Polarity Radio with David Levenson

91 Episoder

1. Episode 85 - The myth of Covid - 19 era mortgage coupon driven inertia. #PolarityRadio 10/26/25

   Udgivet: 27.10.2025
2. Episode 84 - Volatility is exiting the sovereign market. Bad 4 banks. #PolarityRadio 10/23/25

   Udgivet: 24.10.2025
3. Episode 83 - Banks and tech are in trouble. Don't believe the hype. #PolarityRadio 10/22/25

   Udgivet: 23.10.2025
4. Episode 82 - Curve, volatility, and price deflation. Gold slaughter. #PolarityRadio 10/21/25

   Udgivet: 22.10.2025
5. Episode 81 - Duration imbalance will drive market instability not credit. #PolarityRadio 10/20/25

   Udgivet: 21.10.2025
6. Episode 80 - Falling crypto kurtosis confirms the NDX bear market. #PolarityRadio 10/17/25

   Udgivet: 17.10.2025
7. Episode 79 - The problem with banks when rates fall hard. #PolarityRadio 10/17/25

   Udgivet: 17.10.2025
8. Episode 78 - We are not in a repeat of April 21, 2025. Yields must fall. #PolarityRadio 10/12/25

   Udgivet: 13.10.2025
9. Episode 77 - #MMA, MSFT, META, AMZN. Bond & Crypto polarity shift. #PolarityRadio 10/11/25

   Udgivet: 13.10.2025
10. Episode 76 - The market's plumbing sprung more leaks today MMA down. #PolarityRadio 10/10/25

    Udgivet: 12.10.2025
11. Episode 75 - The market's plumbing is leaking. MOVE is losing kurtosis. #PolarityRadio 10/9/25

    Udgivet: 10.10.2025
12. Episode 74 - The system is losing leverage, capitalization and beta. #PolarityRadio 10/6/25

    Udgivet: 7.10.2025
13. Episode 73 - NASDAQ 100 capital flight is accelerating. AI ~= Fiber. #PolarityRadio 10/3/25

    Udgivet: 6.10.2025
14. Episode 72 - The yield curve is deflating. Ultrabond is beating NDX. #PolarityRadio 9/29/25

    Udgivet: 1.10.2025
15. Episode 71 - UST volatility will continue too fall with its lower yield tail. #PolarityRadio 9/26/25

    Udgivet: 29.9.2025
16. Episode 70 - 3 vectors will drive up the $ and destroy NDX earnings growth. #PolarityRadio 9/24/25

    Udgivet: 25.9.2025
17. Episode 69 - We are joined by Mike Hobart for a great episode. #PolarityRadio 9/22/25

    Udgivet: 23.9.2025
18. Episode 68 - Capital flow, friction, and fiction. Powell's part in these. #PolarityRadio 9/21/25.

    Udgivet: 23.9.2025
19. Episode 67 - Treasury vega is melting with all vegas. RFIX. #PolarityRadio 9/18/25

    Udgivet: 19.9.2025
20. Episode 66 - The RFIX PM will be explaining it offline to me. #PolarityRadio 9/17/25

    Udgivet: 18.9.2025