Polarity Radio with David Levenson

Episode 100 - The organized decay of beta continues. What signals are there? #PolarityRadio 12/17/25

Episode 99 - What the Fed really said. Rates reaction is anemic. #PolarityRadio 12/10/25

Episode 98 - Bitcoin can fall 1, 2, or 3 decimals. HODL is financial fentanyl. #PolarityRadio 12/6/25

Episode 97 - What is BTPS? Why will that drive BTC below 10k or 1k? #PolarityRadio 11/29/25

Episode 96 - Subscribers spaces. #PolarityRadio 11/25/25

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