Polarity Radio with David Levenson

99 Episodes

1. Episode 16 - Global yields are declining and will weaken the NASDAQ. #PolarityRadio 6/20/25

   Published: 6/20/2025
2. Episode 15 - What is the yield curve telling us? 2/10 will invert. #PolarityRadio 6/17/26

   Published: 6/18/2025
3. Episode 14 Pt 2 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

   Published: 6/16/2025
4. Episode 14 Pt 1 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

   Published: 6/16/2025
5. Episode 13 - The 2/10 curve is the best global M2 growth barometer.#PolarityRadio 6/14/25

   Published: 6/16/2025
6. Episode 12 - The weekly 2/10 curve close was weak. It will fail! #PolarityRadio 6/13/2025

   Published: 6/16/2025
7. Episode 11 - The yield curve will invert and drive the dollar up. #PolarityRadio 6/12/25

   Published: 6/13/2025
8. Episode 10 - The Yield curve will invert. Inflation is melting. #PolarityRadio 6/11/25

   Published: 6/12/2025
9. Episode 9 - Our 5/16/25 flattener forecast is about to breach support. #PolarityRadio 6/10/25

   Published: 6/11/2025
10. Episode 8 - Flattening 2/10, NOB (10/30), VIX crush 60 -> 16. #PolarityRadio 6/6/25

    Published: 6/7/2025
11. Episode 7 - Curve flattening, NOB, bond yields and tech will fall. #TMOM 6/5/25

    Published: 6/6/2025
12. Episode 6 - Curve flattening, lower yields, decaying BTC strength. #TMOM 5/30/25

    Published: 5/31/2025
13. Polarity Pivot Podcast (5/16/25) - The most important trade is breaking down the 2/10 curve. #TMOM

    Published: 5/31/2025
14. Polarity Pivot Podcast (4/21/25) - We expect a prompt vega suppression driven rally in FAANGMT. #TMOM

    Published: 5/31/2025
15. Episode 5 - The 23M 2/10 flattener is the markets biggest pain trade. #TMOM 5/29/25

    Published: 5/30/2025
16. Episode 4 - The pre-eminent trade across all assets is the flattener #TMOM 5/28/25

    Published: 5/29/2025
17. Episode 3 - The 23 month curve trade is breaking down. Learn why! #TMOM 5/27/25

    Published: 5/28/2025
18. Episode 2 - The yield flair will fail. The curve will invert. #TMOM

    Published: 5/23/2025
19. Episode 1 - The 23 month steepener is failing. It will destroy m2 growth. #TMOM 5/20/25

    Published: 5/22/2025