Polarity Radio with David Levenson

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

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

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

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

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

Polarity Pivot Podcasts are important episodes that preceded or coincide with significant market turning points that we expect will produce longer length price trends.

Polarity Pivot Podcast (4/21/25) - We expect a prompt vega suppression driven rally in FAANGMT. #TMOM

Polarity Pivot Podcasts are important episodes that preceded or coincide with significant market turning points that we expect will produce longer length price trends.

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

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 4 - The pre-eminent trade across all assets is the flattener #TMOM 5/28/25

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 

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

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Episode 2 - The yield flair will fail. The curve will invert. #TMOM

Episode 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.