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Polarity Radio with David Levenson episodes
- Episode 130 - Policy equivalence. Swing trend lines and vega congruity. #PolarityRadio 2/1/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
3 hr 14 min - Episode 129 - Global deleveraging is accelerating. It won't stop in 2026. #PolarityRadio 1/31/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
3 hr 13 min - Episode 128 - Software will drag hardware into a bear market. #PolarityRadio 1/30/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
3 hr 38 min - Episode 127 - Don't let the shiny object fool you. We are losing liquidity. #PolarityRadio 1/28/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2 hr 4 min - Episode 126 - Mortgage rates continue lower with treasury volatility. #PolarityRadio 1/27/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
2 hr 54 min - Episode 125 - The markets plumbing is losing pressure. Crypto leakage. #PolarityRadio 1/25/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
1 hr 19 min - Episode 124 - Accelerating UMBS prepayments are starting to bid bonds. #PolarityRadio 1/24/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
3 hr 19 min - Episode 123 - Watch capital flow. BTC to TOL, IGV to ITB NDX to UMBS. #PolarityRadio 1/23/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
5 hr 34 min - Episode 122 - MSTR dragging BTC, QQQ, and mortgage rates lower. #PolarityRadio 1/22/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
4 hr 27 min - Episode 121 - IGV, MSFT, MSTR, UMBS. Yield meltdown. #PolarityRadio 1/21/26
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
4 hr 22 min
About Polarity Radio with David Levenson
From the publisher's feed
David Levenson breaks down the mechanics of modern markets live on X Spaces. This podcast archives those discussions.