Polarity Radio with David Levenson

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

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

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

11-19

01:45:44

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

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

11-17

04:45:32

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

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

11-13

50:29

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

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

11-10

01:19:47

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

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

11-07

01:07:43

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

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

11-05

02:13:08

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

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

11-03

02:37:35

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

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

10-31

02:52:09

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

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

10-29

01:42:28

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

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

10-28

02:24:03

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

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

10-27

01:36:25

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

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

10-24

02:23:46

Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25

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

10-23

03:40:34

Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25

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

10-22

03:19:02

Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25

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

10-21

01:44:25

Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25

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

10-17

01:40:51

Episode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25

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

10-17

45:19

Episode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25

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

10-13

29:07

Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25

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

10-13

02:13:02

Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25

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

10-12

03:03:26

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