Polarity Radio with David Levenson

91 Episoder

1. Episode 45 - MC banks + NDX + SMH + mortgage rates + UB rates have peaked. #PolarityRadio 8/5/25

   Udgivet: 6.8.2025
2. Episode 44 - The inflation narrative is coming under assault with NASDAQ. #PolarityRadio 8/1/25

   Udgivet: 4.8.2025
3. Episode 43 - MOVE broke down. VIX bottomed Tuesday. Re-coherence. #PolarityRadio 8/1/25

   Udgivet: 1.8.2025
4. Episode 42 - The curve has broken down and MOVE is about to join it. #PolarityRadio 7/30/25

   Udgivet: 31.7.2025
5. Episode 41 - VIX local trough. Curve breakdown. DXY/SPX convergence. #PolarityRadio 7/29/25

   Udgivet: 30.7.2025
6. Episode 40 - The decay of M2 growth has begun. I = MC ^ 2 NDX has peaked. #PolarityRadio 7/28/25

   Udgivet: 29.7.2025
7. Episode 39 - QFT. Quantum Finance Theory. Levenson diagrams. Melting Vega. #PolarityRadio 7/27/35

   Udgivet: 28.7.2025
8. Episode 38 - Underperforming NDX. Decaying Vega. Curve flattening. #PolarityRadio 7/25/25

   Udgivet: 28.7.2025
9. Episode 37 - Liquidity is dying. M2 annihilation. G - > V. #PolarityRadio 7/22/25

   Udgivet: 23.7.2025
10. Episode 36 - Approaching prompt roll over of beta is at hand. #PolarityRadio 7/21/25

    Udgivet: 22.7.2025
11. Episode 35 - Part 2 of Friday spaces. Vega decay and equity deflation. #PolarityRadio 7/20/25

    Udgivet: 21.7.2025
12. Episode 34 - Tech deflation! Nested vega & cross asset compression. E2A2O. #PolarityRadio 7/18/25

    Udgivet: 19.7.2025
13. Episode 33 - The MOVE is absorbing policy interference very well. #PolarityRadio 7/17/25

    Udgivet: 18.7.2025
14. Episode 32 - $ resilience and MOVE rate suppresion despite policy. #PolarityRadio 7/16/25

    Udgivet: 17.7.2025
15. Episode 31 - The $ signal is unmistakeable. $ liquidity is decaying. #PolarityRadio 7/15/25

    Udgivet: 16.7.2025
16. Episode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25

    Udgivet: 14.7.2025
17. Episode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25

    Udgivet: 11.7.2025
18. Polarity Pivot Podcast (7/9/25) - Prompt Vega suppression bond and interest rate sensitive rally. #PolarityRadio

    Udgivet: 10.7.2025
19. Episode 28 - Dollar strength is broadening. This kills M2 growth + liquidity. #PolarityRadio 7/8/25

    Udgivet: 9.7.2025
20. Episode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25

    Udgivet: 8.7.2025