Polarity Radio with David Levenson

David Levenson

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

136 episodi

Episode 130 - Policy equivalence. Swing trend lines and vega congruity. #PolarityRadio 2/1/26
5/2/2026
3:13:50
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 129 - Global deleveraging is accelerating. It won't stop in 2026. #PolarityRadio 1/31/26
5/2/2026
3:12:26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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Episode 128 - Software will drag hardware into a bear market. #PolarityRadio 1/30/26
5/2/2026
3:37:04
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 127 - Don't let the shiny object fool you. We are losing liquidity. #PolarityRadio 1/28/26
30/1/2026
2:03:57
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 126 - Mortgage rates continue lower with treasury volatility. #PolarityRadio 1/27/26
30/1/2026
2:53:40
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 125 - The markets plumbing is losing pressure. Crypto leakage. #PolarityRadio 1/25/26
26/1/2026
1:18:15
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 124 - Accelerating UMBS prepayments are starting to bid bonds. #PolarityRadio 1/24/26
26/1/2026
3:18:46
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 123 - Watch capital flow. BTC to TOL, IGV to ITB NDX to UMBS. #PolarityRadio 1/23/26
26/1/2026
5:33:48
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 122 - MSTR dragging BTC, QQQ, and mortgage rates lower. #PolarityRadio 1/22/26
26/1/2026
4:26:49
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Episode 121 - IGV, MSFT, MSTR, UMBS. Yield meltdown. #PolarityRadio 1/21/26
26/1/2026
4:21:27
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

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Polarity Radio with David Levenson

David Levenson

136 episodi

Episode 130 - Policy equivalence. Swing trend lines and vega congruity. #PolarityRadio 2/1/26

Episode 129 - Global deleveraging is accelerating. It won't stop in 2026. #PolarityRadio 1/31/26

Episode 128 - Software will drag hardware into a bear market. #PolarityRadio 1/30/26

Episode 127 - Don't let the shiny object fool you. We are losing liquidity. #PolarityRadio 1/28/26

Episode 126 - Mortgage rates continue lower with treasury volatility. #PolarityRadio 1/27/26

Episode 125 - The markets plumbing is losing pressure. Crypto leakage. #PolarityRadio 1/25/26

Episode 124 - Accelerating UMBS prepayments are starting to bid bonds. #PolarityRadio 1/24/26

Episode 123 - Watch capital flow. BTC to TOL, IGV to ITB NDX to UMBS. #PolarityRadio 1/23/26

Episode 122 - MSTR dragging BTC, QQQ, and mortgage rates lower. #PolarityRadio 1/22/26

Episode 121 - IGV, MSFT, MSTR, UMBS. Yield meltdown. #PolarityRadio 1/21/26