Polarity Radio with David Levenson

Episode 67 - Treasury vega is melting with all vegas. RFIX. #PolarityRadio 9/18/25

Episode 66 - The RFIX PM will be explaining it offline to me. #PolarityRadio 9/17/25

Episode 65 - 3Y low 30Y mortgage rates, Atlanta Fed 3.4%. 3Y UST 3.5%. #PolarityRadio 9/16/25

Episode 64 - New YTD low 30Y fixed mortgage rate. Euro + tech will follow. #PolarityRadio 9/15/25

Episode 63 - The UST volatility curve is flattening. UST will follow. #PolarityRadio 9/13/25

Episode 62 The flattening curve is driving down mortgage rates. #PolarityRadio 9/12/25

Episode 61 - The curve will invert and drag down yields, Euro, NDX, BTC. #PolarityRadio 9/10/25

Episode 60 - The yield curve will invert and bid the $ it's bad 4 tech. #PolarityRadio 9/9/25

Episode 59 - Rates won't stop falling. The Euro & tech are next. #PolarityRadio 9/8/25

Episode 58 - The system has checkmated Powell. Rates, tech, crypto, MSTR will fall. #PolarityRadio 9/7/25

Episode 57 - Mortgage rates will drive software then FAANG lower. #PolarityRadio 04/09/25

Episode 56 - 36 month low ARM rate. Ignore bonds, watch 2s & 10s. #PolarityRadio 9/3/25

Episode 54 - The 3Y is now 79 bps below FFR. Dec 26 FFR is 2.935. #PolarityRadio 8/27/25

Episode 53 - Powell's Gordian Cut. Cut or not. Does not matter. Rates melt. #PolarityRadio 8/25/25

Episode 52 - St Barts review. Cresting credit & crypto bubble. #B7C3 2026 #PolarityRadio 8/24/25

Episode 51 - Acid Caital recasp St Barts camp/ VXN/VIX XPH/BTC. #PolarityRadio 8/21/25

Episode 50 - UST volatility continues decaying as liquidity increases. #PolarityRadio 8/14/25

Episode 49 - MOVE UMBS. Why are housing related equities surging? #PolarityRadio 8/1/25

Episode 48 - UST bond liquidity is rising. Data is largely priced in. #PolarityRadio 8/11/25

Episode 47 - Coppers collapse signals bank death. This is not a correction. #PolarityRadio 8/7/25