Polarity Radio with David Levenson

90 Afleveringen

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

   Gepubliceerd: 4-8-2025
2. Episode 43 - MOVE broke down. VIX bottomed Tuesday. Re-coherence. #PolarityRadio 8/1/25

   Gepubliceerd: 1-8-2025
3. Episode 42 - The curve has broken down and MOVE is about to join it. #PolarityRadio 7/30/25

   Gepubliceerd: 31-7-2025
4. Episode 41 - VIX local trough. Curve breakdown. DXY/SPX convergence. #PolarityRadio 7/29/25

   Gepubliceerd: 30-7-2025
5. Episode 40 - The decay of M2 growth has begun. I = MC ^ 2 NDX has peaked. #PolarityRadio 7/28/25

   Gepubliceerd: 29-7-2025
6. Episode 39 - QFT. Quantum Finance Theory. Levenson diagrams. Melting Vega. #PolarityRadio 7/27/35

   Gepubliceerd: 28-7-2025
7. Episode 38 - Underperforming NDX. Decaying Vega. Curve flattening. #PolarityRadio 7/25/25

   Gepubliceerd: 28-7-2025
8. Episode 37 - Liquidity is dying. M2 annihilation. G - > V. #PolarityRadio 7/22/25

   Gepubliceerd: 23-7-2025
9. Episode 36 - Approaching prompt roll over of beta is at hand. #PolarityRadio 7/21/25

   Gepubliceerd: 22-7-2025
10. Episode 35 - Part 2 of Friday spaces. Vega decay and equity deflation. #PolarityRadio 7/20/25

    Gepubliceerd: 21-7-2025
11. Episode 34 - Tech deflation! Nested vega & cross asset compression. E2A2O. #PolarityRadio 7/18/25

    Gepubliceerd: 19-7-2025
12. Episode 33 - The MOVE is absorbing policy interference very well. #PolarityRadio 7/17/25

    Gepubliceerd: 18-7-2025
13. Episode 32 - $ resilience and MOVE rate suppresion despite policy. #PolarityRadio 7/16/25

    Gepubliceerd: 17-7-2025
14. Episode 31 - The $ signal is unmistakeable. $ liquidity is decaying. #PolarityRadio 7/15/25

    Gepubliceerd: 16-7-2025
15. Episode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25

    Gepubliceerd: 14-7-2025
16. Episode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25

    Gepubliceerd: 11-7-2025
17. Polarity Pivot Podcast (7/9/25) - Prompt Vega suppression bond and interest rate sensitive rally. #PolarityRadio

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

    Gepubliceerd: 9-7-2025
19. Episode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25

    Gepubliceerd: 8-7-2025
20. Episode 26 - Bubble deflation everywhere. NDX GOLD BTC. Yen, Pound, Euro. MOVE yields. #PolarityRadio 7/6/25

    Gepubliceerd: 7-7-2025