NVDA must reach a 1 year low price. #PolarityRadio 1/20/26

Episode 118 - Tech and communications capital flight into low beta. #PolarityRadio 1/13/26

Episode 117 - DXY softened on Powell, but it won't help EM currencies. #PolarityRadio 1/11/26

Episode 116 - Trump trumped Powell. Low beta dominance. #Polarity Radio 1/9/26

Episode 115 - Atlanta Fed rose 270bps. 30Y mortgage 2bps lower. Lower rates,

Episode 114 - Venezuela will send the US 50 millions barrels of oil. #PolarityRadio 1/6/26

Episode 113 - The week, month, and quarter ahead. #PolarityRadio 1/4/26

Episode 112 - Venezuela's impact on markets in H1 26. #PolarityRadio 1/3/26

Episode 111 - Preview innovation deflation and bitcoin decay. #PolarityRadio 1/2/26