Polarity Radio with David Levenson

Episode 49 - MOVE UMBS. Why are housing related equities surging? #PolarityRadio 8/1/25

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

Episode 48 - UST bond liquidity is rising. Data is largely priced in. #PolarityRadio 8/11/25

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

Episode 47 - Coppers collapse signals bank death. This is not a correction. #PolarityRadio 8/7/25

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

Episode 46 - What is a bank? B/D curve + credit. MCBs bill shrink massively! #PolarityRadio 8/6/25

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

Episode 45 - MC banks + NDX + SMH + mortgage rates + UB rates have peaked. #PolarityRadio 8/5/25

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

Episode 44 - The inflation narrative is coming under assault with NASDAQ. #PolarityRadio 8/1/25

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

Episode 43 - MOVE broke down. VIX bottomed Tuesday. Re-coherence. #PolarityRadio 8/1/25

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

Episode 42 - The curve has broken down and MOVE is about to join it. #PolarityRadio 7/30/25

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

Episode 41 - VIX local trough. Curve breakdown. DXY/SPX convergence. #PolarityRadio 7/29/25

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

Episode 40 - The decay of M2 growth has begun. I = MC ^ 2 NDX has peaked. #PolarityRadio 7/28/25

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