Polarity Radio with David Levenson

Episode 90 - What is a beta shear stress? the $ is the AI deathknell. #PolarityRadio 11/4/25

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

Episode 89 - Low MOVE is driving the MVE (Mortgage Volatility Engine). #PolarityRadio 10/31/25

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

Episode 88 - Powell spoofed the market on QT. Why? ZROZ/QQQ, ZROZ/BTC. #PolarityRadio 10/30/25

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

Episode 87 - NVDA higher is -ERP. ZROZ is +ERP. Who wins? #PolarityRadio 10/28/25

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

Episode 86 - Curve flattening 5/30 2/10 10/30. Bad for yields SPY QQQ. #PolarityRadio 10/27/25

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

Episode 85 - The myth of Covid - 19 era mortgage coupon driven inertia. #PolarityRadio 10/26/25

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

Episode 84 - Volatility is exiting the sovereign market. Bad 4 banks. #PolarityRadio 10/23/25

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

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.