Polarity Radio with David Levenson
A podcast by David Levenson
90 Episodes
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Episode 25 - MOVE will drag down FAANGMT. Our most important episode ever. #PolarityRadio 7/3/25
Published: 4/07/2025 -
Episode 24 - Dollar strength is accelerating and that's bad for NDX. #PolarityRadio 7/23/25
Published: 3/07/2025 -
Episode 23 - The dollar is strengthening as rates continue their decline. #PolarityRadio 7/2/25
Published: 3/07/2025 -
Episode 22 - The cheapest thing in the world, bond skew. Deflation. #PolarityRadio 7/1/25
Published: 2/07/2025 -
Polarity Pivot Podcast (6/29/25) - Prompt MOVE index deflation will drive rates and gold lower. #PolarityRadio
Published: 30/06/2025 -
Episode 21 - MOVE index deflation is accelerating. Rates will fall further. #PolarityRadio 6/29/25
Published: 30/06/2025 -
Episode 20 - The MOVE is screaming rates will melt NDX/DIA too! #PolarityRadio 6/27/25
Published: 28/06/2025 -
Episode 19 - Rates won't stop melting down. NVDA NDX GLD BTC will follow. #PolarityRadio 6/26/25
Published: 27/06/2025 -
Episode 18 - The credit bubble is failing. Gold, rates, GOOG soon. #PolarityRadio 6/24/25
Published: 25/06/2025 -
Episode 17 - Paused flattener and NDX NVDA bear market policy superposition. #PolarityRadio 6/23/25
Published: 25/06/2025 -
Polarity Pivot Podcast (6/22/25) - NDX NVDA SMH GOOG AAPL bear market is starting with bond bull. #PolarityRadio
Published: 23/06/2025 -
Episode 16 - Global yields are declining and will weaken the NASDAQ. #PolarityRadio 6/20/25
Published: 20/06/2025 -
Episode 15 - What is the yield curve telling us? 2/10 will invert. #PolarityRadio 6/17/26
Published: 18/06/2025 -
Episode 14 Pt 2 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25
Published: 16/06/2025 -
Episode 14 Pt 1 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25
Published: 16/06/2025 -
Episode 13 - The 2/10 curve is the best global M2 growth barometer.#PolarityRadio 6/14/25
Published: 16/06/2025 -
Episode 12 - The weekly 2/10 curve close was weak. It will fail! #PolarityRadio 6/13/2025
Published: 16/06/2025 -
Episode 11 - The yield curve will invert and drive the dollar up. #PolarityRadio 6/12/25
Published: 13/06/2025 -
Episode 10 - The Yield curve will invert. Inflation is melting. #PolarityRadio 6/11/25
Published: 12/06/2025 -
Episode 9 - Our 5/16/25 flattener forecast is about to breach support. #PolarityRadio 6/10/25
Published: 11/06/2025
David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.
