Polarity Radio with David Levenson

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.

Episode 63 - The UST volatility curve is flattening. UST will follow. #PolarityRadio 9/13/25

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

Episode 62 The flattening curve is driving down mortgage rates. #PolarityRadio 9/12/25

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

Episode 61 - The curve will invert and drag down yields, Euro, NDX, BTC. #PolarityRadio 9/10/25

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

Episode 60 - The yield curve will invert and bid the $ it's bad 4 tech. #PolarityRadio 9/9/25

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

Episode 59 - Rates won't stop falling. The Euro & tech are next. #PolarityRadio 9/8/25

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