92 Episoder

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

    Udgivet: 12.6.2025
  2. Episode 9 - Our 5/16/25 flattener forecast is about to breach support. #PolarityRadio 6/10/25

    Udgivet: 11.6.2025
  3. Episode 8 - Flattening 2/10, NOB (10/30), VIX crush 60 -> 16. #PolarityRadio 6/6/25

    Udgivet: 7.6.2025
  4. Episode 7 - Curve flattening, NOB, bond yields and tech will fall. #TMOM 6/5/25

    Udgivet: 6.6.2025
  5. Episode 6 - Curve flattening, lower yields, decaying BTC strength. #TMOM 5/30/25

    Udgivet: 31.5.2025
  6. Polarity Pivot Podcast (5/16/25) - The most important trade is breaking down the 2/10 curve. #TMOM

    Udgivet: 31.5.2025
  7. Polarity Pivot Podcast (4/21/25) - We expect a prompt vega suppression driven rally in FAANGMT. #TMOM

    Udgivet: 31.5.2025
  8. Episode 5 - The 23M 2/10 flattener is the markets biggest pain trade. #TMOM 5/29/25

    Udgivet: 30.5.2025
  9. Episode 4 - The pre-eminent trade across all assets is the flattener #TMOM 5/28/25

    Udgivet: 29.5.2025
  10. Episode 3 - The 23 month curve trade is breaking down. Learn why! #TMOM 5/27/25

    Udgivet: 28.5.2025
  11. Episode 2 - The yield flair will fail. The curve will invert. #TMOM

    Udgivet: 23.5.2025
  12. Episode 1 - The 23 month steepener is failing. It will destroy m2 growth. #TMOM 5/20/25

    Udgivet: 22.5.2025

5 / 5

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

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