Polarity Radio with David Levenson

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.

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.

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.

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. 

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.

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. 

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. 

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. 

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. 

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.