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Polarity Radio with David Levenson
David Levenson
96 episodes
12 hours ago
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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Investing
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All content for Polarity Radio with David Levenson is the property of David Levenson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
Investing
Business
Episodes (20/96)
Polarity Radio with David Levenson
Episode 90 - What is a beta shear stress? the $ is the AI deathknell. #PolarityRadio 11/4/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
12 hours ago
2 hours 13 minutes

Polarity Radio with David Levenson
Episode 89 - Low MOVE is driving the MVE (Mortgage Volatility Engine). #PolarityRadio 10/31/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
2 days ago
2 hours 37 minutes

Polarity Radio with David Levenson
Episode 88 - Powell spoofed the market on QT. Why? ZROZ/QQQ, ZROZ/BTC. #PolarityRadio 10/30/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
5 days ago
2 hours 52 minutes

Polarity Radio with David Levenson
Episode 87 - NVDA higher is -ERP. ZROZ is +ERP. Who wins? #PolarityRadio 10/28/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
1 week ago
1 hour 42 minutes

Polarity Radio with David Levenson
Episode 86 - Curve flattening 5/30 2/10 10/30. Bad for yields SPY QQQ. #PolarityRadio 10/27/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
1 week ago
2 hours 24 minutes

Polarity Radio with David Levenson
Episode 85 - The myth of Covid - 19 era mortgage coupon driven inertia. #PolarityRadio 10/26/25
David Levenson breaks down the mechanics of modern markets live on X. This podcast archives those discussions. 
Show more...
1 week ago
1 hour 36 minutes

Polarity Radio with David Levenson
Episode 84 - Volatility is exiting the sovereign market. Bad 4 banks. #PolarityRadio 10/23/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
1 week ago
2 hours 23 minutes

Polarity Radio with David Levenson
Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
1 week ago
3 hours 40 minutes

Polarity Radio with David Levenson
Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
2 weeks ago
3 hours 19 minutes

Polarity Radio with David Levenson
Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
2 weeks ago
1 hour 44 minutes

Polarity Radio with David Levenson
Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
2 weeks ago
1 hour 40 minutes

Polarity Radio with David Levenson
Episode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
2 weeks ago
45 minutes

Polarity Radio with David Levenson
Episode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
3 weeks ago
29 minutes

Polarity Radio with David Levenson
Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
3 weeks ago
2 hours 13 minutes

Polarity Radio with David Levenson
Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
3 weeks ago
3 hours 3 minutes

Polarity Radio with David Levenson
Episode 75 - The market's plumbing is leaking. MOVE is losing kurtosis. #PolarityRadio 10/9/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
3 weeks ago
37 minutes

Polarity Radio with David Levenson
Episode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
4 weeks ago
1 hour 31 minutes

Polarity Radio with David Levenson
Episode 73 - NASDAQ 100 capital flight is accelerating. AI ~= Fiber. #PolarityRadio 10/3/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
1 month ago
44 minutes

Polarity Radio with David Levenson
Episode 72 - The yield curve is deflating. Ultrabond is beating NDX. #PolarityRadio 9/29/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
1 month ago
22 minutes

Polarity Radio with David Levenson
Episode 71 - UST volatility will continue too fall with its lower yield tail. #PolarityRadio 9/26/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
1 month ago
46 minutes

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