Polarity Radio with David Levenson

Episode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25

14 Jul 2025

Contributed by Lukas

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

Episode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25

11 Jul 2025

Contributed by Lukas

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those disucssions.

Polarity Pivot Podcast (7/9/25) - Prompt Vega suppression bond and interest rate sensitive rally. #PolarityRadio

10 Jul 2025

Contributed by Lukas

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

Episode 28 - Dollar strength is broadening. This kills M2 growth + liquidity. #PolarityRadio 7/8/25

09 Jul 2025

Contributed by Lukas

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

Episode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25

08 Jul 2025

Contributed by Lukas

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

Episode 26 - Bubble deflation everywhere. NDX GOLD BTC. Yen, Pound, Euro. MOVE yields. #PolarityRadio 7/6/25

07 Jul 2025

Contributed by Lukas

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

Episode 25 - MOVE will drag down FAANGMT. Our most important episode ever. #PolarityRadio 7/3/25

04 Jul 2025

Contributed by Lukas

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

Episode 24 - Dollar strength is accelerating and that's bad for NDX. #PolarityRadio 7/23/25

03 Jul 2025

Contributed by Lukas

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

Episode 23 - The dollar is strengthening as rates continue their decline. #PolarityRadio 7/2/25

03 Jul 2025

Contributed by Lukas

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

Episode 22 - The cheapest thing in the world, bond skew. Deflation. #PolarityRadio 7/1/25

02 Jul 2025

Contributed by Lukas

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

Polarity Pivot Podcast (6/29/25) - Prompt MOVE index deflation will drive rates and gold lower. #PolarityRadio

30 Jun 2025

Contributed by Lukas

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

Episode 21 - MOVE index deflation is accelerating. Rates will fall further. #PolarityRadio 6/29/25

30 Jun 2025

Contributed by Lukas

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

Episode 20 - The MOVE is screaming rates will melt NDX/DIA too! #PolarityRadio 6/27/25

28 Jun 2025

Contributed by Lukas

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

Episode 19 - Rates won't stop melting down. NVDA NDX GLD BTC will follow. #PolarityRadio 6/26/25

27 Jun 2025

Contributed by Lukas

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

Episode 18 - The credit bubble is failing. Gold, rates, GOOG soon. #PolarityRadio 6/24/25

25 Jun 2025

Contributed by Lukas

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

Episode 17 - Paused flattener and NDX NVDA bear market policy superposition. #PolarityRadio 6/23/25

25 Jun 2025

Contributed by Lukas

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

Polarity Pivot Podcast (6/22/25) - NDX NVDA SMH GOOG AAPL bear market is starting with bond bull. #PolarityRadio

23 Jun 2025

Contributed by Lukas

This Polarity Pivot Podcast episode is catalyzed by the increase decay period of equity volatility (VIX), treasury volatility (MOVE index) and the ris...

Episode 16 - Global yields are declining and will weaken the NASDAQ. #PolarityRadio 6/20/25

20 Jun 2025

Contributed by Lukas

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

Episode 15 - What is the yield curve telling us? 2/10 will invert. #PolarityRadio 6/17/26

18 Jun 2025

Contributed by Lukas

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

Episode 14 Pt 2 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

16 Jun 2025

Contributed by Lukas

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

Episode 14 Pt 1 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

16 Jun 2025

Contributed by Lukas

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

Episode 13 - The 2/10 curve is the best global M2 growth barometer.#PolarityRadio 6/14/25

16 Jun 2025

Contributed by Lukas

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

Episode 12 - The weekly 2/10 curve close was weak. It will fail! #PolarityRadio 6/13/2025

16 Jun 2025

Contributed by Lukas

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

Episode 11 - The yield curve will invert and drive the dollar up. #PolarityRadio 6/12/25

13 Jun 2025

Contributed by Lukas

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

Episode 10 - The Yield curve will invert. Inflation is melting. #PolarityRadio 6/11/25

12 Jun 2025

Contributed by Lukas

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

Episode 9 - Our 5/16/25 flattener forecast is about to breach support. #PolarityRadio 6/10/25

11 Jun 2025

Contributed by Lukas

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

Episode 8 - Flattening 2/10, NOB (10/30), VIX crush 60 -> 16. #PolarityRadio 6/6/25

07 Jun 2025

Contributed by Lukas

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

Episode 7 - Curve flattening, NOB, bond yields and tech will fall. #TMOM 6/5/25

06 Jun 2025

Contributed by Lukas

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

Episode 6 - Curve flattening, lower yields, decaying BTC strength. #TMOM 5/30/25

31 May 2025

Contributed by Lukas

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

Polarity Pivot Podcast (5/16/25) - The most important trade is breaking down the 2/10 curve. #TMOM

31 May 2025

Contributed by Lukas

Polarity Pivot Podcasts are important episodes that preceded or coincide with significant market turning points that we expect will produce longer len...

Polarity Pivot Podcast (4/21/25) - We expect a prompt vega suppression driven rally in FAANGMT. #TMOM

31 May 2025

Contributed by Lukas

Polarity Pivot Podcasts are important episodes that preceded or coincide with significant market turning points that we expect will produce longer len...

Episode 5 - The 23M 2/10 flattener is the markets biggest pain trade. #TMOM 5/29/25

30 May 2025

Contributed by Lukas

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

Episode 4 - The pre-eminent trade across all assets is the flattener #TMOM 5/28/25

29 May 2025

Contributed by Lukas

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

Episode 3 - The 23 month curve trade is breaking down. Learn why! #TMOM 5/27/25

28 May 2025

Contributed by Lukas

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

Episode 2 - The yield flair will fail. The curve will invert. #TMOM

23 May 2025

Contributed by Lukas

Episode 1 - The 23 month steepener is failing. It will destroy m2 growth. #TMOM 5/20/25

22 May 2025

Contributed by Lukas

"David Levenson breaks down the mechanics of modern markets live on X Spaces. This podcast archives those discussions.