Polarity Radio with David Levenson

99 Episodes

1. Episode 33 - The MOVE is absorbing policy interference very well. #PolarityRadio 7/17/25

   Published: 7/18/2025
2. Episode 32 - $ resilience and MOVE rate suppresion despite policy. #PolarityRadio 7/16/25

   Published: 7/17/2025
3. Episode 31 - The $ signal is unmistakeable. $ liquidity is decaying. #PolarityRadio 7/15/25

   Published: 7/16/2025
4. Episode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25

   Published: 7/14/2025
5. Episode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25

   Published: 7/11/2025
6. Polarity Pivot Podcast (7/9/25) - Prompt Vega suppression bond and interest rate sensitive rally. #PolarityRadio

   Published: 7/10/2025
7. Episode 28 - Dollar strength is broadening. This kills M2 growth + liquidity. #PolarityRadio 7/8/25

   Published: 7/9/2025
8. Episode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25

   Published: 7/8/2025
9. Episode 26 - Bubble deflation everywhere. NDX GOLD BTC. Yen, Pound, Euro. MOVE yields. #PolarityRadio 7/6/25

   Published: 7/7/2025
10. Episode 25 - MOVE will drag down FAANGMT. Our most important episode ever. #PolarityRadio 7/3/25

    Published: 7/4/2025
11. Episode 24 - Dollar strength is accelerating and that's bad for NDX. #PolarityRadio 7/23/25

    Published: 7/3/2025
12. Episode 23 - The dollar is strengthening as rates continue their decline. #PolarityRadio 7/2/25

    Published: 7/3/2025
13. Episode 22 - The cheapest thing in the world, bond skew. Deflation. #PolarityRadio 7/1/25

    Published: 7/2/2025
14. Polarity Pivot Podcast (6/29/25) - Prompt MOVE index deflation will drive rates and gold lower. #PolarityRadio

    Published: 6/30/2025
15. Episode 21 - MOVE index deflation is accelerating. Rates will fall further. #PolarityRadio 6/29/25

    Published: 6/30/2025
16. Episode 20 - The MOVE is screaming rates will melt NDX/DIA too! #PolarityRadio 6/27/25

    Published: 6/28/2025
17. Episode 19 - Rates won't stop melting down. NVDA NDX GLD BTC will follow. #PolarityRadio 6/26/25

    Published: 6/27/2025
18. Episode 18 - The credit bubble is failing. Gold, rates, GOOG soon. #PolarityRadio 6/24/25

    Published: 6/25/2025
19. Episode 17 - Paused flattener and NDX NVDA bear market policy superposition. #PolarityRadio 6/23/25

    Published: 6/25/2025
20. Polarity Pivot Podcast (6/22/25) - NDX NVDA SMH GOOG AAPL bear market is starting with bond bull. #PolarityRadio

    Published: 6/23/2025