Polarity Radio with David Levenson

94 Episodes

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

   Published: 10/07/2025
2. Episode 28 - Dollar strength is broadening. This kills M2 growth + liquidity. #PolarityRadio 7/8/25

   Published: 09/07/2025
3. Episode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25

   Published: 08/07/2025
4. Episode 26 - Bubble deflation everywhere. NDX GOLD BTC. Yen, Pound, Euro. MOVE yields. #PolarityRadio 7/6/25

   Published: 07/07/2025
5. Episode 25 - MOVE will drag down FAANGMT. Our most important episode ever. #PolarityRadio 7/3/25

   Published: 04/07/2025
6. Episode 24 - Dollar strength is accelerating and that's bad for NDX. #PolarityRadio 7/23/25

   Published: 03/07/2025
7. Episode 23 - The dollar is strengthening as rates continue their decline. #PolarityRadio 7/2/25

   Published: 03/07/2025
8. Episode 22 - The cheapest thing in the world, bond skew. Deflation. #PolarityRadio 7/1/25

   Published: 02/07/2025
9. Polarity Pivot Podcast (6/29/25) - Prompt MOVE index deflation will drive rates and gold lower. #PolarityRadio

   Published: 30/06/2025
10. Episode 21 - MOVE index deflation is accelerating. Rates will fall further. #PolarityRadio 6/29/25

    Published: 30/06/2025
11. Episode 20 - The MOVE is screaming rates will melt NDX/DIA too! #PolarityRadio 6/27/25

    Published: 28/06/2025
12. Episode 19 - Rates won't stop melting down. NVDA NDX GLD BTC will follow. #PolarityRadio 6/26/25

    Published: 27/06/2025
13. Episode 18 - The credit bubble is failing. Gold, rates, GOOG soon. #PolarityRadio 6/24/25

    Published: 25/06/2025
14. Episode 17 - Paused flattener and NDX NVDA bear market policy superposition. #PolarityRadio 6/23/25

    Published: 25/06/2025
15. Polarity Pivot Podcast (6/22/25) - NDX NVDA SMH GOOG AAPL bear market is starting with bond bull. #PolarityRadio

    Published: 23/06/2025
16. Episode 16 - Global yields are declining and will weaken the NASDAQ. #PolarityRadio 6/20/25

    Published: 20/06/2025
17. Episode 15 - What is the yield curve telling us? 2/10 will invert. #PolarityRadio 6/17/26

    Published: 18/06/2025
18. Episode 14 Pt 2 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

    Published: 16/06/2025
19. Episode 14 Pt 1 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

    Published: 16/06/2025
20. Episode 13 - The 2/10 curve is the best global M2 growth barometer.#PolarityRadio 6/14/25

    Published: 16/06/2025