Shows
Polarity Radio with David LevensonEpisode 97 - What is BTPS? Why will that drive BTC below 10k or 1k? #PolarityRadio 11/29/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-12-014h 25Polarity Radio with David LevensonEpisode 96 - Subscribers spaces. #PolarityRadio 11/25/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-11-261h 22Polarity Radio with David LevensonEpisode 95 - Dollar strenght will deflate the AI Crypto bubble. #PolarityRadio 11/19/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-11-191h 45Polarity Radio with David LevensonEpisode 94 - What happens when people notice BTC's debasement? Watch DVOL! #PolarityRadio 11/16/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-11-174h 45Polarity Radio with David LevensonEpisode 93 - Volatility markets are losing liquidity. Beware! 11/11/25 #PolarityRadioDavid Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-11-1350 minPolarity Radio with David LevensonEpisode 92 - DDS Duration Derangement Syndrome. Inflation vs Deflation. #PolarityRadio 11/9/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-11-101h 19Polarity Radio with David LevensonEpisode 91 - Beta capital flight is inescapable. AI reality strikes. #PolarityRadio 11/6/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-11-071h 07Polarity Radio with David LevensonEpisode 90 - What is a beta shear stress? the $ is the AI deathknell. #PolarityRadio 11/4/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-11-052h 13Polarity Radio with David LevensonEpisode 89 - Low MOVE is driving the MVE (Mortgage Volatility Engine). #PolarityRadio 10/31/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-11-032h 37Polarity Radio with David LevensonEpisode 88 - Powell spoofed the market on QT. Why? ZROZ/QQQ, ZROZ/BTC. #PolarityRadio 10/30/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-312h 52Polarity Radio with David LevensonEpisode 87 - NVDA higher is -ERP. ZROZ is +ERP. Who wins? #PolarityRadio 10/28/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-291h 42Polarity Radio with David LevensonEpisode 86 - Curve flattening 5/30 2/10 10/30. Bad for yields SPY QQQ. #PolarityRadio 10/27/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-282h 24Polarity Radio with David LevensonEpisode 85 - The myth of Covid - 19 era mortgage coupon driven inertia. #PolarityRadio 10/26/25David Levenson breaks down the mechanics of modern markets live on X. This podcast archives those discussions.
2025-10-271h 36Polarity Radio with David LevensonEpisode 84 - Volatility is exiting the sovereign market. Bad 4 banks. #PolarityRadio 10/23/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-242h 23Polarity Radio with David LevensonEpisode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-243h 40Polarity Radio with David LevensonEpisode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-223h 19Polarity Radio with David LevensonEpisode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-221h 44Polarity Radio with David LevensonEpisode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-181h 40Polarity Radio with David LevensonEpisode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-1745 minPolarity Radio with David LevensonEpisode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-1329 minPolarity Radio with David LevensonEpisode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-132h 13Polarity Radio with David LevensonEpisode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-123h 03Polarity Radio with David LevensonEpisode 75 - The market's plumbing is leaking. MOVE is losing kurtosis. #PolarityRadio 10/9/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-1037 minPolarity Radio with David LevensonEpisode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-071h 31Polarity Radio with David LevensonEpisode 73 - NASDAQ 100 capital flight is accelerating. AI ~= Fiber. #PolarityRadio 10/3/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-0644 minPolarity Radio with David LevensonEpisode 72 - The yield curve is deflating. Ultrabond is beating NDX. #PolarityRadio 9/29/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-10-0122 minPolarity Radio with David LevensonEpisode 71 - UST volatility will continue too fall with its lower yield tail. #PolarityRadio 9/26/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-2946 minPolarity Radio with David LevensonEpisode 70 - 3 vectors will drive up the $ and destroy NDX earnings growth. #PolarityRadio 9/24/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-251h 13Polarity Radio with David LevensonEpisode 69 - We are joined by Mike Hobart for a great episode. #PolarityRadio 9/22/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-231h 13Polarity Radio with David LevensonEpisode 68 - Capital flow, friction, and fiction. Powell's part in these. #PolarityRadio 9/21/25.David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-2325 minPolarity Radio with David LevensonEpisode 67 - Treasury vega is melting with all vegas. RFIX. #PolarityRadio 9/18/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-191h 27Polarity Radio with David LevensonEpisode 66 - The RFIX PM will be explaining it offline to me. #PolarityRadio 9/17/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-191h 18Polarity Radio with David LevensonEpisode 65 - 3Y low 30Y mortgage rates, Atlanta Fed 3.4%. 