PODCAST
Polarity Radio with David Levenson
David Levenson breaks down the mechanics of modern markets live on X Spaces. This podcast archives those discussions.
All Episodes
193:50
Episode 130 - Policy equivalence. Swing trend lines...
Polarity Radio with David Levenson
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2026/02/05
en
192:26
Episode 129 - Global deleveraging is accelerating. It...
Polarity Radio with David Levenson
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2026/02/05
en
217:04
Episode 128 - Software will drag hardware into a bear...
Polarity Radio with David Levenson
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2026/02/05
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123:57
Episode 127 - Don't let the shiny object fool you. We...
Polarity Radio with David Levenson
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2026/01/30
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173:40
Episode 126 - Mortgage rates continue lower with...
Polarity Radio with David Levenson
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2026/01/30
en
78:15
198:46
Episode 124 - Accelerating UMBS prepayments are...
Polarity Radio with David Levenson
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2026/01/26
en
333:48
Episode 123 - Watch capital flow. BTC to TOL, IGV to...
Polarity Radio with David Levenson
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2026/01/26
en
266:49
Episode 122 - MSTR dragging BTC, QQQ, and mortgage...
Polarity Radio with David Levenson
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2026/01/26
en
261:27
Episode 121 - IGV, MSFT, MSTR, UMBS. Yield meltdown....
Polarity Radio with David Levenson
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2026/01/26
en
141:19
Episode 120 - Acclerating decay in MAMA FAANGM....
Polarity Radio with David Levenson
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2026/01/26
en
19:11
Episode 119 - NVDA must reach a 1 year low price....
Polarity Radio with David Levenson
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2026/01/21
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211:40
Episode 118 - Tech and communications capital flight...
Polarity Radio with David Levenson
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2026/01/19
en
37:35
Episode 117 - DXY softened on Powell, but it won't...
Polarity Radio with David Levenson
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2026/01/19
en
237:46
264:47
Episode 115 - Atlanta Fed rose 270bps. 30Y mortgage...
Polarity Radio with David Levenson
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2026/01/19
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77:30
Episode 114 - Venezuela will send the US 50 millions...
Polarity Radio with David Levenson
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2026/01/19
en
70:49
Episode 113 - The week, month, and quarter ahead....
Polarity Radio with David Levenson
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2026/01/09
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249:06
Episode 112 - Venezuela's impact on markets in H1 26....
Polarity Radio with David Levenson
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2026/01/09
en
279:10
Episode 111 - Preview innovation deflation and...
Polarity Radio with David Levenson
·
2026/01/09
en