99 Episoade

  1. Episode 93 - Volatility markets are losing liquidity. Beware! 11/11/25 #PolarityRadio

    Publicat: 13.11.2025

  2. Episode 92 - DDS Duration Derangement Syndrome. Inflation vs Deflation. #PolarityRadio 11/9/25

    Publicat: 10.11.2025

  3. Episode 91 - Beta capital flight is inescapable. AI reality strikes. #PolarityRadio 11/6/25

    Publicat: 07.11.2025

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

    Publicat: 05.11.2025

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

    Publicat: 03.11.2025

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

    Publicat: 31.10.2025

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

    Publicat: 29.10.2025

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

    Publicat: 28.10.2025

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

    Publicat: 27.10.2025

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

    Publicat: 24.10.2025

  11. Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25

    Publicat: 23.10.2025

  12. Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25

    Publicat: 22.10.2025

  13. Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25

    Publicat: 21.10.2025

  14. Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25

    Publicat: 17.10.2025

  15. Episode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25

    Publicat: 17.10.2025

  16. Episode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25

    Publicat: 13.10.2025

  17. Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25

    Publicat: 13.10.2025

  18. Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25

    Publicat: 12.10.2025

  19. Episode 75 - The market's plumbing is leaking. MOVE is losing kurtosis. #PolarityRadio 10/9/25

    Publicat: 10.10.2025

  20. Episode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25

    Publicat: 07.10.2025

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

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