Polarity Radio with David Levenson

89 Episodes

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

   Published: 10/23/2025
2. Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25

   Published: 10/22/2025
3. Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25

   Published: 10/21/2025
4. Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25

   Published: 10/17/2025
5. Episode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25

   Published: 10/17/2025
6. Episode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25

   Published: 10/13/2025
7. Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25

   Published: 10/13/2025
8. Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25

   Published: 10/12/2025
9. Episode 75 - The market's plumbing is leaking. MOVE is losing kurtosis. #PolarityRadio 10/9/25

   Published: 10/10/2025
10. Episode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25

    Published: 10/7/2025
11. Episode 73 - NASDAQ 100 capital flight is accelerating. AI ~= Fiber. #PolarityRadio 10/3/25

    Published: 10/6/2025
12. Episode 72 - The yield curve is deflating. Ultrabond is beating NDX. #PolarityRadio 9/29/25

    Published: 10/1/2025
13. Episode 71 - UST volatility will continue too fall with its lower yield tail. #PolarityRadio 9/26/25

    Published: 9/29/2025
14. Episode 70 - 3 vectors will drive up the $ and destroy NDX earnings growth. #PolarityRadio 9/24/25

    Published: 9/25/2025
15. Episode 69 - We are joined by Mike Hobart for a great episode. #PolarityRadio 9/22/25

    Published: 9/23/2025
16. Episode 68 - Capital flow, friction, and fiction. Powell's part in these. #PolarityRadio 9/21/25.

    Published: 9/23/2025
17. Episode 67 - Treasury vega is melting with all vegas. RFIX. #PolarityRadio 9/18/25

    Published: 9/19/2025
18. Episode 66 - The RFIX PM will be explaining it offline to me. #PolarityRadio 9/17/25

    Published: 9/18/2025
19. Episode 65 - 3Y low 30Y mortgage rates, Atlanta Fed 3.4%. 3Y UST 3.5%. #PolarityRadio 9/16/25

    Published: 9/18/2025
20. Episode 64 - New YTD low 30Y fixed mortgage rate. Euro + tech will follow. #PolarityRadio 9/15/25

    Published: 9/18/2025