PODCAST · business
Polarity Radio with David Levenson
by David Levenson
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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136
Episode 130 - Policy equivalence. Swing trend lines and vega congruity. #PolarityRadio 2/1/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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135
Episode 129 - Global deleveraging is accelerating. It won't stop in 2026. #PolarityRadio 1/31/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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134
Episode 128 - Software will drag hardware into a bear market. #PolarityRadio 1/30/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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133
Episode 127 - Don't let the shiny object fool you. We are losing liquidity. #PolarityRadio 1/28/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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132
Episode 126 - Mortgage rates continue lower with treasury volatility. #PolarityRadio 1/27/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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131
Episode 125 - The markets plumbing is losing pressure. Crypto leakage. #PolarityRadio 1/25/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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130
Episode 124 - Accelerating UMBS prepayments are starting to bid bonds. #PolarityRadio 1/24/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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129
Episode 123 - Watch capital flow. BTC to TOL, IGV to ITB NDX to UMBS. #PolarityRadio 1/23/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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128
Episode 122 - MSTR dragging BTC, QQQ, and mortgage rates lower. #PolarityRadio 1/22/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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127
Episode 121 - IGV, MSFT, MSTR, UMBS. Yield meltdown. #PolarityRadio 1/21/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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126
Episode 120 - Acclerating decay in MAMA FAANGM. Mortgage rates. #PolarityRadio 1/17/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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125
Episode 119 - NVDA must reach a 1 year low price. #PolarityRadio 1/20/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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124
Episode 118 - Tech and communications capital flight into low beta. #PolarityRadio 1/13/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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123
Episode 117 - DXY softened on Powell, but it won't help EM currencies. #PolarityRadio 1/11/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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122
Episode 116 - Trump trumped Powell. Low beta dominance. #Polarity Radio 1/9/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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121
Episode 115 - Atlanta Fed rose 270bps. 30Y mortgage 2bps lower. Lower rates,
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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120
Episode 114 - Venezuela will send the US 50 millions barrels of oil. #PolarityRadio 1/6/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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119
Episode 113 - The week, month, and quarter ahead. #PolarityRadio 1/4/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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118
Episode 112 - Venezuela's impact on markets in H1 26. #PolarityRadio 1/3/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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117
Episode 111 - Preview innovation deflation and bitcoin decay. #PolarityRadio 1/2/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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116
Episode 110 - Countdown to the genesis sequential BTC down year. #PolarityRadio 1/1/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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115
Episode 109 - Acceleration of beta Bitcoin and rate deflation. #PolarityRadio 12/31/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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114
Episode 108 - Falling rates. ABCDE. Accelerating C19 Bitcoin Decimal Evaporation.
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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113
Episode 107 - Silver's rising entropy will not return to crypto this decade. #PolarityRadio 12/27/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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112
Episode 106 - Bitcoin & 2y yield deflation. SMH momentum decay. #PolarityRadio 12/26/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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111
Episode 105 - Subscriber level information on open spaces with charts. #PolarityRadio 12/25/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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110
Episode 104 - The NDX and Bitcoin law apogee. 10 ^ - 1 or -2. #PolarityRadio 12//21/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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109
Episode 103 - The organized decay of beta continues. What signals are there? #PolarityRadio 12/17/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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108
Episode 102 - Oil, Gasoline, Bitcoin volatility are all sliding. Watch! #PolarityRadio 12/16/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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107
Episode 101 - The market is organized. BTC is leading the NDX lower. #PolarityRadio 12/15/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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106
Episode 100 - The organized decay of beta continues. What signals are there? #PolarityRadio 12/17/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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105
Episode 99 - What the Fed really said. Rates reaction is anemic. #PolarityRadio 12/10/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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104
Episode 98 - Bitcoin can fall 1, 2, or 3 decimals. HODL is financial fentanyl. #PolarityRadio 12/6/25
David Levenson discusses the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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103
Episode 97 - What is BTPS? Why will that drive BTC below 10k or 1k? #PolarityRadio 11/29/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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102
Episode 96 - Subscribers spaces. #PolarityRadio 11/25/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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101
Episode 95 - Dollar strenght will deflate the AI Crypto bubble. #PolarityRadio 11/19/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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100
Episode 94 - What happens when people notice BTC's debasement? Watch DVOL! #PolarityRadio 11/16/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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99
Episode 93 - Volatility markets are losing liquidity. Beware! 11/11/25 #PolarityRadio
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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98
Episode 92 - DDS Duration Derangement Syndrome. Inflation vs Deflation. #PolarityRadio 11/9/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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97
Episode 91 - Beta capital flight is inescapable. AI reality strikes. #PolarityRadio 11/6/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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96
Episode 90 - What is a beta shear stress? the $ is the AI deathknell. #PolarityRadio 11/4/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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95
Episode 89 - Low MOVE is driving the MVE (Mortgage Volatility Engine). #PolarityRadio 10/31/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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94
Episode 88 - Powell spoofed the market on QT. Why? ZROZ/QQQ, ZROZ/BTC. #PolarityRadio 10/30/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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93
Episode 87 - NVDA higher is -ERP. ZROZ is +ERP. Who wins? #PolarityRadio 10/28/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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92
Episode 86 - Curve flattening 5/30 2/10 10/30. Bad for yields SPY QQQ. #PolarityRadio 10/27/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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91
Episode 85 - The myth of Covid - 19 era mortgage coupon driven inertia. #PolarityRadio 10/26/25
David Levenson breaks down the mechanics of modern markets live on X. This podcast archives those discussions.
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90
Episode 84 - Volatility is exiting the sovereign market. Bad 4 banks. #PolarityRadio 10/23/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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89
Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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88
Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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87
Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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Frequently Asked Questions
How many episodes does Polarity Radio with David Levenson have?
Polarity Radio with David Levenson currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Polarity Radio with David Levenson about?
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
How often does Polarity Radio with David Levenson release new episodes?
Polarity Radio with David Levenson has 50 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Polarity Radio with David Levenson?
You can listen to Polarity Radio with David Levenson on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Polarity Radio with David Levenson?
Polarity Radio with David Levenson is created and hosted by David Levenson.
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