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David Levenson breaks down the mechanics of modern markets live on X Spaces. This podcast archives those discussions.... more
FAQs about Polarity Radio with David Levenson:How many episodes does Polarity Radio with David Levenson have?The podcast currently has 138 episodes available.
November 05, 2025Episode 90 - What is a beta shear stress? the $ is the AI deathknell. #PolarityRadio 11/4/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. ...more2h 14minPlay
November 03, 2025Episode 89 - Low MOVE is driving the MVE (Mortgage Volatility Engine). #PolarityRadio 10/31/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions....more2h 38minPlay
October 31, 2025Episode 88 - Powell spoofed the market on QT. Why? ZROZ/QQQ, ZROZ/BTC. #PolarityRadio 10/30/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. ...more2h 53minPlay
October 29, 2025Episode 87 - NVDA higher is -ERP. ZROZ is +ERP. Who wins? #PolarityRadio 10/28/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions....more1h 43minPlay
October 28, 2025Episode 86 - Curve flattening 5/30 2/10 10/30. Bad for yields SPY QQQ. #PolarityRadio 10/27/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. ...more2h 25minPlay
October 27, 2025Episode 85 - The myth of Covid - 19 era mortgage coupon driven inertia. #PolarityRadio 10/26/25David Levenson breaks down the mechanics of modern markets live on X. This podcast archives those discussions. ...more1h 37minPlay
October 24, 2025Episode 84 - Volatility is exiting the sovereign market. Bad 4 banks. #PolarityRadio 10/23/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions....more2h 24minPlay
October 23, 2025Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions....more3h 41minPlay
October 22, 2025Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. ...more3h 20minPlay
October 21, 2025Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. ...more1h 45minPlay
FAQs about Polarity Radio with David Levenson:How many episodes does Polarity Radio with David Levenson have?The podcast currently has 138 episodes available.