99 Episodes

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

    Published: 8/25/2025

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

    Published: 8/25/2025

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

    Published: 8/22/2025

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

    Published: 8/15/2025

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

    Published: 8/13/2025

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

    Published: 8/12/2025

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

    Published: 8/8/2025

  8. Episode 46 - What is a bank? B/D curve + credit. MCBs bill shrink massively! #PolarityRadio 8/6/25

    Published: 8/7/2025

  9. Episode 45 - MC banks + NDX + SMH + mortgage rates + UB rates have peaked. #PolarityRadio 8/5/25

    Published: 8/6/2025

  10. Episode 44 - The inflation narrative is coming under assault with NASDAQ. #PolarityRadio 8/1/25

    Published: 8/4/2025

  11. Episode 43 - MOVE broke down. VIX bottomed Tuesday. Re-coherence. #PolarityRadio 8/1/25

    Published: 8/1/2025

  12. Episode 42 - The curve has broken down and MOVE is about to join it. #PolarityRadio 7/30/25

    Published: 7/31/2025

  13. Episode 41 - VIX local trough. Curve breakdown. DXY/SPX convergence. #PolarityRadio 7/29/25

    Published: 7/30/2025

  14. Episode 40 - The decay of M2 growth has begun. I = MC ^ 2 NDX has peaked. #PolarityRadio 7/28/25

    Published: 7/29/2025

  15. Episode 39 - QFT. Quantum Finance Theory. Levenson diagrams. Melting Vega. #PolarityRadio 7/27/35

    Published: 7/28/2025

  16. Episode 38 - Underperforming NDX. Decaying Vega. Curve flattening. #PolarityRadio 7/25/25

    Published: 7/28/2025

  17. Episode 37 - Liquidity is dying. M2 annihilation. G - > V. #PolarityRadio 7/22/25

    Published: 7/23/2025

  18. Episode 36 - Approaching prompt roll over of beta is at hand. #PolarityRadio 7/21/25

    Published: 7/22/2025

  19. Episode 35 - Part 2 of Friday spaces. Vega decay and equity deflation. #PolarityRadio 7/20/25

    Published: 7/21/2025

  20. Episode 34 - Tech deflation! Nested vega & cross asset compression. E2A2O. #PolarityRadio 7/18/25

    Published: 7/19/2025

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