Polarity Radio with David Levenson

Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25

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

Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25

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

Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25

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

Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25

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

Episode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25

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

Episode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25

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

Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25

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

Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25

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

Episode 75 - The market's plumbing is leaking. MOVE is losing kurtosis. #PolarityRadio 10/9/25

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

Episode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25

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