Polarity Radio with David Levenson
A podcast by David Levenson
90 Episoade
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Episode 44 - The inflation narrative is coming under assault with NASDAQ. #PolarityRadio 8/1/25
Publicat: 04.08.2025 -
Episode 43 - MOVE broke down. VIX bottomed Tuesday. Re-coherence. #PolarityRadio 8/1/25
Publicat: 01.08.2025 -
Episode 42 - The curve has broken down and MOVE is about to join it. #PolarityRadio 7/30/25
Publicat: 31.07.2025 -
Episode 41 - VIX local trough. Curve breakdown. DXY/SPX convergence. #PolarityRadio 7/29/25
Publicat: 30.07.2025 -
Episode 40 - The decay of M2 growth has begun. I = MC ^ 2 NDX has peaked. #PolarityRadio 7/28/25
Publicat: 29.07.2025 -
Episode 39 - QFT. Quantum Finance Theory. Levenson diagrams. Melting Vega. #PolarityRadio 7/27/35
Publicat: 28.07.2025 -
Episode 38 - Underperforming NDX. Decaying Vega. Curve flattening. #PolarityRadio 7/25/25
Publicat: 28.07.2025 -
Episode 37 - Liquidity is dying. M2 annihilation. G - > V. #PolarityRadio 7/22/25
Publicat: 23.07.2025 -
Episode 36 - Approaching prompt roll over of beta is at hand. #PolarityRadio 7/21/25
Publicat: 22.07.2025 -
Episode 35 - Part 2 of Friday spaces. Vega decay and equity deflation. #PolarityRadio 7/20/25
Publicat: 21.07.2025 -
Episode 34 - Tech deflation! Nested vega & cross asset compression. E2A2O. #PolarityRadio 7/18/25
Publicat: 19.07.2025 -
Episode 33 - The MOVE is absorbing policy interference very well. #PolarityRadio 7/17/25
Publicat: 18.07.2025 -
Episode 32 - $ resilience and MOVE rate suppresion despite policy. #PolarityRadio 7/16/25
Publicat: 17.07.2025 -
Episode 31 - The $ signal is unmistakeable. $ liquidity is decaying. #PolarityRadio 7/15/25
Publicat: 16.07.2025 -
Episode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25
Publicat: 14.07.2025 -
Episode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25
Publicat: 11.07.2025 -
Polarity Pivot Podcast (7/9/25) - Prompt Vega suppression bond and interest rate sensitive rally. #PolarityRadio
Publicat: 10.07.2025 -
Episode 28 - Dollar strength is broadening. This kills M2 growth + liquidity. #PolarityRadio 7/8/25
Publicat: 09.07.2025 -
Episode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25
Publicat: 08.07.2025 -
Episode 26 - Bubble deflation everywhere. NDX GOLD BTC. Yen, Pound, Euro. MOVE yields. #PolarityRadio 7/6/25
Publicat: 07.07.2025
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