3Y UST 3.5%. #PolarityRadio 9/16/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-1947 minPolarity Radio with David LevensonEpisode 64 - New YTD low 30Y fixed mortgage rate. Euro + tech will follow. #PolarityRadio 9/15/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-192h 19Polarity Radio with David LevensonEpisode 63 - The UST volatility curve is flattening. UST will follow. #PolarityRadio 9/13/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-141h 21Polarity Radio with David LevensonEpisode 62 The flattening curve is driving down mortgage rates. #PolarityRadio 9/12/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-1453 minPolarity Radio with David LevensonEpisode 61 - The curve will invert and drag down yields, Euro, NDX, BTC. #PolarityRadio 9/10/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-111h 50Polarity Radio with David LevensonEpisode 60 - The yield curve will invert and bid the $ it's bad 4 tech. #PolarityRadio 9/9/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-101h 30Polarity Radio with David LevensonEpisode 59 - Rates won't stop falling. The Euro & tech are next. #PolarityRadio 9/8/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-0934 minPolarity Radio with David LevensonEpisode 58 - The system has checkmated Powell. Rates, tech, crypto, MSTR will fall. #PolarityRadio 9/7/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-0909 minPolarity Radio with David LevensonEpisode 57 - Mortgage rates will drive software then FAANG lower. #PolarityRadio 04/09/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-0438 minPolarity Radio with David LevensonEpisode 56 - 36 month low ARM rate. Ignore bonds, watch 2s & 10s. #PolarityRadio 9/3/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-042h 18Polarity Radio with David LevensonEpisode 55 - 36.5 month low ARM rate. Ignore bonds, watch 2s & 5s. #PolarityRadio 9/3/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-09-042h 18Polarity Radio with David LevensonEpisode 55 - The 3Y UST & 7/6 ARM telling us there is no inflation. #PolarityRadio 8/28/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-292h 18Polarity Radio with David LevensonEpisode 54 - The 3Y is now 79 bps below FFR. Dec 26 FFR is 2.935. #PolarityRadio 8/27/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-2818 minPolarity Radio with David LevensonEpisode 53 - Powell's Gordian Cut. Cut or not. Does not matter. Rates melt. #PolarityRadio 8/25/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-2623 minPolarity Radio with David LevensonEpisode 52 - St Barts review. Cresting credit & crypto bubble. #B7C3 2026 #PolarityRadio 8/24/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-251h 13Polarity Radio with David LevensonEpisode 51 - Acid Caital recasp St Barts camp/ VXN/VIX XPH/BTC. #PolarityRadio 8/21/25David Levenson breaks down the modern mechanics of markets live on X spaces. This podcast archives those discussions.
2025-08-2224 minPolarity Radio with David LevensonEpisode 50 - UST volatility continues decaying as liquidity increases. #PolarityRadio 8/14/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-151h 29Polarity Radio with David LevensonEpisode 49 - MOVE UMBS. Why are housing related equities surging? #PolarityRadio 8/1/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-1353 minPolarity Radio with David LevensonEpisode 48 - UST bond liquidity is rising. Data is largely priced in. #PolarityRadio 8/11/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-1353 minPolarity Radio with David LevensonEpisode 47 - Coppers collapse signals bank death. This is not a correction. #PolarityRadio 8/7/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-093h 16Polarity Radio with David LevensonEpisode 46 - What is a bank? B/D curve + credit. MCBs bill shrink massively! #PolarityRadio 8/6/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-0742 minPolarity Radio with David LevensonEpisode 45 - MC banks + NDX + SMH + mortgage rates + UB rates have peaked. #PolarityRadio 8/5/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-061h 46Polarity Radio with David LevensonEpisode 44 - The inflation narrative is coming under assault with NASDAQ. #PolarityRadio 8/1/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-042h 38Polarity Radio with David LevensonEpisode 43 - MOVE broke down. VIX bottomed Tuesday. Re-coherence. #PolarityRadio 8/1/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-08-0131 minPolarity Radio with David LevensonEpisode 42 - The curve has broken down and MOVE is about to join it. #PolarityRadio 7/30/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-311h 07Polarity Radio with David LevensonEpisode 41 - VIX local trough. Curve breakdown. DXY/SPX convergence. #PolarityRadio 7/29/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-302h 20Polarity Radio with David LevensonEpisode 40 - The decay of M2 growth has begun. I = MC ^ 2 NDX has peaked. #PolarityRadio 7/28/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-291h 13Polarity Radio with David LevensonEpisode 39 - QFT. Quantum Finance Theory. Levenson diagrams. Melting Vega. #PolarityRadio 7/27/35David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-2834 minPolarity Radio with David LevensonEpisode 38 - Underperforming NDX. Decaying Vega. Curve flattening. #PolarityRadio 7/25/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-2851 minPolarity Radio with David LevensonEpisode 37 - Liquidity is dying. M2 annihilation. G - > V. #PolarityRadio 7/22/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-232h 14Polarity Radio with David LevensonEpisode 36 - Approaching prompt roll over of beta is at hand. #PolarityRadio 7/21/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-221h 24Polarity Radio with David LevensonEpisode 35 - Part 2 of Friday spaces. Vega decay and equity deflation. #PolarityRadio 7/20/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-211h 13Polarity Radio with David LevensonEpisode 34 - Tech deflation! Nested vega & cross asset compression. E2A2O. #PolarityRadio 7/18/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-1935 minPolarity Radio with David LevensonEpisode 33 - The MOVE is absorbing policy interference very well. #PolarityRadio 7/17/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-1837 minPolarity Radio with David LevensonEpisode 32 - $ resilience and MOVE rate suppresion despite policy. #PolarityRadio 7/16/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-1729 minPolarity Radio with David LevensonEpisode 31 - The $ signal is unmistakeable. $ liquidity is decaying. #PolarityRadio 7/15/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-1637 minPolarity Radio with David LevensonEpisode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-144h 01Polarity Radio with David LevensonEpisode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those disucssions.
