EPISODE · Jun 23, 2025 · 1H 10M
Polarity Pivot Podcast (6/22/25) - NDX NVDA SMH GOOG AAPL bear market is starting with bond bull. #PolarityRadio
from Polarity Radio with David Levenson · host David Levenson
This Polarity Pivot Podcast episode is catalyzed by the increase decay period of equity volatility (VIX), treasury volatility (MOVE index) and the risk off signal from Bitcoin that has failed to make a new volatility adjusted high from our April 7, 2025 short cover below 76K to a bullish position in Bitcoin. Bitcoin’s sustained failure to outperform the SP500 over the past 76 days is indicative of deterioration in its volatility and the NDX as well.
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Polarity Pivot Podcast (6/22/25) - NDX NVDA SMH GOOG AAPL bear market is starting with bond bull. #PolarityRadio
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