Polarity Radio with David Levenson

Episode 21 - MOVE index deflation is accelerating. Rates will fall further. #PolarityRadio 6/29/25

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

Episode 20 - The MOVE is screaming rates will melt NDX/DIA too! #PolarityRadio 6/27/25

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

Episode 19 - Rates won't stop melting down. NVDA NDX GLD BTC will follow. #PolarityRadio 6/26/25

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

Episode 18 - The credit bubble is failing. Gold, rates, GOOG soon. #PolarityRadio 6/24/25

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

Episode 17 - Paused flattener and NDX NVDA bear market policy superposition. #PolarityRadio 6/23/25

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

Polarity Pivot Podcast (6/22/25) - NDX NVDA SMH GOOG AAPL bear market is starting with bond bull. #PolarityRadio

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.

Episode 16 - Global yields are declining and will weaken the NASDAQ. #PolarityRadio 6/20/25

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

Episode 15 - What is the yield curve telling us? 2/10 will invert. #PolarityRadio 6/17/26

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

Episode 14 Pt 2 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

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

Episode 14 Pt 1 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

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