Polarity Radio with David Levenson

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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.