Polarity Radio with David Levenson

Episode 73 - NASDAQ 100 capital flight is accelerating. AI ~= Fiber. #PolarityRadio 10/3/25

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

Episode 72 - The yield curve is deflating. Ultrabond is beating NDX. #PolarityRadio 9/29/25

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

Episode 71 - UST volatility will continue too fall with its lower yield tail. #PolarityRadio 9/26/25

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

Episode 70 - 3 vectors will drive up the $ and destroy NDX earnings growth. #PolarityRadio 9/24/25

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

Episode 69 - We are joined by Mike Hobart for a great episode. #PolarityRadio 9/22/25

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

Episode 68 - Capital flow, friction, and fiction. Powell's part in these. #PolarityRadio 9/21/25.

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

Episode 67 - Treasury vega is melting with all vegas. RFIX. #PolarityRadio 9/18/25

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

Episode 66 - The RFIX PM will be explaining it offline to me. #PolarityRadio 9/17/25

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

Episode 65 - 3Y low 30Y mortgage rates, Atlanta Fed 3.4%. 3Y UST 3.5%. #PolarityRadio 9/16/25

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

Episode 64 - New YTD low 30Y fixed mortgage rate. Euro + tech will follow. #PolarityRadio 9/15/25

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