91 Epizód

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

    Közzétéve: 2025. 08. 06.

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

    Közzétéve: 2025. 08. 04.

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

    Közzétéve: 2025. 08. 01.

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

    Közzétéve: 2025. 07. 31.

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

    Közzétéve: 2025. 07. 30.

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

    Közzétéve: 2025. 07. 29.

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

    Közzétéve: 2025. 07. 28.

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

    Közzétéve: 2025. 07. 28.

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

    Közzétéve: 2025. 07. 23.

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

    Közzétéve: 2025. 07. 22.

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

    Közzétéve: 2025. 07. 21.

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

    Közzétéve: 2025. 07. 19.

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

    Közzétéve: 2025. 07. 18.

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

    Közzétéve: 2025. 07. 17.

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

    Közzétéve: 2025. 07. 16.

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

    Közzétéve: 2025. 07. 14.

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

    Közzétéve: 2025. 07. 11.

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

    Közzétéve: 2025. 07. 10.

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

    Közzétéve: 2025. 07. 09.

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

    Közzétéve: 2025. 07. 08.

3 / 5

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

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