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Polarity Radio with David Levenson
David Levenson
102 episodes
2 days ago
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
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Investing
Business
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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 (20/102)
Polarity Radio with David Levenson
Episode 96 - Subscribers spaces. #PolarityRadio 11/25/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions. 
Show more...
2 days ago
1 hour 22 minutes

Polarity Radio with David Levenson
Episode 95 - Dollar strenght will deflate the AI Crypto bubble. #PolarityRadio 11/19/25
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 45 minutes

Polarity Radio with David Levenson
Episode 94 - What happens when people notice BTC's debasement? Watch DVOL! #PolarityRadio 11/16/25
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
1 week ago
4 hours 45 minutes

Polarity Radio with David Levenson
Episode 93 - Volatility markets are losing liquidity. Beware! 11/11/25 #PolarityRadio
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
Show more...
2 weeks ago
50 minutes

Polarity Radio with David Levenson
Episode 92 - DDS Duration Derangement Syndrome. Inflation vs Deflation. #PolarityRadio 11/9/25
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 19 minutes

Polarity Radio with David Levenson
Episode 91 - Beta capital flight is inescapable. AI reality strikes. #PolarityRadio 11/6/25
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 7 minutes

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...
3 weeks 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...
3 weeks 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...
3 weeks 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...
4 weeks 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 month 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. 
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1 month 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 month 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 month 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...
1 month 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. 
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1 month 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...
1 month 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...
1 month 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...
1 month 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. 
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1 month ago
2 hours 13 minutes

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