Polarity Radio with David Levenson

99 Episodes

1. Episode 73 - NASDAQ 100 capital flight is accelerating. AI ~= Fiber. #PolarityRadio 10/3/25

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

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

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

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

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

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

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

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

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

    Published: 9/18/2025
11. Episode 63 - The UST volatility curve is flattening. UST will follow. #PolarityRadio 9/13/25

    Published: 9/14/2025
12. Episode 62 The flattening curve is driving down mortgage rates. #PolarityRadio 9/12/25

    Published: 9/14/2025
13. Episode 61 - The curve will invert and drag down yields, Euro, NDX, BTC. #PolarityRadio 9/10/25

    Published: 9/11/2025
14. Episode 60 - The yield curve will invert and bid the $ it's bad 4 tech. #PolarityRadio 9/9/25

    Published: 9/10/2025
15. Episode 59 - Rates won't stop falling. The Euro & tech are next. #PolarityRadio 9/8/25

    Published: 9/9/2025
16. Episode 58 - The system has checkmated Powell. Rates, tech, crypto, MSTR will fall. #PolarityRadio 9/7/25

    Published: 9/9/2025
17. Episode 57 - Mortgage rates will drive software then FAANG lower. #PolarityRadio 04/09/25

    Published: 9/4/2025
18. Episode 56 - 36 month low ARM rate. Ignore bonds, watch 2s & 10s. #PolarityRadio 9/3/25

    Published: 9/4/2025
19. Episode 55 - The 3Y UST & 7/6 ARM telling us there is no inflation. #PolarityRadio 8/28/25

    Published: 8/29/2025
20. Episode 54 - The 3Y is now 79 bps below FFR. Dec 26 FFR is 2.935. #PolarityRadio 8/27/25

    Published: 8/28/2025