2025-07-111h 46Polarity Radio with David LevensonPolarity Pivot Podcast (7/9/25) - Prompt Vega suppression bond and interest rate sensitive rally. #PolarityRadioDavid Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-1033 minPolarity Radio with David LevensonEpisode 28 - Dollar strength is broadening. This kills M2 growth + liquidity. #PolarityRadio 7/8/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-091h 23Polarity Radio with David LevensonEpisode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-082h 04Polarity Radio with David LevensonEpisode 26 - Bubble deflation everywhere. NDX GOLD BTC. Yen, Pound, Euro. MOVE yields. #PolarityRadio 7/6/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-0739 minPolarity Radio with David LevensonEpisode 25 - MOVE will drag down FAANGMT. Our most important episode ever. #PolarityRadio 7/3/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-042h 28Polarity Radio with David LevensonEpisode 24 - Dollar strength is accelerating and that's bad for NDX. #PolarityRadio 7/23/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-0337 minPolarity Radio with David LevensonEpisode 23 - The dollar is strengthening as rates continue their decline. #PolarityRadio 7/2/25David Levenson breaks down the mechanics of markets live on X spaces. This podcast archives those discussions.
2025-07-0355 minPolarity Radio with David LevensonEpisode 22 - The cheapest thing in the world, bond skew. Deflation. #PolarityRadio 7/1/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-07-021h 07Polarity Radio with David LevensonPolarity Pivot Podcast (6/29/25) - Prompt MOVE index deflation will drive rates and gold lower. #PolarityRadioDavid Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-3039 minPolarity Radio with David LevensonEpisode 21 - MOVE index deflation is accelerating. Rates will fall further. #PolarityRadio 6/29/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-301h 25Polarity Radio with David LevensonEpisode 20 - The MOVE is screaming rates will melt NDX/DIA too! #PolarityRadio 6/27/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-2844 minPolarity Radio with David LevensonEpisode 19 - Rates won't stop melting down. NVDA NDX GLD BTC will follow. #PolarityRadio 6/26/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-272h 46Polarity Radio with David LevensonEpisode 18 - The credit bubble is failing. Gold, rates, GOOG soon. #PolarityRadio 6/24/25David Levenson breaks down the mechanics of markets live on X spaces. This podcast archives those discussions.
2025-06-2553 minPolarity Radio with David LevensonEpisode 17 - Paused flattener and NDX NVDA bear market policy superposition. #PolarityRadio 6/23/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-2544 minPolarity Radio with David LevensonEpisode 16 - Global yields are declining and will weaken the NASDAQ. #PolarityRadio 6/20/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-211h 54Polarity Radio with David LevensonEpisode 15 - What is the yield curve telling us? 2/10 will invert. #PolarityRadio 6/17/26David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-1810 minPolarity Radio with David LevensonEpisode 14 Pt 2 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-162h 27Polarity Radio with David LevensonEpisode 14 Pt 1 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-161h 10Polarity Radio with David LevensonEpisode 13 - The 2/10 curve is the best global M2 growth barometer.#PolarityRadio 6/14/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-1632 minPolarity Radio with David LevensonEpisode 12 - The weekly 2/10 curve close was weak. It will fail! #PolarityRadio 6/13/2025David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-161h 27Polarity Radio with David LevensonEpisode 11 - The yield curve will invert and drive the dollar up. #PolarityRadio 6/12/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-132h 01Polarity Radio with David LevensonEpisode 10 - The Yield curve will invert. Inflation is melting. #PolarityRadio 6/11/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-122h 44Polarity Radio with David LevensonEpisode 9 - Our 5/16/25 flattener forecast is about to breach support. #PolarityRadio 6/10/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-111h 40Polarity Radio with David LevensonEpisode 8 - Flattening 2/10, NOB (10/30), VIX crush 60 -> 16. #PolarityRadio 6/6/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-071h 39Polarity Radio with David LevensonEpisode 7 - Curve flattening, NOB, bond yields and tech will fall. #TMOM 6/5/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-06-061h 56Polarity Radio with David LevensonEpisode 6 - Curve flattening, lower yields, decaying BTC strength. #TMOM 5/30/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-05-3154 minPolarity Radio with David LevensonEpisode 5 - The 23M 2/10 flattener is the markets biggest pain trade. #TMOM 5/29/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-05-301h 26Polarity Radio with David LevensonEpisode 4 - The pre-eminent trade across all assets is the flattener #TMOM 5/28/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-05-293h 22Polarity Radio with David LevensonEpisode 3 - The 23 month curve trade is breaking down. Learn why! #TMOM 5/27/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2025-05-282h 57Polarity Radio with David LevensonEpisode 1 - The 23 month steepener is failing. It will destroy m2 growth. #TMOM 5/20/25"David Levenson breaks down the mechanics of modern markets live on X Spaces. This podcast archives those discussions.
2025-05-2257 min